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 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
259New |
$11.5K - $13.5K
|
259
$15K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-24- 0.3% |
$1.07K - $1.25K
|
8.06K
$467K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178K- 51.99% |
$7.93M - $9.26M
|
164K
$9.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.59K- 8.59% |
$70.7K - $82.6K
|
16.9K
$982K
|
|
| Q3 2023 | |||||||
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-620- 3.69% |
$28.7K - $30.9K
|
16.2K
$939K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.54K+ 1800.0% |
$117K - $127K
|
2.68K
$155K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.14M - $1.23M
|
24.6K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
42+ 0.07% |
$1.94K - $2.09K
|
64K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 20.0% |
$4.63K - $4.99K
|
600
$34.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.14K+ 64.21% |
$377K - $406K
|
20.8K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18+ 0.22% |
$833 - $898
|
8.22K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-540- 42.52% |
$25K - $26.9K
|
730
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-211- 24.25% |
$9.77K - $10.5K
|
659
$38.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.69K+ 6.18% |
$217K - $234K
|
80.5K
$4.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$5.55M - $5.98M
|
120K
$6.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-556- 1.06% |
$25.7K - $27.7K
|
51.7K
$3M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
21.2KNew |
$981K - $1.06M
|
21.2K
$1.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-103- 0.57% |
$4.77K - $5.14K
|
18K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.24% |
$69.5K - $74.9K
|
119K
$6.93M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-528- 6.57% |
$24.4K - $26.3K
|
7.5K
$435K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
202+ 2.24% |
$9.35K - $10.1K
|
9.22K
$535K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.3KNew |
$199K - $215K
|
4.3K
$250K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-315- 0.57% |
$14.6K - $15.7K
|
55.3K
$3.21M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.1K- 16.42% |
$659K - $725K
|
76.6K
$4.45M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.91KClosed |
$83.7K - $92.1K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
8.39KNew |
$367K - $404K
|
8.39K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.82KNew |
$167K - $184K
|
3.82K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$185K - $203K
|
4.22K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.82K- 3.87% |
$79.7K - $87.7K
|
45.3K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-50- 0.56% |
$2.19K - $2.41K
|
8.81K
$511K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$2.09M - $2.3M
|
47.7K
$2.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$188K - $207K
|
4.31K
$250K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$197K - $217K
|
4.5K
$261K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.97% |
$4.86K - $5.35K
|
5.53K
$321K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.92K+ 46.44% |
$391K - $430K
|
28.1K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4KNew |
$175K - $193K
|
4K
$232K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
46.6K+ 3.62% |
$2.04M - $2.24M
|
1.33M
$77.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-206- 3.69% |
$9.02K - $9.92K
|
5.37K
$312K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
49+ 0.33% |
$2.14K - $2.36K
|
14.8K
$857K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.23K- 42.89% |
$141K - $155K
|
4.29K
$249K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.28KNew |
$56K - $61.6K
|
1.28K
$74.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$79.7K - $87.7K
|
1.82K
$106K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$339K - $373K
|
7.75K
$450K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-73.4KClosed |
$3.03M - $3.34M
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.31% |
$454 - $500
|
3.51K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
7.05KNew |
$291K - $320K
|
7.05K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.19KNew |
$297K - $327K
|
7.19K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.74KNew |
$361K - $397K
|
8.74K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.13K+ 5.46% |
$46.7K - $51.5K
|
21.9K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.46KNew |
$390K - $430K
|
9.46K
$549K
|
|