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 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.47KNew |
$337K - $364K
|
5.47K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.46KNew |
$336K - $363K
|
5.46K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 6.06% |
$331K - $358K
|
94.1K
$5.87M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.23K+ 30.63% |
$322K - $348K
|
22.3K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.19KNew |
$319K - $345K
|
5.19K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.09K+ 16.63% |
$313K - $338K
|
35.7K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.07KNew |
$312K - $337K
|
5.07K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.84KNew |
$297K - $322K
|
4.84K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
4.7K+ 56.8% |
$289K - $313K
|
13K
$810K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.69K+ 1.8% |
$289K - $312K
|
265K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 7.77% |
$284K - $307K
|
64K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.58KNew |
$282K - $305K
|
4.58K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.48K+ 10.17% |
$276K - $298K
|
48.5K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.47KNew |
$275K - $297K
|
4.47K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.43K+ 6.2% |
$272K - $294K
|
75.9K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.34KNew |
$267K - $288K
|
4.34K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.21KNew |
$259K - $280K
|
4.21K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.15KNew |
$255K - $276K
|
4.15K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.12KNew |
$254K - $274K
|
4.12K
$257K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
4.06KNew |
$250K - $270K
|
4.06K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.94K+ 21.57% |
$242K - $262K
|
22.2K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 5.94% |
$241K - $260K
|
69.8K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.77KNew |
$232K - $251K
|
3.77K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.66KNew |
$225K - $243K
|
3.66K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.57K+ 11.27% |
$220K - $237K
|
35.2K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.57K+ 16.07% |
$219K - $237K
|
25.8K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.56K+ 5.89% |
$219K - $237K
|
64K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
3.56KNew |
$219K - $237K
|
3.56K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.54K+ 2.71% |
$218K - $235K
|
134K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$216K - $234K
|
3.51K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.41K+ 38.82% |
$210K - $226K
|
12.2K
$760K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.4KNew |
$209K - $226K
|
3.4K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.39K+ 5.84% |
$208K - $225K
|
61.4K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.37K+ 8.05% |
$207K - $224K
|
45.2K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
3.34KNew |
$205K - $222K
|
3.34K
$208K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.33K+ 30.36% |
$205K - $221K
|
14.3K
$893K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
3.17KNew |
$195K - $211K
|
3.17K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$192K - $208K
|
3.13K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.01K+ 3.13% |
$185K - $200K
|
99.3K
$6.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 1.22% |
$168K - $182K
|
226K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.59K+ 1.59% |
$159K - $172K
|
165K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 0.39% |
$157K - $170K
|
653K
$40.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.53K+ 1.27% |
$156K - $168K
|
202K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.36K+ 5.65% |
$145K - $157K
|
44.1K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26K+ 27.05% |
$139K - $150K
|
10.6K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 50.2% |
$131K - $142K
|
6.38K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11K+ 2.16% |
$130K - $141K
|
100K
$6.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 265.82% |
$123K - $133K
|
2.75K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 6.64% |
$118K - $128K
|
30.8K
$1.92M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.9K+ 6.4% |
$117K - $126K
|
31.5K
$1.97M
|