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 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$140K - $154K
|
3.39K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
753+ 12.28% |
$31.1K - $34.2K
|
6.89K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$5.77M - $6.35M
|
140K
$8.11M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
408New |
$16.8K - $18.5K
|
408
$23.7K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1KNew |
$416K - $459K
|
10.1K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.8KNew |
$1.06M - $1.17M
|
25.8K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.57K+ 2.5% |
$64.6K - $71.2K
|
64.3K
$3.73M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
889New |
$36.7K - $40.4K
|
889
$51.6K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.9K- 2.88% |
$78.4K - $86.3K
|
64K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.17KNew |
$213K - $235K
|
5.17K
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$187K - $206K
|
4.54K
$263K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
28+ 0.31% |
$1.15K - $1.27K
|
8.97K
$520K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$191K - $211K
|
4.64K
$269K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-878- 5.24% |
$36.2K - $39.9K
|
15.9K
$921K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 6.57% |
$38.9K - $44.3K
|
16.2K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
811New |
$31.5K - $35.9K
|
811
$47.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 14.31% |
$58.4K - $66.7K
|
9K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 10.05% |
$26.5K - $30.3K
|
6.12K
$355K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.39K+ 10.76% |
$54.1K - $61.7K
|
14.3K
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 98.56% |
$74.6K - $85.1K
|
28
$1.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.61KNew |
$218K - $249K
|
5.61K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.41% |
$194 - $222
|
1.21K
$70.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
167+ 2.9% |
$6.49K - $7.4K
|
5.92K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.26KNew |
$88K - $100K
|
2.26K
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
4.18KNew |
$163K - $185K
|
4.18K
$243K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5+ 0.01% |
$194 - $222
|
46.6K
$2.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$199K - $227K
|
5.12K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.67KNew |
$220K - $251K
|
5.67K
$329K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 78.21% |
$47.4K - $54.1K
|
340
$19.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.14K+ 43.62% |
$161K - $184K
|
13.6K
$791K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.68KNew |
$260K - $296K
|
6.68K
$388K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
6.96K+ 0.65% |
$270K - $308K
|
1.08M
$62.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$194K - $221K
|
4.99K
$290K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-386- 1.45% |
$15K - $17.1K
|
26.2K
$1.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.25KNew |
$48.5K - $55.3K
|
1.25K
$72.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$9.13K - $10.4K
|
235
$13.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
72.8KNew |
$2.83M - $3.23M
|
72.8K
$4.23M
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35KNew |
$208K - $249K
|
5.35K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$388 - $466
|
10
$580
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
198K+ 110.8% |
$7.7M - $9.23M
|
377K
$21.9M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.9K+ 38.65% |
$1.63M - $1.95M
|
150K
$8.73M
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.15KNew |
$44.4K - $53.3K
|
1.15K
$66.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-180- 2.88% |
$6.99K - $8.38K
|
6.06K
$352K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.3K- 9.4% |
$89.3K - $107K
|
22.2K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.33K- 19.33% |
$51.4K - $61.7K
|
5.53K
$321K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$122K - $146K
|
3.14K
$182K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-950- 8.25% |
$36.9K - $44.2K
|
10.6K
$613K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
60+ 0.4% |
$2.33K - $2.79K
|
15.1K
$877K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6K- 66.67% |
$233K - $279K
|
3K
$174K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2K- 7.29% |
$77.6K - $93.1K
|
25.4K
$1.48M
|
|