Purchases and Sales Made in Q4 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 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 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.09K+ 3.99% |
$503K - $529K
|
185K
$13.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.01KNew |
$498K - $524K
|
7.01K
$511K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.43K+ 52.34% |
$385K - $405K
|
15.8K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.25K+ 8.36% |
$373K - $392K
|
68.1K
$4.96M
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.15K+ 2.03% |
$365K - $384K
|
258K
$18.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.09KNew |
$362K - $380K
|
5.09K
$371K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.03K+ 12.42% |
$357K - $375K
|
45.5K
$3.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
4.93KNew |
$350K - $368K
|
4.93K
$360K
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
4.69KNew |
$333K - $350K
|
4.69K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.54KNew |
$323K - $339K
|
4.54K
$331K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.37KNew |
$310K - $326K
|
4.37K
$318K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
4.32K+ 52.75% |
$307K - $323K
|
12.5K
$913K
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.05K+ 11.14% |
$287K - $302K
|
40.4K
$2.94M
|
|
|
Jan 27, 2026
Q4 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.45KNew |
$245K - $258K
|
3.45K
$252K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.3K+ 49.53% |
$234K - $246K
|
9.96K
$726K
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3.22K+ 1.62% |
$229K - $240K
|
202K
$14.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.22K+ 1.31% |
$228K - $240K
|
250K
$18.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
3.03KNew |
$215K - $226K
|
3.03K
$221K
|
|
|
Jan 22, 2026
Q4 2025
|
Prosperity Advisers, LLC
Fort Washington, PA |
BUY
|
- |
3KNew |
$213K - $224K
|
3K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.83K+ 3.07% |
$201K - $211K
|
94.9K
$6.92M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.38K+ 6.14% |
$169K - $178K
|
41.2K
$3M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$165K - $174K
|
2.33K
$170K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.93K+ 0.94% |
$137K - $144K
|
207K
$15.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.76K+ 0.25% |
$125K - $131K
|
700K
$51M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.55K+ 5969.23% |
$110K - $116K
|
1.58K
$115K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.54K+ 0.43% |
$110K - $115K
|
360K
$26.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.35K+ 1.25% |
$95.9K - $101K
|
110K
$8.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22K+ 7.34% |
$86.4K - $90.8K
|
17.8K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.21K+ 4.02% |
$86.2K - $90.6K
|
31.4K
$2.29M
|
|
|
Jan 27, 2026
Q4 2025
|
Busey Wealth Management
|
BUY
|
- |
1.15K+ 23.24% |
$81.4K - $85.6K
|
6.08K
$443K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 10.56% |
$79.5K - $83.6K
|
11.7K
$855K
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.04K+ 22.91% |
$74.1K - $77.8K
|
5.6K
$408K
|
|
|
Jan 28, 2026
Q4 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
971+ 10.22% |
$68.9K - $72.5K
|
10.5K
$764K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
811+ 1.2% |
$57.6K - $60.5K
|
68.5K
$5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
746+ 5.14% |
$53K - $55.7K
|
15.3K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
633+ 9.5% |
$44.9K - $47.2K
|
7.29K
$532K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
603+ 1.51% |
$42.8K - $45K
|
40.5K
$2.95M
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
BUY
|
- |
560+ 3.39% |
$39.8K - $41.8K
|
17.1K
$1.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
555+ 0.4% |
$39.4K - $41.4K
|
141K
$10.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
502New |
$35.6K - $37.5K
|
502
$36.6K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
448New |
$31.8K - $33.4K
|
448
$32.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
426+ 0.5% |
$30.2K - $31.8K
|
86.1K
$6.27M
|
|
|
Jan 28, 2026
Q4 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
423+ 58.18% |
$30K - $31.6K
|
1.15K
$83.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
289+ 2.21% |
$20.5K - $21.6K
|
13.4K
$975K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
272+ 0.34% |
$19.3K - $20.3K
|
79.3K
$5.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
270+ 5.34% |
$19.2K - $20.2K
|
5.33K
$389K
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
258+ 0.1% |
$18.3K - $19.3K
|
255K
$18.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
248+ 0.08% |
$17.6K - $18.5K
|
318K
$23.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
204+ 6.26% |
$14.5K - $15.2K
|
3.46K
$253K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
154+ 0.55% |
$10.9K - $11.5K
|
28K
$2.04M
|
|