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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$44.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$61.5 - $66.5
|
1.64M
$104M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$13.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$5.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.78KNew |
$355K - $384K
|
5.78K
$365K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 0.15% |
$5.35K - $5.79K
|
59.2K
$3.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
100KNew |
$6.16M - $6.65M
|
100K
$6.33M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.27% |
$923 - $998
|
5.61K
$354K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 3.59% |
$1.98M - $2.2M
|
1.02M
$64.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
645+ 1.45% |
$36.1K - $40.1K
|
45.1K
$2.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-135- 1.28% |
$7.57K - $8.4K
|
10.4K
$657K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$655K - $727K
|
11.7K
$739K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$392 - $435
|
2.6K
$164K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.64% |
$972K - $1.08M
|
391K
$24.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-225- 0.49% |
$12.6K - $14K
|
45.5K
$2.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.36KNew |
$188K - $209K
|
3.36K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
836+ 2.97% |
$46.8K - $52K
|
29K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.17K- 12.68% |
$122K - $135K
|
15K
$946K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.21K- 0.67% |
$292K - $324K
|
777K
$49.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.29K+ 36.05% |
$241K - $267K
|
16.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.49K+ 11.94% |
$364K - $403K
|
60.8K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
453+ 0.09% |
$25.4K - $28.2K
|
509K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.7K+ 11.76% |
$769K - $853K
|
130K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.01K+ 9.89% |
$113K - $125K
|
22.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 0.51% |
$144K - $160K
|
505K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$70.1K - $77.8K
|
1.25K
$79K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 60.85% |
$168K - $186K
|
7.93K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
491+ 3.26% |
$27.5K - $30.5K
|
15.5K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$224 - $249
|
3.51K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.26% |
$1.34K - $1.49K
|
9.43K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.22K- 4.7% |
$68.2K - $75.7K
|
24.7K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-153- 3.99% |
$8.57K - $9.52K
|
3.68K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 0.63% |
$56.3K - $62.4K
|
159K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.04% |
$1.46K - $1.62K
|
58.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11K- 1.7% |
$619K - $687K
|
640K
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 9.85% |
$1.1M - $1.22M
|
219K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 19.77% |
$170K - $189K
|
18.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 8.03% |
$90.2K - $100K
|
21.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.84K+ 1.06% |
$215K - $239K
|
367K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-24.5K- 3.86% |
$1.37M - $1.53M
|
611K
$38.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.83K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.33K+ 1.81% |
$130K - $145K
|
131K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.6KNew |
$596K - $661K
|
10.6K
$672K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82.4K+ 6.57% |
$4.62M - $5.12M
|
1.34M
$84.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 12.73% |
$6.43M - $7.14M
|
1.02M
$64.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.91K- 62.2% |
$555K - $616K
|
6.02K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.7K+ 67.2% |
$713K - $792K
|
31.7K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.12K+ 1.76% |
$175K - $194K
|
180K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-42- 0.09% |
$2.35K - $2.61K
|
44.9K
$2.84M
|
|