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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423+ 0.94% |
$25.2K - $28.2K
|
45.6K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
73.6KNew |
$4.39M - $4.91M
|
73.6K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
482New |
$28.7K - $32.2K
|
482
$35.1K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-38.6K- 69.19% |
$2.3M - $2.57M
|
17.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-481- 5.04% |
$28.7K - $32.1K
|
9.07K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.9KNew |
$1.78M - $1.99M
|
29.9K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21.9KNew |
$1.31M - $1.46M
|
21.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-425- 5.71% |
$25.3K - $28.4K
|
7.02K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 6.98% |
$1.79K - $2K
|
400
$29.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
736+ 0.71% |
$43.9K - $49.1K
|
105K
$7.65M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 3.55% |
$25.8K - $28.8K
|
12.6K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 70.38% |
$906K - $1.01M
|
6.4K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
270+ 30.37% |
$16.1K - $18K
|
1.16K
$84.5K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-529K- 98.77% |
$31.5M - $35.3M
|
6.58K
$480K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 11.29% |
$135K - $151K
|
22.3K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31.2KNew |
$1.86M - $2.08M
|
31.2K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
4.99KNew |
$297K - $333K
|
4.99K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.3KNew |
$612K - $685K
|
10.3K
$748K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$298K - $333K
|
5K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-600- 5.18% |
$35.8K - $40K
|
11K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-345- 1.57% |
$20.6K - $23K
|
21.7K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17KNew |
$1.01M - $1.13M
|
17K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.42% |
$2.15K - $2.4K
|
8.59K
$627K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-843- 8.47% |
$50.3K - $56.2K
|
9.12K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-399- 1.6% |
$23.8K - $26.6K
|
24.5K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-545- 2.0% |
$32.5K - $36.4K
|
26.7K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.3KNew |
$375K - $420K
|
6.3K
$459K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
313New |
$18.7K - $20.9K
|
313
$22.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.59KNew |
$333K - $373K
|
5.59K
$407K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-450- 4.88% |
$26.8K - $30K
|
8.76K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-432- 4.66% |
$25.8K - $28.8K
|
8.83K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
163K+ 4644.28% |
$9.72M - $10.9M
|
167K
$12.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-14.5K- 62.15% |
$863K - $966K
|
8.82K
$643K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$242K - $271K
|
4.06K
$296K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 0.19% |
$2.92K - $3.27K
|
26K
$1.9M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.15K- 14.28% |
$70.6K - $76.3K
|
6.89K
$502K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.25KNew |
$385K - $416K
|
6.25K
$456K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.73KNew |
$291K - $314K
|
4.73K
$345K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-684- 4.1% |
$42.1K - $45.5K
|
16K
$1.17M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10KNew |
$618K - $668K
|
10K
$732K
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.83KNew |
$297K - $321K
|
4.83K
$352K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
4.06KNew |
$250K - $270K
|
4.06K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.99K- 17.97% |
$184K - $199K
|
13.7K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
70New |
$4.31K - $4.66K
|
70
$5.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.6K+ 117.71% |
$345K - $373K
|
10.4K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.48% |
$1.31M - $1.42M
|
137K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
227New |
$14K - $15.1K
|
227
$16.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-501- 9.11% |
$30.8K - $33.3K
|
5K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.38KNew |
$84.9K - $91.8K
|
1.38K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33- 0.93% |
$2.03K - $2.19K
|
3.52K
$257K
|
|