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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
502New |
$35.6K - $37.5K
|
502
$36.6K
|
|
|
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 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
62.1K+ 5.35% |
$4.41M - $4.64M
|
1.22M
$89.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Daytona Street Capital LLC
Saint Louis, MO |
BUY
|
- |
4.93KNew |
$350K - $368K
|
4.93K
$360K
|
|
|
Jan 21, 2026
Q4 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
154+ 0.55% |
$10.9K - $11.5K
|
28K
$2.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-52.2K- 4.39% |
$3.71M - $3.9M
|
1.14M
$82.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.05K+ 11.14% |
$287K - $302K
|
40.4K
$2.94M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
270+ 5.34% |
$19.2K - $20.2K
|
5.33K
$389K
|
|
|
Jan 21, 2026
Q4 2025
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$284 - $299
|
1.84K
$134K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-81- 10.77% |
$5.75K - $6.05K
|
671
$48.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
37+ 0.02% |
$2.63K - $2.76K
|
170K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
17.6K+ 7.91% |
$1.25M - $1.32M
|
240K
$17.5M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.31K- 0.56% |
$306K - $322K
|
761K
$55.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3.22K+ 1.62% |
$229K - $240K
|
202K
$14.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 0.12% |
$1.07K - $1.12K
|
12.2K
$890K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.1K- 7.85% |
$1.36M - $1.43M
|
224K
$16.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12+ 0.13% |
$852 - $896
|
9.47K
$690K
|
|
|
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
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-43.9K- 31.57% |
$3.11M - $3.27M
|
95.1K
$6.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
478KNew |
$33.9M - $35.7M
|
478K
$34.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
204+ 6.26% |
$14.5K - $15.2K
|
3.46K
$253K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-172- 4.5% |
$12.2K - $12.8K
|
3.65K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-902- 0.89% |
$64K - $67.3K
|
100K
$7.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-7.92K- 4.44% |
$562K - $591K
|
170K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.83K+ 3.07% |
$201K - $211K
|
94.9K
$6.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-1.99K- 41.46% |
$141K - $149K
|
2.81K
$205K
|
|
|
Jan 20, 2026
Q4 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
19.6K+ 3.74% |
$1.39M - $1.46M
|
542K
$39.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
SELL
|
- |
-169- 2.28% |
$12K - $12.6K
|
7.25K
$529K
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
31.5K+ 3.81% |
$2.23M - $2.35M
|
856K
$62.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$71 - $74.6
|
4.77K
$348K
|
|
|
Jan 20, 2026
Q4 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.56K+ 1.76% |
$537K - $564K
|
438K
$32M
|
|
|
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 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-131- 1.06% |
$9.3K - $9.78K
|
12.2K
$889K
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
4.69KNew |
$333K - $350K
|
4.69K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.6K- 6.73% |
$114K - $120K
|
22.2K
$1.62M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.72K- 19.15% |
$122K - $128K
|
7.24K
$528K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
SELL
|
- |
-85- 0.4% |
$6.04K - $6.34K
|
21.4K
$1.56M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 5.11% |
$6.46K - $6.79K
|
1.87K
$136K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7+ 0.21% |
$497 - $522
|
3.33K
$242K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.3M+ 702.78% |
$92.2M - $96.9M
|
1.48M
$108M
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-2.19K- 6.26% |
$155K - $163K
|
32.7K
$2.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 1.03% |
$9.94K - $10.4K
|
13.5K
$983K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.54KNew |
$323K - $339K
|
4.54K
$331K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.1K+ 193.97% |
$932K - $980K
|
19.9K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4+ 0.01% |
$284 - $299
|
31.3K
$2.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.03K- 2.11% |
$73.3K - $77.1K
|
48K
$3.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.25K+ 8.36% |
$373K - $392K
|
68.1K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-443- 7.04% |
$31.5K - $33.1K
|
5.85K
$427K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
633+ 9.5% |
$44.9K - $47.2K
|
7.29K
$532K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-287- 5.07% |
$20.4K - $21.4K
|
5.38K
$392K
|
|