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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
591+ 1.16% |
$36.4K - $39.3K
|
51.6K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-18- 0.14% |
$1.11K - $1.2K
|
13.1K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.1K- 5.61% |
$2.1M - $2.27M
|
574K
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.8K+ 70.78% |
$728K - $786K
|
28.5K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
216+ 11.8% |
$13.3K - $14.4K
|
2.05K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.74M- 98.43% |
$107M - $116M
|
27.7K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43+ 0.35% |
$2.65K - $2.86K
|
12.2K
$803K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.34K- 30.67% |
$144K - $155K
|
5.28K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 3.03% |
$943K - $1.02M
|
521K
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
303New |
$18.6K - $20.1K
|
303
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-230- 1.03% |
$14.1K - $15.3K
|
22.1K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-297- 0.65% |
$18.3K - $19.8K
|
45.2K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
29.9KNew |
$1.84M - $1.99M
|
29.9K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.5K- 9.37% |
$5.88M - $6.35M
|
923K
$60.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.98K- 1.4% |
$429K - $464K
|
492K
$32.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.04% |
$3.69K - $3.99K
|
136K
$8.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78K- 1.89% |
$4.8M - $5.19M
|
4.04M
$266M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.7K+ 2.27% |
$656K - $709K
|
480K
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.59K- 21.73% |
$97.9K - $106K
|
5.73K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
4.47KNew |
$275K - $297K
|
4.47K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 0.34% |
$369 - $399
|
1.77K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.37% |
$1.11K - $1.2K
|
4.84K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-451- 1.65% |
$27.7K - $30K
|
26.8K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-231- 4.15% |
$14.2K - $15.4K
|
5.33K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
40+ 0.24% |
$2.46K - $2.66K
|
16.9K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
3.34KNew |
$205K - $222K
|
3.34K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.23K+ 30.63% |
$322K - $348K
|
22.3K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-400- 1.4% |
$24.6K - $26.6K
|
28.1K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.09KNew |
$374K - $405K
|
6.09K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-173K- 3.48% |
$10.6M - $11.5M
|
4.79M
$315M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
3.57K+ 16.07% |
$219K - $237K
|
25.8K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-102- 0.98% |
$6.28K - $6.78K
|
10.3K
$677K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.04% |
$615 - $665
|
23.8K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
704+ 1.62% |
$43.3K - $46.8K
|
44.1K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.85K- 5.2% |
$360K - $389K
|
107K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-732- 0.7% |
$45K - $48.7K
|
104K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11K+ 2.16% |
$130K - $141K
|
100K
$6.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 7.65% |
$10.6M - $11.4M
|
2.42M
$159M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.4KNew |
$1.57M - $1.69M
|
25.4K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19K+ 25.42% |
$1.17M - $1.26M
|
93.7K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-986- 0.92% |
$60.7K - $65.6K
|
106K
$7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.19K+ 48.41% |
$442K - $478K
|
22K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.6M+ 201.36% |
$1.08B - $1.17B
|
26.4M
$1.73B
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.66K- 7.29% |
$225K - $243K
|
46.5K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-287- 1.63% |
$17.7K - $19.1K
|
17.3K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
7.01K+ 0.72% |
$431K - $466K
|
982K
$64.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.37M - $2.56M
|
38.5K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.68KNew |
$350K - $378K
|
5.68K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
13.8K+ 3.37% |
$852K - $921K
|
425K
$28M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.4KNew |
$762K - $824K
|
12.4K
$815K
|