Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.53M+ 12.26% |
$371M - $403M
|
50.6M
$3.69B
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.47M+ 47.36% |
$98.2M - $107M
|
4.56M
$333M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$94.5M - $103M
|
1.41M
$103M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.34MNew |
$90.1M - $97.9M
|
1.34M
$98M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
766K+ 21975.52% |
$51.3M - $55.8M
|
769K
$56.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
375K+ 18.88% |
$25.1M - $27.3M
|
2.36M
$172M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232K+ 73.96% |
$15.5M - $16.9M
|
545K
$39.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
222K+ 8.12% |
$14.9M - $16.2M
|
2.95M
$215M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
142K+ 4.14% |
$9.49M - $10.3M
|
3.57M
$260M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
133K+ 58.94% |
$8.91M - $9.68M
|
358K
$26.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
131KNew |
$8.76M - $9.52M
|
131K
$9.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
130K+ 36.58% |
$8.68M - $9.44M
|
484K
$35.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
117K+ 8368.57% |
$7.87M - $8.55M
|
119K
$8.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
106K+ 4.45% |
$7.13M - $7.75M
|
2.5M
$182M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
104K+ 26.58% |
$6.98M - $7.59M
|
496K
$36.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
96.6K+ 8.86% |
$6.47M - $7.04M
|
1.19M
$86.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.1K+ 26.13% |
$6.24M - $6.78M
|
449K
$32.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
84.9KNew |
$5.69M - $6.18M
|
84.9K
$6.19M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
82.2K+ 3.77% |
$5.51M - $5.99M
|
2.26M
$165M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
81.2K+ 15.96% |
$5.44M - $5.91M
|
590K
$43M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
79.6K+ 99.98% |
$5.34M - $5.8M
|
159K
$11.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
76.3K+ 52.33% |
$5.11M - $5.56M
|
222K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
73.8KNew |
$4.95M - $5.38M
|
73.8K
$5.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
70.6KNew |
$4.73M - $5.15M
|
70.6K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.6K+ 94.9% |
$4.73M - $5.14M
|
145K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
61.2KNew |
$4.1M - $4.46M
|
61.2K
$4.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
60.1K+ 56.14% |
$4.02M - $4.38M
|
167K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
56.8K+ 24.75% |
$3.81M - $4.14M
|
286K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.1K+ 3.71% |
$3.56M - $3.87M
|
1.48M
$108M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
52.9K+ 5.14% |
$3.54M - $3.85M
|
1.08M
$78.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.8K+ 3.81% |
$3.13M - $3.41M
|
1.27M
$92.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.8K+ 493.76% |
$3.13M - $3.41M
|
56.2K
$4.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
44.5K+ 4434.36% |
$2.98M - $3.24M
|
45.5K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
43.9K+ 7.55% |
$2.94M - $3.2M
|
625K
$45.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
42.2K+ 70.02% |
$2.83M - $3.07M
|
102K
$7.46M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.5K+ 6.93% |
$2.32M - $2.52M
|
533K
$38.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 16.05% |
$2.19M - $2.38M
|
236K
$17.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
32.2K+ 4.62% |
$2.15M - $2.34M
|
728K
$53.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.8K+ 43.25% |
$2.13M - $2.31M
|
105K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.3K+ 2.41% |
$2.1M - $2.28M
|
1.33M
$97M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.98M - $2.15M
|
29.5K
$2.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.3K+ 16.62% |
$1.89M - $2.06M
|
198K
$14.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
28.1K+ 1.91% |
$1.88M - $2.05M
|
1.5M
$109M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.8K+ 2.91% |
$1.86M - $2.02M
|
980K
$71.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
27.6K+ 4.12% |
$1.85M - $2.01M
|
698K
$50.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.6KNew |
$1.85M - $2.01M
|
27.6K
$2.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.3K+ 16.6% |
$1.83M - $1.99M
|
192K
$14M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26.5K+ 521.01% |
$1.78M - $1.93M
|
31.6K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.9K+ 4.73% |
$1.74M - $1.89M
|
573K
$41.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25.3K+ 3.5% |
$1.69M - $1.84M
|
747K
$54.4M
|
|