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 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
194KNew |
$11.9M - $12.9M
|
194K
$12.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2K+ 549.71% |
$1.06M - $1.14M
|
20.3K
$1.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31+ 0.07% |
$1.91K - $2.06K
|
44.8K
$2.98M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
4.06KNew |
$250K - $270K
|
4.06K
$270K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.82K+ 2.44% |
$358K - $387K
|
245K
$16.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.09% |
$800 - $865
|
15K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.44K- 8.94% |
$335K - $362K
|
55.4K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11KNew |
$676K - $731K
|
11K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-266- 0.34% |
$16.4K - $17.7K
|
78.6K
$5.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 0.35% |
$1.41K - $1.53K
|
6.51K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
639+ 1.08% |
$39.3K - $42.5K
|
59.7K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-501- 9.11% |
$30.8K - $33.3K
|
5K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 1.69% |
$228K - $247K
|
216K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.44K- 16.17% |
$88.3K - $95.4K
|
7.44K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.77K- 16.47% |
$478K - $517K
|
39.4K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.09K+ 16.63% |
$313K - $338K
|
35.7K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.5K- 22.63% |
$1.82M - $1.96M
|
101K
$6.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.6K+ 117.71% |
$345K - $373K
|
10.4K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 6.05% |
$1.27M - $1.37M
|
320K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 66.78% |
$919K - $994K
|
37.3K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.56KNew |
$588K - $636K
|
9.56K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.35% |
$923 - $998
|
4.29K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.82K+ 10.01% |
$420K - $454K
|
75K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63KNew |
$100K - $108K
|
1.63K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 9.63% |
$1.56M - $1.69M
|
289K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 7.04% |
$93.8K - $101K
|
20.1K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 235.65% |
$873K - $944K
|
20.2K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-107K- 67.57% |
$6.6M - $7.14M
|
51.5K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.24K+ 2.25% |
$507K - $548K
|
375K
$25M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.06% |
$2.28K - $2.46K
|
58.1K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-187- 3.04% |
$11.5K - $12.4K
|
5.97K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.99K- 17.97% |
$184K - $199K
|
13.7K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 7.5% |
$1.85K - $2K
|
430
$28.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
70New |
$4.31K - $4.66K
|
70
$4.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 18.31% |
$6.86M - $7.41M
|
720K
$48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.78K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.03% |
$185 - $200
|
10.3K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
144KNew |
$8.86M - $9.58M
|
144K
$9.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 11.02% |
$6.89M - $7.45M
|
1.13M
$75.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$66.7K - $72.1K
|
23.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 0.28% |
$4.37K - $4.72K
|
25.2K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.79M- 51.04% |
$110M - $119M
|
1.72M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.57K+ 11.27% |
$220K - $237K
|
35.2K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
267KNew |
$16.4M - $17.7M
|
267K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.26% |
$15.2K - $16.4K
|
93.6K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$61.8K - $66.8K
|
1K
$66.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
150KNew |
$9.24M - $9.99M
|
150K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
227New |
$14K - $15.1K
|
227
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
360+ 10.71% |
$22.1K - $23.9K
|
3.72K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-87- 3.35% |
$5.35K - $5.79K
|
2.51K
$167K
|