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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-141- 10.51% |
$5.59K - $6.98K
|
1.2K
$79.7K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$770K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
9.89KNew |
$392K - $489K
|
9.89K
$657K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.65KNew |
$65.5K - $81.8K
|
1.65K
$110K
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1K- 15.38% |
$39.6K - $49.5K
|
5.5K
$365K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-4.63KClosed |
$184K - $229K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.73KNew |
$227K - $283K
|
5.73K
$380K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$400K - $500K
|
10.1K
$671K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
34KNew |
$1.35M - $1.68M
|
34K
$2.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.59KClosed |
$182K - $227K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-4KClosed |
$181K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.99KNew |
$361K - $416K
|
7.99K
$531K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-892Closed |
$40.3K - $46.4K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.12KClosed |
$186K - $214K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.88KClosed |
$175K - $202K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$52.2K - $60.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.05KClosed |
$92.6K - $107K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.25KClosed |
$101K - $117K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.23K- 10.52% |
$152K - $168K
|
27.4K
$1.82M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
11.1KNew |
$522K - $576K
|
11.1K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.37KNew |
$159K - $175K
|
3.37K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.8KClosed |
$132K - $145K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.09KNew |
$239K - $264K
|
5.09K
$338K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.2KNew |
$572K - $632K
|
12.2K
$808K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-309- 4.82% |
$14.5K - $16.1K
|
6.1K
$405K
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
29.3KNew |
$1.38M - $1.52M
|
29.3K
$1.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
37.7KNew |
$1.78M - $1.96M
|
37.7K
$2.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
459New |
$21.6K - $23.9K
|
459
$30.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-5.01KClosed |
$236K - $260K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.26KNew |
$247K - $273K
|
5.26K
$350K
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66New |
$3.07K - $3.28K
|
66
$4.39K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
6.12KNew |
$284K - $304K
|
6.12K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.12K+ 70.3% |
$284K - $304K
|
14.8K
$985K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11.6KClosed |
$538K - $575K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.3KClosed |
$107K - $115K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.37KClosed |
$203K - $217K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.32KClosed |
$247K - $264K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16.8KClosed |
$779K - $833K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$870K - $931K
|
18.7K
$1.24M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.4KClosed |
$1.92M - $2.06M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-462- 26.61% |
$21.1K - $21.8K
|
1.27K
$84.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.19KNew |
$238K - $245K
|
5.19K
$345K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$953K - $982K
|
20.8K
$1.38M
|
|
|
Aug 13, 2021
Q2 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14.9KNew |
$683K - $704K
|
14.9K
$992K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$3.11K - $3.2K
|
68
$4.52K
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.7KNew |
$2.5M - $2.58M
|
54.7K
$3.63M
|
|
|
Aug 09, 2021
Q2 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
55.7KNew |
$2.55M - $2.63M
|
55.7K
$3.7M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
760New |
$34.8K - $35.8K
|
760
$50.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$557K - $574K
|
12.2K
$810K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.94KNew |
$226K - $233K
|
4.94K
$328K
|
|