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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.85K- 5.2% |
$360K - $389K
|
107K
$6.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-732- 0.7% |
$45K - $48.7K
|
104K
$6.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
13.8K+ 3.37% |
$852K - $921K
|
425K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11K+ 2.16% |
$130K - $141K
|
100K
$5.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 7.65% |
$10.6M - $11.4M
|
2.42M
$141M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.4KNew |
$1.57M - $1.69M
|
25.4K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19K+ 25.42% |
$1.17M - $1.26M
|
93.7K
$5.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-986- 0.92% |
$60.7K - $65.6K
|
106K
$6.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.19K+ 48.41% |
$442K - $478K
|
22K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.6M+ 201.36% |
$1.08B - $1.17B
|
26.4M
$1.53B
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.66K- 7.29% |
$225K - $243K
|
46.5K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-287- 1.63% |
$17.7K - $19.1K
|
17.3K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
7.01K+ 0.72% |
$431K - $466K
|
982K
$57M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.37M - $2.56M
|
38.5K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.68KNew |
$350K - $378K
|
5.68K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.4KNew |
$209K - $226K
|
3.4K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.4KNew |
$762K - $824K
|
12.4K
$719K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$919K - $994K
|
14.9K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-731- 0.8% |
$45K - $48.6K
|
91K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.9K- 8.64% |
$3.5M - $3.78M
|
602K
$34.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 23.09% |
$1.83M - $1.98M
|
158K
$9.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
164KNew |
$10.1M - $10.9M
|
164K
$9.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$66.1K - $71.5K
|
13.9K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 1.75% |
$1.16M - $1.25M
|
1.09M
$63.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.12K+ 3.53% |
$376K - $407K
|
179K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
19KNew |
$1.17M - $1.26M
|
19K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.6K- 21.38% |
$283K - $306K
|
16.9K
$981K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 0.36% |
$5.91K - $6.38K
|
26.8K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
104KNew |
$6.42M - $6.94M
|
104K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.66KNew |
$225K - $243K
|
3.66K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
56.7KNew |
$3.49M - $3.77M
|
56.7K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.75K+ 8.83% |
$415K - $449K
|
83.2K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.35% |
$923 - $998
|
4.31K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37.4KNew |
$2.3M - $2.48M
|
37.4K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
19.7KNew |
$1.21M - $1.31M
|
19.7K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-335- 7.56% |
$20.6K - $22.3K
|
4.1K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
19.5K+ 16.75% |
$1.2M - $1.29M
|
136K
$7.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-250- 7.03% |
$15.4K - $16.6K
|
3.31K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.2K- 2.89% |
$2.91M - $3.14M
|
1.58M
$92M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4.62K+ 7.77% |
$284K - $307K
|
64K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
11.1K+ 0.67% |
$682K - $737K
|
1.67M
$97M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
198KNew |
$12.2M - $13.2M
|
198K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15K+ 5.63% |
$920K - $994K
|
280K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.5K- 3.91% |
$92.5K - $100K
|
37K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-285- 4.15% |
$17.5K - $19K
|
6.58K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.98K- 2.73% |
$245K - $264K
|
142K
$8.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.04KNew |
$63.7K - $68.8K
|
1.04K
$60.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.86K- 1.56% |
$237K - $256K
|
244K
$14.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.33K+ 30.36% |
$205K - $221K
|
14.3K
$830K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.1K- 6.69% |
$314K - $339K
|
71.1K
$4.13M
|