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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.5K+ 521.28% |
$1.64M - $1.78M
|
29.2K
$2.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
23.7K+ 14.89% |
$1.59M - $1.73M
|
183K
$13.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23.2K+ 27.07% |
$1.56M - $1.69M
|
109K
$7.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
23K+ 2.89% |
$1.54M - $1.68M
|
820K
$59.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.7K+ 73.72% |
$1.52M - $1.66M
|
53.6K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
22K+ 12.56% |
$1.47M - $1.6M
|
197K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
19K+ 13.28% |
$1.27M - $1.38M
|
162K
$11.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Parkside Investments, LLC
|
BUY
|
- |
18.5KNew |
$1.24M - $1.35M
|
18.5K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.4K+ 4.46% |
$1.23M - $1.34M
|
431K
$31.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
18.2K+ 179.89% |
$1.22M - $1.32M
|
28.2K
$2.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
17K+ 1.11% |
$1.14M - $1.23M
|
1.55M
$113M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.8KNew |
$1.13M - $1.22M
|
16.8K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
16.8KNew |
$1.12M - $1.22M
|
16.8K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
16.6K+ 19.53% |
$1.11M - $1.21M
|
102K
$7.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.9K+ 293.72% |
$1.07M - $1.16M
|
21.3K
$1.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
15.8K+ 9.86% |
$1.06M - $1.15M
|
176K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
15.6K+ 20.41% |
$1.05M - $1.14M
|
92K
$6.71M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
15.5KNew |
$1.04M - $1.13M
|
15.5K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4K+ 16.19% |
$1.03M - $1.12M
|
110K
$8.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
BUY
|
- |
14.9K+ 1.84% |
$997K - $1.08M
|
825K
$60.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.6K+ 41.09% |
$980K - $1.07M
|
50.2K
$3.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 16.69% |
$972K - $1.06M
|
101K
$7.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.5K+ 6.95% |
$970K - $1.05M
|
223K
$16.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 53.91% |
$952K - $1.03M
|
40.5K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
14.1K+ 1482.08% |
$947K - $1.03M
|
15.1K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
13.5KNew |
$906K - $985K
|
13.5K
$986K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
13.5K+ 14.18% |
$901K - $980K
|
108K
$7.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
13.4K+ 3.44% |
$896K - $973K
|
402K
$29.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
13.1K+ 16.78% |
$880K - $956K
|
91.4K
$6.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13K+ 2.6% |
$871K - $947K
|
513K
$37.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.8K+ 4.29% |
$859K - $934K
|
312K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.7K+ 1.4% |
$853K - $928K
|
925K
$67.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
12.7K+ 1.44% |
$852K - $926K
|
895K
$65.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
12.4K+ 16.26% |
$833K - $906K
|
88.9K
$6.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10.8K+ 13.24% |
$726K - $789K
|
92.6K
$6.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 6.03% |
$702K - $763K
|
184K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3K+ 179.74% |
$692K - $752K
|
16.1K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.3K+ 4.22% |
$687K - $747K
|
253K
$18.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
10.2K+ 3.92% |
$682K - $741K
|
270K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.79K+ 4.86% |
$656K - $713K
|
211K
$15.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.68K+ 5.52% |
$649K - $705K
|
185K
$13.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
9.49K+ 6.37% |
$636K - $691K
|
158K
$11.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.47K+ 4.01% |
$635K - $690K
|
246K
$17.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.4K+ 4.02% |
$630K - $685K
|
243K
$17.7M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.35K+ 66.29% |
$627K - $681K
|
23.5K
$1.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.16K+ 2.05% |
$614K - $667K
|
457K
$33.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
9.03KNew |
$605K - $657K
|
9.03K
$658K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.53K+ 3.95% |
$571K - $621K
|
225K
$16.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
8.4KNew |
$563K - $612K
|
8.4K
$613K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.21K+ 19.93% |
$550K - $598K
|
49.4K
$3.6M
|
|