Latest Institutional Sells of Dimensional ETF Tr U S Small C (DFAS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Small C (DFAS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-602- 57.94% |
$34.6K - $37.5K
|
437
$24.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 19.85% |
$15.2K - $16.5K
|
1.07K
$59.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-214- 5.74% |
$12.3K - $13.3K
|
3.51K
$196K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-213- 33.07% |
$12.2K - $13.3K
|
431
$24K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-204- 93.15% |
$11.7K - $12.7K
|
15
$835
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-192- 4.13% |
$11K - $12K
|
4.45K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-136- 0.07% |
$7.81K - $8.48K
|
204K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-91- 2.58% |
$5.23K - $5.68K
|
3.43K
$191K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-66- 7.28% |
$3.79K - $4.12K
|
841
$46.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 1.68% |
$3.79K - $4.12K
|
3.86K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-62- 1.12% |
$3.56K - $3.87K
|
5.49K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-62- 0.3% |
$3.56K - $3.87K
|
20.7K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-40- 0.82% |
$2.3K - $2.49K
|
4.81K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1- 0.02% |
$57.4 - $62.4
|
4.58K
$255K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.3K- 6.42% |
$2.74M - $3.01M
|
704K
$39.2M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-3.64KClosed |
$206K - $227K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.33K- 16.87% |
$75.6K - $83.2K
|
6.57K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-928- 2.88% |
$52.6K - $57.9K
|
31.3K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-589- 7.76% |
$33.4K - $36.7K
|
7K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-472- 9.71% |
$26.7K - $29.4K
|
4.39K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-464- 3.14% |
$26.3K - $28.9K
|
14.3K
$796K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-270- 5.42% |
$15.3K - $16.8K
|
4.71K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-82- 5.13% |
$4.65K - $5.11K
|
1.52K
$84.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23- 0.41% |
$1.3K - $1.43K
|
5.63K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1- -0.0% |
$56.7 - $62.3
|
20.3K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$56.7 - $62.3
|
252
$14K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-81.3K- 7.17% |
$3.97M - $4.92M
|
1.05M
$58.6M
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-30KClosed |
$1.46M - $1.81M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-4.01K- 31.1% |
$196K - $243K
|
8.89K
$495K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.21K- 16.7% |
$59.2K - $73.3K
|
6.05K
$337K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.17K- 25.77% |
$57.1K - $70.8K
|
3.37K
$188K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-910- 13.73% |
$44.4K - $55.1K
|
5.72K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$629K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-360- 9.29% |
$17.6K - $21.8K
|
3.52K
$196K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-237- 16.34% |
$11.6K - $14.3K
|
1.21K
$67.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-90- 1.38% |
$4.39K - $5.45K
|
6.45K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6- 10.71% |
$293 - $363
|
50
$2.78K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16K- 32.09% |
$829K - $923K
|
33.9K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11.8K- 41.15% |
$613K - $682K
|
16.9K
$942K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.41K- 1.6% |
$229K - $254K
|
271K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-2.71K- 15.16% |
$140K - $156K
|
15.2K
$844K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.56K- 1.99% |
$133K - $148K
|
126K
$7.01M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.26K- 24.61% |
$65.2K - $72.5K
|
3.85K
$214K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-46- 1.68% |
$2.38K - $2.65K
|
2.69K
$150K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-294K- 79.57% |
$14.7M - $16.1M
|
75.6K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100- 25.0% |
$4.99K - $5.48K
|
300
$16.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-72- 16.67% |
$3.59K - $3.95K
|
360
$20K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-50- 0.5% |
$2.49K - $2.74K
|
10K
$557K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-97- 6.23% |
$4.88K - $5.61K
|
1.46K
$81.3K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-71- 0.37% |
$3.57K - $4.1K
|
19.1K
$1.06M
|
|