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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$18.7K - $20.9K
|
9.56K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.16K- 2.06% |
$68.8K - $77.1K
|
55K
$3.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
17.6K+ 13.19% |
$1.05M - $1.18M
|
151K
$8.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 68.38% |
$9.21M - $10.3M
|
380K
$22.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.6K- 11.42% |
$95.3K - $107K
|
12.4K
$720K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.5KNew |
$2.36M - $2.64M
|
39.5K
$2.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
163K+ 4644.28% |
$9.72M - $10.9M
|
167K
$9.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5K+ 579.61% |
$1.4M - $1.57M
|
27.6K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-7.82K- 1.21% |
$466K - $522K
|
639K
$37M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-154- 1.56% |
$9.18K - $10.3K
|
9.73K
$564K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 62.12% |
$2.44K - $2.74K
|
107
$6.21K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.21K- 4.21% |
$251K - $281K
|
95.8K
$5.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
95.2K+ 14.31% |
$5.67M - $6.35M
|
760K
$44.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-671- 6.36% |
$40K - $44.8K
|
9.87K
$573K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$119 - $133
|
822
$47.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 0.05% |
$2.86K - $3.2K
|
89.5K
$5.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$242K - $271K
|
4.06K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.42K+ 7.76% |
$204K - $228K
|
47.5K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
57.1K+ 8.66% |
$3.4M - $3.81M
|
716K
$41.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-256- 2.18% |
$15.3K - $17.1K
|
11.5K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-759- 1.69% |
$45.2K - $50.6K
|
44K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-6.16K- 0.6% |
$367K - $411K
|
1.02M
$59.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-14.5K- 62.15% |
$863K - $966K
|
8.82K
$512K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 2.34% |
$80.5K - $90.1K
|
56.4K
$3.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.14K+ 79.78% |
$187K - $210K
|
7.08K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.21% |
$477 - $534
|
3.87K
$224K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.14K+ 9.9% |
$127K - $142K
|
23.7K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.1K- 1.76% |
$722K - $808K
|
674K
$39.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 6.18% |
$92.2K - $103K
|
23.5K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
300+ 2.31% |
$17.9K - $20K
|
13.3K
$770K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
18+ 0.07% |
$1.07K - $1.2K
|
27.5K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
3.04KNew |
$181K - $202K
|
3.04K
$176K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
3.76K+ 11.76% |
$224K - $251K
|
35.7K
$2.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.16% |
$2.27K - $2.53K
|
24.1K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.2K+ 50.68% |
$250K - $280K
|
12.5K
$724K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.16% |
$536 - $600
|
5.62K
$326K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 0.19% |
$2.92K - $3.27K
|
26K
$1.51M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16KNew |
$985K - $1.06M
|
16K
$929K
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
55.7KNew |
$3.43M - $3.71M
|
55.7K
$3.23M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.9KNew |
$1.16M - $1.26M
|
18.9K
$1.1M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
12.9KNew |
$792K - $856K
|
12.9K
$747K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
67.8KNew |
$4.17M - $4.51M
|
67.8K
$3.94M
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
4.73KNew |
$291K - $314K
|
4.73K
$274K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
6.25KNew |
$385K - $416K
|
6.25K
$363K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.55KNew |
$464K - $502K
|
7.55K
$438K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-684- 4.1% |
$42.1K - $45.5K
|
16K
$928K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.85KNew |
$298K - $322K
|
4.85K
$281K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
10KNew |
$618K - $668K
|
10K
$583K
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
443KNew |
$27.3M - $29.5M
|
443K
$25.7M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
4.83KNew |
$297K - $321K
|
4.83K
$280K
|
|