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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
96.7KNew |
$5.95M - $6.43M
|
96.7K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
84.5KNew |
$5.2M - $5.62M
|
84.5K
$5.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
82.5KNew |
$5.08M - $5.49M
|
82.5K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68.3K+ 206.51% |
$4.2M - $4.54M
|
101K
$6.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
64.7K+ 15.08% |
$3.98M - $4.3M
|
493K
$30.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
64.2K+ 10.99% |
$3.95M - $4.27M
|
648K
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
60.8K+ 8.85% |
$3.74M - $4.04M
|
748K
$46.7M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
56.7KNew |
$3.49M - $3.77M
|
56.7K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
56.2KNew |
$3.46M - $3.74M
|
56.2K
$3.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$204M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
50.6K+ 16.08% |
$3.11M - $3.36M
|
365K
$22.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 52.94% |
$2.5M - $2.71M
|
118K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.9KNew |
$2.39M - $2.59M
|
38.9K
$2.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.37M - $2.56M
|
38.5K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.4K+ 133.55% |
$2.3M - $2.48M
|
65.3K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37.4KNew |
$2.3M - $2.48M
|
37.4K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 3.13% |
$2.18M - $2.36M
|
1.17M
$73M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34.5K+ 14.71% |
$2.12M - $2.3M
|
269K
$16.8M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34KNew |
$2.09M - $2.26M
|
34K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32.2K+ 190.96% |
$1.98M - $2.14M
|
49.1K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.1KNew |
$1.97M - $2.13M
|
32.1K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
29.9KNew |
$1.84M - $1.99M
|
29.9K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 23.09% |
$1.83M - $1.98M
|
158K
$9.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26.1KNew |
$1.61M - $1.74M
|
26.1K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.4KNew |
$1.57M - $1.69M
|
25.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 9.63% |
$1.56M - $1.69M
|
289K
$18M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$1.53M - $1.65M
|
24.9K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
24.5KNew |
$1.5M - $1.63M
|
24.5K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.8K+ 85.71% |
$1.4M - $1.52M
|
49.4K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
21.6KNew |
$1.33M - $1.43M
|
21.6K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 5.17% |
$1.25M - $1.35M
|
412K
$25.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
19.7KNew |
$1.21M - $1.31M
|
19.7K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
19.5K+ 16.75% |
$1.2M - $1.29M
|
136K
$8.47M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
19KNew |
$1.17M - $1.26M
|
19K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19K+ 25.42% |
$1.17M - $1.26M
|
93.7K
$5.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 1.75% |
$1.16M - $1.25M
|
1.09M
$68.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18.2K+ 15.81% |
$1.12M - $1.21M
|
134K
$8.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
18.2K+ 1.49% |
$1.12M - $1.21M
|
1.24M
$77.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2K+ 549.71% |
$1.06M - $1.14M
|
20.3K
$1.27M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.7K+ 1.34% |
$1.03M - $1.11M
|
1.26M
$78.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.1K+ 1.62% |
$992K - $1.07M
|
1.01M
$63.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 3.03% |
$943K - $1.02M
|
521K
$32.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15K+ 5.63% |
$920K - $994K
|
280K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 66.78% |
$919K - $994K
|
37.3K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$919K - $994K
|
14.9K
$933K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.7K+ 212.27% |
$903K - $976K
|
21.6K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 148.04% |
$874K - $945K
|
23.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 235.65% |
$873K - $944K
|
20.2K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$860K - $930K
|
14K
$873K
|