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 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-385- 1.48% |
$23.7K - $25.6K
|
25.6K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.9KNew |
$2.39M - $2.59M
|
38.9K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
527K+ 6396.73% |
$32.5M - $35.1M
|
536K
$31.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 82.82% |
$93.4K - $101K
|
315
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.92K+ 5.94% |
$241K - $260K
|
69.8K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 6.06% |
$331K - $358K
|
94.1K
$5.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34.5K+ 14.71% |
$2.12M - $2.3M
|
269K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 0.31% |
$97.1K - $105K
|
507K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
295KNew |
$18.2M - $19.6M
|
295K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69.6K- 4.51% |
$4.28M - $4.63M
|
1.47M
$85.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.82K+ 4.66% |
$420K - $454K
|
153K
$8.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.97KNew |
$552K - $597K
|
8.97K
$521K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.45% |
$6.15K - $6.65K
|
22.2K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.43K+ 6.2% |
$272K - $294K
|
75.9K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.47KNew |
$582K - $629K
|
9.47K
$549K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
284+ 1.62% |
$17.5K - $18.9K
|
17.8K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
565+ 3.49% |
$34.8K - $37.6K
|
16.8K
$973K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
9.54K+ 12.9% |
$587K - $634K
|
83.5K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.4K- 3.66% |
$2.85M - $3.09M
|
1.22M
$70.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.34K- 4.76% |
$82.4K - $89.1K
|
26.8K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
21.6KNew |
$1.33M - $1.43M
|
21.6K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
253KNew |
$15.5M - $16.8M
|
253K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 11.21% |
$67.3K - $72.8K
|
10.9K
$630K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
47+ 0.36% |
$2.89K - $3.13K
|
13K
$754K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
831+ 1.83% |
$51.1K - $55.3K
|
46.1K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$81.8M - $88.4M
|
1.33M
$77.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
106K+ 27.32% |
$6.55M - $7.08M
|
496K
$28.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.71K- 3.41% |
$413K - $446K
|
190K
$11M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.33K- 6.23% |
$82.1K - $88.7K
|
20.1K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-183- 2.86% |
$11.3K - $12.2K
|
6.22K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.34K+ 143.78% |
$451K - $488K
|
12.4K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
83+ 0.82% |
$5.11K - $5.52K
|
10.2K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
20+ 0.35% |
$1.23K - $1.33K
|
5.79K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147+ 1.81% |
$9.04K - $9.78K
|
8.28K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
255+ 4.41% |
$15.7K - $17K
|
6.04K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 265.82% |
$123K - $133K
|
2.75K
$160K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.49K+ 47.54% |
$91.7K - $99.2K
|
4.63K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.1K- 1.04% |
$747K - $807K
|
1.15M
$67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.94K+ 21.57% |
$242K - $262K
|
22.2K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.88K- 1.16% |
$423K - $458K
|
586K
$34M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.56K+ 5.89% |
$219K - $237K
|
64K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.51K- 5.34% |
$154K - $167K
|
44.5K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
440+ 0.07% |
$27.1K - $29.3K
|
611K
$35.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.31K- 11.81% |
$388K - $419K
|
47.1K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-214- 1.62% |
$13.2K - $14.2K
|
13K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.38K+ 9.21% |
$577K - $624K
|
111K
$6.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.78K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.53K- 41.84% |
$340K - $367K
|
7.68K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-507- 1.85% |
$31.2K - $33.7K
|
26.9K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$599K - $647K
|
9.73K
$565K
|