Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q4 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
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
308K
+ 8.62%
$21.8M - $23M
3.87M $282M
Jan 12, 2026 Q4 2025
Evanson Asset Management, LLC

BUY
 -
32.6K
+ 3.55%
$2.31M - $2.43M
950K $69.3M
Jan 12, 2026 Q4 2025
Canvas Wealth Advisors, LLC

BUY
 -
32.3K
+ 79.69%
$2.29M - $2.41M
72.9K $5.31M
Jan 05, 2026 Q4 2025
Helen Stephens Group, LLC

BUY
 -
26.7K
+ 3.67%
$1.89M - $1.99M
754K $55M
Jan 13, 2026 Q4 2025
Boston Premier Wealth LLC

Hanover, MA
BUY
 -
26.6K
+ 23.38%
$1.89M - $1.99M
141K $10.2M
Jan 13, 2026 Q4 2025
Trinity Financial Advisors LLC

BUY
 -
21.7K
+ 8.82%
$1.54M - $1.62M
268K $19.5M
Jan 12, 2026 Q4 2025
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
18.9K
+ 11.29%
$1.34M - $1.41M
186K $13.6M
Jan 09, 2026 Q4 2025
Keb Asset Management, LLC

Springfield, IL
BUY
 -
13.3K
+ 4.63%
$947K - $995K
301K $22M
Jan 07, 2026 Q4 2025
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
11.6K
+ 2.53%
$821K - $863K
468K $34.1M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
10.5K
New
$749K - $787K
10.5K $769K
Jan 12, 2026 Q4 2025
Cva Family Office, LLC

BUY
 -
9.07K
+ 12.69%
$644K - $677K
80.5K $5.87M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
7.94K
New
$564K - $593K
7.94K $579K
Jan 08, 2026 Q4 2025
Ridgeline Wealth, LLC

Mesa, AZ
BUY
 -
7.65K
+ 9.13%
$543K - $571K
91.4K $6.67M
Jan 12, 2026 Q4 2025
Spinnaker Investment Group, LLC

BUY
 -
4.37K
New
$310K - $326K
4.37K $318K
Jan 13, 2026 Q4 2025
21 West Wealth Management LLC

Tustin, CA
BUY
 -
2.38K
+ 6.14%
$169K - $178K
41.2K $3M
Jan 09, 2026 Q4 2025
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
1.93K
+ 0.94%
$137K - $144K
207K $15.1M
Jan 08, 2026 Q4 2025
Bayshore Asset Management, LLC

BUY
 -
1.35K
+ 1.25%
$95.9K - $101K
110K $8.01M
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
746
+ 5.14%
$53K - $55.7K
15.3K $1.11M
Jan 09, 2026 Q4 2025
Dopkins Wealth Management, LLC

BUY
 -
272
+ 0.34%
$19.3K - $20.3K
79.3K $5.78M
Jan 08, 2026 Q4 2025
Sincerus Advisory, LLC

New York, NY
BUY
 -
137
+ 1.52%
$9.73K - $10.2K
9.14K $666K
Jan 05, 2026 Q4 2025
Jdh Wealth Management, LLC

Santa Rosa, CA
BUY
 -
104
+ 0.09%
$7.38K - $7.76K
114K $8.28M
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
77
+ 1.29%
$5.47K - $5.75K
6.05K $441K
Jan 07, 2026 Q4 2025
Cwa Asset Management Group, LLC

BUY
 -
53
+ 0.09%
$3.76K - $3.96K
59.4K $4.33M
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
25
+ 0.73%
$1.78K - $1.87K
3.45K $251K
Jan 06, 2026 Q4 2025
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
18
+ 0.22%
$1.28K - $1.34K
8.3K $605K
Jan 13, 2026 Q4 2025
Shearwater Capital LLC

BUY
 -
18
+ 0.04%
$1.28K - $1.34K
40.9K $2.98M
Jan 13, 2026 Q4 2025
Sharkey, Howes & Javer

BUY
 -
13
+ 0.22%
$923 - $970
5.85K $427K
Jan 13, 2026 Q4 2025
Norden Group LLC

Provo, UT
BUY
 -
13
+ 0.21%
$923 - $970
6.1K $444K
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
9
+ 0.2%
$639 - $672
4.62K $337K
Jan 08, 2026 Q4 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
7
+ 0.07%
$497 - $522
9.54K $695K
Jan 07, 2026 Q4 2025
Lynch & Associates

SELL
 -
-20
- 0.68%
$1.42K - $1.49K
2.91K $212K
Jan 08, 2026 Q4 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
SELL
 -
-28
- 0.72%
$1.99K - $2.09K
3.86K $282K
Jan 07, 2026 Q4 2025
Everhart Financial Group, Inc.

SELL
 -
-61
- 0.49%
$4.33K - $4.55K
12.3K $899K
Jan 12, 2026 Q4 2025
Quantum Financial Advisors, LLC

Manhattan Beach, CA
SELL
 -
-66
- 0.06%
$4.69K - $4.93K
105K $7.64M
Jan 09, 2026 Q4 2025
Rf&L Wealth Management, LLC

Acton, MA
SELL
 -
-92
- 0.06%
$6.53K - $6.87K
146K $10.7M
Jan 02, 2026 Q4 2025
Global Wealth Strategies & Associates

Denver, CO
SELL
 -
-105
- 4.29%
$7.46K - $7.84K
2.34K $171K
Jan 12, 2026 Q4 2025
Shira Ridge Wealth Management

Larkspur, CA
SELL
 -
-173
- 1.39%
$12.3K - $12.9K
12.2K $893K
Jan 13, 2026 Q4 2025
Lionshead Wealth Management, LLC

New York, NY
SELL
 -
-299
- 3.96%
$21.2K - $22.3K
7.25K $529K
Jan 13, 2026 Q4 2025
Ifg Advisors, LLC

SELL
 -
-300
- 2.32%
$21.3K - $22.4K
12.6K $921K
Jan 09, 2026 Q4 2025
Cambridge Financial Group, LLC

Tucson, AZ
SELL
 -
-437
- 1.25%
$31K - $32.6K
34.6K $2.52M
Jan 08, 2026 Q4 2025
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
SELL
 -
-451
- 12.87%
$32K - $33.7K
3.05K $223K
Jan 08, 2026 Q4 2025
Aurelius Family Office LLC

Bedford, NH
SELL
 -
-452
- 0.47%
$32.1K - $33.7K
94.8K $6.91M
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
SELL
 -
-1.01K
- 11.15%
$71.4K - $75.1K
8.02K $585K
Jan 08, 2026 Q4 2025
True Wealth Design, LLC

Akron, OH
SELL
 -
-1.22K
- 3.2%
$86.3K - $90.8K
36.8K $2.68M
Jan 08, 2026 Q4 2025
Websterrogers Financial Advisors, LLC

SELL
 -
-1.5K
- 2.71%
$106K - $112K
53.7K $3.92M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

SELL
 -
-2.88K
- 3.19%
$204K - $215K
87.3K $6.36M
Jan 13, 2026 Q4 2025
Cpa Asset Management LLC

West Palm Beach, FL
SELL
 -
-8.06K
- 6.82%
$572K - $602K
110K $8.03M
Jan 13, 2026 Q4 2025
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-11K
- 51.77%
$783K - $823K
10.3K $749K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

SELL
 -
-22.4K
- 1.4%
$1.59M - $1.67M
1.58M $115M

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