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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
221+ 0.25% |
$14.8K - $16.1K
|
89.3K
$6.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
43+ 0.27% |
$2.88K - $3.13K
|
15.8K
$1.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14.6K+ 41.09% |
$980K - $1.07M
|
50.2K
$3.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
14.2K+ 53.91% |
$952K - $1.03M
|
40.5K
$2.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-25- 0.75% |
$1.68K - $1.82K
|
3.31K
$241K
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
81.2K+ 15.96% |
$5.44M - $5.91M
|
590K
$43M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.35% |
$134 - $146
|
569
$41.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 24.04% |
$112K - $122K
|
5.28K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-1.87K- 0.42% |
$125K - $136K
|
447K
$32.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.83KNew |
$324K - $352K
|
4.83K
$352K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.18KNew |
$213K - $232K
|
3.18K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-204- 4.13% |
$13.7K - $14.9K
|
4.74K
$345K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
7.76KNew |
$520K - $565K
|
7.76K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
8.4KNew |
$563K - $612K
|
8.4K
$613K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-5.41K- 5.17% |
$363K - $394K
|
99.2K
$7.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.56K+ 14.4% |
$104K - $114K
|
12.4K
$903K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
70.6K+ 94.9% |
$4.73M - $5.14M
|
145K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
33+ 0.25% |
$2.21K - $2.4K
|
13.1K
$955K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.4K+ 20.65% |
$94K - $102K
|
8.2K
$598K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
86+ 0.16% |
$5.76K - $6.26K
|
54.6K
$3.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.62M- 65.94% |
$176M - $191M
|
1.35M
$98.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
538+ 4.38% |
$36.1K - $39.2K
|
12.8K
$935K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
27.8K+ 2.91% |
$1.86M - $2.02M
|
980K
$71.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.6KNew |
$1.85M - $2.01M
|
27.6K
$2.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
70.6KNew |
$4.73M - $5.15M
|
70.6K
$5.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-551- 68.62% |
$36.9K - $40.1K
|
252
$18.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
668+ 2.0% |
$44.8K - $48.7K
|
34.1K
$2.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.33K+ 1.07% |
$88.9K - $96.6K
|
126K
$9.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.27K- 1.59% |
$85.1K - $92.5K
|
78.4K
$5.72M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 15.18% |
$156K - $170K
|
17.7K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.2K- 0.45% |
$215K - $233K
|
709K
$51.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-127- 0.18% |
$8.51K - $9.25K
|
70.7K
$5.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-37- 1.05% |
$2.48K - $2.7K
|
3.5K
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-40- 0.33% |
$2.68K - $2.91K
|
12.1K
$883K
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
15.8K+ 9.86% |
$1.06M - $1.15M
|
176K
$12.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.68K+ 5.52% |
$649K - $705K
|
185K
$13.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.6K+ 70.77% |
$308K - $335K
|
11.1K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.66KNew |
$446K - $485K
|
6.66K
$485K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.9KNew |
$195K - $211K
|
2.9K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-505- 0.62% |
$33.8K - $36.8K
|
80.4K
$5.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.19K+ 2.08% |
$79.7K - $86.6K
|
58.3K
$4.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25.3K+ 3.5% |
$1.69M - $1.84M
|
747K
$54.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
575New |
$38.5K - $41.9K
|
575
$41.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.24K+ 157.8% |
$351K - $382K
|
8.56K
$624K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.47K- 23.17% |
$98.2K - $107K
|
4.86K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-445- 1.88% |
$29.8K - $32.4K
|
23.2K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 0.11% |
$2.95K - $3.2K
|
40.9K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.17K- 4.53% |
$145K - $158K
|
45.7K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
365+ 1.92% |
$24.5K - $26.6K
|
19.3K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 1.46% |
$1.18M - $1.29M
|
1.19M
$86.6M
|
|