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 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 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
347+ 0.93% |
$24.6K - $25.9K
|
37.8K
$2.75M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
333+ 1.43% |
$23.6K - $24.9K
|
23.6K
$1.72M
|
|
|
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
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
137+ 1.81% |
$9.73K - $10.2K
|
7.72K
$563K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
137+ 1.52% |
$9.73K - $10.2K
|
9.14K
$666K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
136+ 1.55% |
$9.66K - $10.2K
|
8.9K
$649K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
104+ 0.09% |
$7.38K - $7.76K
|
114K
$8.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 5.11% |
$6.46K - $6.79K
|
1.87K
$136K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
77+ 1.29% |
$5.47K - $5.75K
|
6.05K
$441K
|
|
|
Jan 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
63+ 0.13% |
$4.47K - $4.7K
|
47.5K
$3.46M
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
62+ 0.11% |
$4.4K - $4.63K
|
58.4K
$4.26M
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.2% |
$3.83K - $4.03K
|
27.6K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53+ 0.09% |
$3.76K - $3.96K
|
59.4K
$4.33M
|
|
|
Jan 28, 2026
Q4 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
48+ 33.1% |
$3.41K - $3.58K
|
193
$14.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
42+ 1.0% |
$2.98K - $3.13K
|
4.25K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.21% |
$2.7K - $2.84K
|
17.7K
$1.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
37+ 0.02% |
$2.63K - $2.76K
|
170K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
37+ 0.63% |
$2.63K - $2.76K
|
5.87K
$428K
|
|
|
Jan 28, 2026
Q4 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
28+ 0.21% |
$1.99K - $2.09K
|
13.1K
$957K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.73% |
$1.78K - $1.87K
|
3.45K
$251K
|
|
|
Jan 30, 2026
Q4 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
21+ 0.21% |
$1.49K - $1.57K
|
9.95K
$725K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
18+ 0.04% |
$1.28K - $1.34K
|
40.9K
$2.98M
|
|
|
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 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
16+ 0.18% |
$1.14K - $1.19K
|
8.73K
$636K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 0.12% |
$1.07K - $1.12K
|
12.2K
$890K
|
|
|
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 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.13% |
$852 - $896
|
9.47K
$690K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
12+ 0.22% |
$852 - $896
|
5.49K
$400K
|
|
|
Jan 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.22% |
$781 - $821
|
5.03K
$367K
|
|
|
Jan 28, 2026
Q4 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
10+ 0.22% |
$710 - $746
|
4.55K
$331K
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
10+ 0.21% |
$710 - $746
|
4.88K
$356K
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.23% |
$710 - $746
|
4.36K
$318K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.2% |
$639 - $672
|
4.62K
$337K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$497 - $522
|
3.33K
$242K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7+ 0.07% |
$497 - $522
|
9.54K
$695K
|
|
|
Jan 21, 2026
Q4 2025
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$284 - $299
|
1.84K
$134K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$284 - $299
|
4
$292
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4+ 0.01% |
$284 - $299
|
31.3K
$2.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.23% |
$213 - $224
|
1.31K
$95.7K
|
|