Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.71K- 3.41% |
$413K - $446K
|
190K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.75K- 0.87% |
$416K - $449K
|
770K
$48.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.88K- 1.16% |
$423K - $458K
|
586K
$36.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.98K- 1.4% |
$429K - $464K
|
492K
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.77K- 16.47% |
$478K - $517K
|
39.4K
$2.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.81K- 6.25% |
$481K - $520K
|
117K
$7.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 6.27% |
$504K - $545K
|
123K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-8.21K- 6.5% |
$505K - $546K
|
118K
$7.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.3K- 1.34% |
$572K - $618K
|
687K
$42.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.1K- 1.04% |
$747K - $807K
|
1.15M
$72.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-13.8K- 14.56% |
$848K - $917K
|
80.9K
$5.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 4.79% |
$905K - $978K
|
292K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15.3K- 4.96% |
$938K - $1.01M
|
292K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.4K- 4.83% |
$950K - $1.03M
|
304K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-15.5K- 20.53% |
$952K - $1.03M
|
59.9K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-18.8K- 2.29% |
$1.15M - $1.25M
|
801K
$50M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-18.9K- 4.0% |
$1.16M - $1.25M
|
453K
$28.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-19.9K- 4.07% |
$1.22M - $1.32M
|
468K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.9K- 19.8% |
$1.23M - $1.33M
|
80.7K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 6.05% |
$1.27M - $1.37M
|
320K
$20M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20.9K- 0.88% |
$1.28M - $1.39M
|
2.34M
$146M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-21K- 4.24% |
$1.29M - $1.4M
|
474K
$29.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-21.3K- 2.91% |
$1.31M - $1.42M
|
713K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.48% |
$1.31M - $1.42M
|
137K
$8.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.2K- 86.6% |
$1.61M - $1.74M
|
4.06K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.5K- 22.63% |
$1.82M - $1.96M
|
101K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.1K- 5.61% |
$2.1M - $2.27M
|
574K
$35.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.4K- 3.66% |
$2.85M - $3.09M
|
1.22M
$76.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.2K- 2.89% |
$2.91M - $3.14M
|
1.58M
$98.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-55.8K- 0.95% |
$3.43M - $3.71M
|
5.8M
$362M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.9K- 8.64% |
$3.5M - $3.78M
|
602K
$37.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-58.8K- 4.78% |
$3.62M - $3.91M
|
1.17M
$73.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.7K- 1.74% |
$3.92M - $4.23M
|
3.6M
$225M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-64.7K- 17.12% |
$3.98M - $4.3M
|
313K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-68.9K- 5.41% |
$4.24M - $4.58M
|
1.2M
$75.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69.6K- 4.51% |
$4.28M - $4.63M
|
1.47M
$92M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78K- 1.89% |
$4.8M - $5.19M
|
4.04M
$252M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82K- 7.4% |
$5.04M - $5.45M
|
1.03M
$64M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.5K- 9.37% |
$5.88M - $6.35M
|
923K
$57.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-107K- 67.57% |
$6.6M - $7.14M
|
51.5K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-173K- 3.48% |
$10.6M - $11.5M
|
4.79M
$299M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-181K- 57.1% |
$11.1M - $12M
|
136K
$8.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-232K- 98.44% |
$14.2M - $15.4M
|
3.68K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-444K- 25.12% |
$27.3M - $29.5M
|
1.32M
$82.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.74M- 98.43% |
$107M - $116M
|
27.7K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.79M- 51.04% |
$110M - $119M
|
1.72M
$107M
|