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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
5.12K+ 14.34% |
$343K - $373K
|
40.8K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-22.9K- 0.5% |
$1.53M - $1.67M
|
4.57M
$333M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.39K- 1.46% |
$92.8K - $101K
|
93.7K
$6.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.24K- 65.14% |
$284K - $309K
|
2.27K
$166K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-42- 0.87% |
$2.81K - $3.06K
|
4.81K
$351K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
40+ 0.69% |
$2.68K - $2.91K
|
5.83K
$425K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-718- 11.25% |
$48.1K - $52.3K
|
5.67K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
225+ 0.34% |
$15.1K - $16.4K
|
66.4K
$4.84M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-35- 0.7% |
$2.35K - $2.55K
|
4.94K
$360K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 21.22% |
$854K - $929K
|
47.3K
$3.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
847+ 0.76% |
$56.8K - $61.7K
|
112K
$8.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1.73K- 2.49% |
$116K - $126K
|
67.7K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.32K- 1.52% |
$88.5K - $96.2K
|
85.6K
$6.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.34K+ 2.65% |
$492K - $534K
|
284K
$20.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.51K- 1.24% |
$235K - $256K
|
280K
$20.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.23K+ 5.83% |
$149K - $162K
|
40.5K
$2.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-486- 4.87% |
$32.6K - $35.4K
|
9.5K
$693K
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
14.5K+ 6.95% |
$970K - $1.05M
|
223K
$16.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-9.76K- 5.2% |
$654K - $711K
|
178K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
4+ 0.03% |
$268 - $291
|
14K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
104K+ 26.58% |
$6.98M - $7.59M
|
496K
$36.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.81K- 1.13% |
$121K - $132K
|
158K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
SELL
|
- |
-1.35K- 17.75% |
$90.7K - $98.6K
|
6.27K
$457K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.52K+ 9.97% |
$236K - $256K
|
38.8K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-106- 0.35% |
$7.1K - $7.72K
|
30K
$2.19M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.89KNew |
$194K - $211K
|
2.89K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
16.8KNew |
$1.13M - $1.22M
|
16.8K
$1.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
106K+ 4.45% |
$7.13M - $7.75M
|
2.5M
$182M
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
538+ 50.23% |
$36.1K - $39.2K
|
1.61K
$117K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.33K- 0.11% |
$88.9K - $96.6K
|
1.22M
$89.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
227New |
$15.2K - $16.5K
|
227
$16.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232K+ 73.96% |
$15.5M - $16.9M
|
545K
$39.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.57% |
$6.7K - $7.28K
|
17.4K
$1.27M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
14+ 0.24% |
$938 - $1.02K
|
5.84K
$426K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
69+ 2.12% |
$4.62K - $5.03K
|
3.32K
$242K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.73KNew |
$116K - $126K
|
1.73K
$126K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.24% |
$804 - $874
|
5.02K
$366K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.12K- 8.08% |
$142K - $154K
|
24.1K
$1.76M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.17K- 2.37% |
$78.5K - $85.4K
|
48.3K
$3.52M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.17% |
$69.3K - $75.3K
|
48.7K
$3.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
738+ 0.66% |
$49.5K - $53.8K
|
113K
$8.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$192K - $209K
|
2.87K
$209K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
13.1K+ 16.78% |
$880K - $956K
|
91.4K
$6.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
222K+ 8.12% |
$14.9M - $16.2M
|
2.95M
$215M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-15- 0.1% |
$1.01K - $1.09K
|
14.7K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$804 - $874
|
4.8K
$350K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4K+ 379.67% |
$93.9K - $102K
|
1.77K
$129K
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.33K+ 0.42% |
$88.8K - $96.5K
|
313K
$22.8M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-500- 2.35% |
$33.5K - $36.4K
|
20.7K
$1.51M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
28.3K+ 16.62% |
$1.89M - $2.06M
|
198K
$14.5M
|
|