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 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
272+ 0.34% |
$19.3K - $20.3K
|
79.3K
$5.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-437- 1.25% |
$31K - $32.6K
|
34.6K
$2.52M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-92- 0.06% |
$6.53K - $6.87K
|
146K
$10.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.93K+ 0.94% |
$137K - $144K
|
207K
$15.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.3K+ 4.63% |
$947K - $995K
|
301K
$22M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 2.71% |
$106K - $112K
|
53.7K
$3.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.88K- 3.19% |
$204K - $215K
|
87.3K
$6.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7+ 0.07% |
$497 - $522
|
9.54K
$695K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 1.4% |
$1.59M - $1.67M
|
1.58M
$115M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
137+ 1.52% |
$9.73K - $10.2K
|
9.14K
$666K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-451- 12.87% |
$32K - $33.7K
|
3.05K
$223K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.2% |
$639 - $672
|
4.62K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.22K- 3.2% |
$86.3K - $90.8K
|
36.8K
$2.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.35K+ 1.25% |
$95.9K - $101K
|
110K
$8.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-63.7K- 48.77% |
$4.52M - $4.76M
|
66.9K
$4.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
7.65K+ 9.13% |
$543K - $571K
|
91.4K
$6.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-79.8K- 12.57% |
$5.67M - $5.96M
|
555K
$40.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-28- 0.72% |
$1.99K - $2.09K
|
3.86K
$282K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-452- 0.47% |
$32.1K - $33.7K
|
94.8K
$6.91M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-61- 0.49% |
$4.33K - $4.55K
|
12.3K
$899K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.6K+ 2.53% |
$821K - $863K
|
468K
$34.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
77+ 1.29% |
$5.47K - $5.75K
|
6.05K
$441K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53+ 0.09% |
$3.76K - $3.96K
|
59.4K
$4.33M
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-20- 0.68% |
$1.42K - $1.49K
|
2.91K
$212K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18+ 0.22% |
$1.28K - $1.34K
|
8.3K
$605K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.94KNew |
$564K - $593K
|
7.94K
$579K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
104+ 0.09% |
$7.38K - $7.76K
|
114K
$8.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
26.7K+ 3.67% |
$1.89M - $1.99M
|
754K
$55M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-105- 4.29% |
$7.46K - $7.84K
|
2.34K
$171K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.61K- 31.91% |
$443K - $482K
|
14.1K
$1.03M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
274+ 3.03% |
$18.4K - $20K
|
9.31K
$679K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.83K- 2.2% |
$457K - $497K
|
304K
$22.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 1.46% |
$168K - $182K
|
169K
$12.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.84K+ 2889.47% |
$258K - $280K
|
3.98K
$290K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
15.5KNew |
$1.04M - $1.13M
|
15.5K
$1.13M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-14.7K- 31.84% |
$987K - $1.07M
|
31.5K
$2.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.05K- 23.21% |
$70.4K - $76.5K
|
3.47K
$253K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
27.6K+ 4.12% |
$1.85M - $2.01M
|
698K
$50.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
SELL
|
- |
-766K- 99.55% |
$51.3M - $55.8M
|
3.49K
$254K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-672- 6.34% |
$45K - $48.9K
|
9.92K
$723K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.7K- 10.11% |
$1.19M - $1.29M
|
158K
$11.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.84K- 27.57% |
$190K - $207K
|
7.47K
$544K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.58K- 3.74% |
$173K - $188K
|
66.2K
$4.83M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.8K+ 43.25% |
$2.13M - $2.31M
|
105K
$7.67M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
17+ 0.03% |
$1.14K - $1.24K
|
48.9K
$3.56M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.86K- 2.63% |
$258K - $281K
|
143K
$10.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
175+ 2.01% |
$11.7K - $12.7K
|
8.87K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.02K- 7.61% |
$68.1K - $74K
|
12.3K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-2K- 7.08% |
$134K - $146K
|
26.2K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.5KNew |
$1.98M - $2.15M
|
29.5K
$2.15M
|
|