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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-152K- 97.7% |
$9.01M - $9.93M
|
3.59K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-28.7K- 74.5% |
$1.7M - $1.87M
|
9.81K
$659K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-13.2K- 6.53% |
$783K - $863K
|
189K
$12.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-12K- 60.51% |
$713K - $786K
|
7.86K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.51K- 38.24% |
$327K - $360K
|
8.91K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-3.09K- 50.0% |
$183K - $202K
|
3.09K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.91K- 8.96% |
$172K - $190K
|
29.5K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-658- 3.15% |
$39K - $43K
|
20.2K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-454- 82.55% |
$26.9K - $29.7K
|
96
$6.45K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-424- 6.92% |
$25.1K - $27.7K
|
5.7K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-216- 48.11% |
$12.8K - $14.1K
|
233
$15.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-191- 8.18% |
$11.3K - $12.5K
|
2.15K
$144K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 8.7% |
$474 - $523
|
84
$5.64K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-119K- 96.94% |
$6.82M - $7.41M
|
3.74K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-24.6K- 73.57% |
$1.41M - $1.53M
|
8.83K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-8.59K- 53.23% |
$493K - $536K
|
7.55K
$507K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5.75K- 97.99% |
$330K - $359K
|
118
$7.92K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-3.63K- 11.21% |
$209K - $227K
|
28.8K
$1.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.32K- 0.08% |
$133K - $145K
|
2.72M
$183M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-2.05K- 1.07% |
$118K - $128K
|
190K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-683- 9.45% |
$39.2K - $42.6K
|
6.54K
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-265- 19.85% |
$15.2K - $16.5K
|
1.07K
$71.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-213- 33.07% |
$12.2K - $13.3K
|
431
$28.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-204- 93.15% |
$11.7K - $12.7K
|
15
$1.01K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-192- 4.13% |
$11K - $12K
|
4.45K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-136- 0.07% |
$7.81K - $8.48K
|
204K
$13.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-91- 2.58% |
$5.23K - $5.68K
|
3.43K
$230K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-66- 1.68% |
$3.79K - $4.12K
|
3.86K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-62- 0.3% |
$3.56K - $3.87K
|
20.7K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-40- 0.82% |
$2.3K - $2.49K
|
4.81K
$323K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-48.3K- 6.42% |
$2.74M - $3.01M
|
704K
$47.3M
|
|
|
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
$441K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-928- 2.88% |
$52.6K - $57.9K
|
31.3K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-589- 7.76% |
$33.4K - $36.7K
|
7K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-472- 9.71% |
$26.7K - $29.4K
|
4.39K
$295K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-464- 3.14% |
$26.3K - $28.9K
|
14.3K
$960K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-270- 5.42% |
$15.3K - $16.8K
|
4.71K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-82- 5.13% |
$4.65K - $5.11K
|
1.52K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1- -0.0% |
$56.7 - $62.3
|
20.3K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.4% |
$56.7 - $62.3
|
252
$16.9K
|
|
| Q4 2023 | |||||||
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-81.3K- 7.17% |
$3.97M - $4.92M
|
1.05M
$70.7M
|
|
|
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
$597K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.21K- 16.7% |
$59.2K - $73.3K
|
6.05K
$406K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-910- 13.73% |
$44.4K - $55.1K
|
5.72K
$384K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-560- 4.73% |
$27.3K - $33.9K
|
11.3K
$758K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-237- 16.34% |
$11.6K - $14.3K
|
1.21K
$81.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-6- 10.71% |
$293 - $363
|
50
$3.36K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16K- 32.09% |
$829K - $923K
|
33.9K
$2.27M
|
|