Latest Institutional Transactions on Dimensional ETF Tr U S Equity (DFUS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Equity (DFUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.25KNew |
$385K - $416K
|
6.25K
$384K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.73KNew |
$291K - $314K
|
4.73K
$290K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.55KNew |
$464K - $502K
|
7.55K
$463K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.16K- 0.19% |
$194K - $210K
|
1.63M
$100M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-684- 4.1% |
$42.1K - $45.5K
|
16K
$982K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.85KNew |
$298K - $322K
|
4.85K
$297K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10KNew |
$618K - $668K
|
10K
$616K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
443KNew |
$27.3M - $29.5M
|
443K
$27.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.83KNew |
$297K - $321K
|
4.83K
$296K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
795+ 0.12% |
$48.9K - $52.9K
|
640K
$39.3M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-232K- 98.44% |
$14.2M - $15.4M
|
3.68K
$226K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34KNew |
$2.09M - $2.26M
|
34K
$2.09M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.08K+ 3.76% |
$66.3K - $71.7K
|
29.8K
$1.83M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.9K+ 6.4% |
$117K - $126K
|
31.5K
$1.93M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
562KNew |
$34.6M - $37.4M
|
562K
$34.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.64K- 6.42% |
$101K - $109K
|
23.9K
$1.47M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-700- 11.86% |
$43.1K - $46.6K
|
5.2K
$319K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.7K+ 1.34% |
$1.03M - $1.11M
|
1.26M
$77.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.09% |
$800 - $865
|
15K
$917K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.82K+ 2.44% |
$358K - $387K
|
245K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
4.06KNew |
$250K - $270K
|
4.06K
$249K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31+ 0.07% |
$1.91K - $2.06K
|
44.8K
$2.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2K+ 549.71% |
$1.06M - $1.14M
|
20.3K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
194KNew |
$11.9M - $12.9M
|
194K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.44K- 8.94% |
$335K - $362K
|
55.4K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11KNew |
$676K - $731K
|
11K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-266- 0.34% |
$16.4K - $17.7K
|
78.6K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 0.35% |
$1.41K - $1.53K
|
6.51K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
639+ 1.08% |
$39.3K - $42.5K
|
59.7K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$66.7K - $72.1K
|
23.6K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 1.69% |
$228K - $247K
|
216K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.44K- 16.17% |
$88.3K - $95.4K
|
7.44K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.77K- 16.47% |
$478K - $517K
|
39.4K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.09K+ 16.63% |
$313K - $338K
|
35.7K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.5K- 22.63% |
$1.82M - $1.96M
|
101K
$6.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.6K+ 117.71% |
$345K - $373K
|
10.4K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 6.05% |
$1.27M - $1.37M
|
320K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
144KNew |
$8.86M - $9.58M
|
144K
$8.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 66.78% |
$919K - $994K
|
37.3K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.56KNew |
$588K - $636K
|
9.56K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.35% |
$923 - $998
|
4.29K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63KNew |
$100K - $108K
|
1.63K
$99.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 9.63% |
$1.56M - $1.69M
|
289K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 7.04% |
$93.8K - $101K
|
20.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 235.65% |
$873K - $944K
|
20.2K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-107K- 67.57% |
$6.6M - $7.14M
|
51.5K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.24K+ 2.25% |
$507K - $548K
|
375K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.06% |
$2.28K - $2.46K
|
58.1K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-187- 3.04% |
$11.5K - $12.4K
|
5.97K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.99K- 17.97% |
$184K - $199K
|
13.7K
$839K
|