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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$335 - $364
|
5.44K
$396K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.19K- 43.97% |
$415K - $451K
|
7.89K
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
581New |
$38.9K - $42.3K
|
581
$42.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.05K- 0.6% |
$70.4K - $76.6K
|
174K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31+ 0.11% |
$2.08K - $2.26K
|
27.9K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$3.42K - $3.71K
|
25.1K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-700- 3.7% |
$46.9K - $51K
|
18.2K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.7K- 68.71% |
$2.66M - $2.89M
|
18.1K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-372- 2.47% |
$24.9K - $27.1K
|
14.7K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-765- 8.69% |
$51.3K - $55.7K
|
8.04K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
467+ 7.54% |
$31.3K - $34K
|
6.66K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-404- 2.78% |
$27.1K - $29.4K
|
14.1K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
518+ 1.98% |
$34.7K - $37.7K
|
26.6K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.97K+ 0.74% |
$534K - $580K
|
1.09M
$79.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.72KNew |
$517K - $562K
|
7.72K
$563K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 57.82% |
$136K - $148K
|
5.54K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
523+ 0.12% |
$35K - $38.1K
|
433K
$31.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.47M+ 47.36% |
$98.2M - $107M
|
4.56M
$333M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
16.8KNew |
$1.12M - $1.22M
|
16.8K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-173- 0.67% |
$11.6K - $12.6K
|
25.5K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.53K- 12.45% |
$102K - $111K
|
10.7K
$783K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.15K+ 2.92% |
$412K - $448K
|
217K
$15.8M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
13.5K+ 14.18% |
$901K - $980K
|
108K
$7.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 55.56% |
$1.68K - $1.82K
|
20
$1.46K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.59K+ 54.17% |
$107K - $116K
|
4.53K
$330K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.06K+ 0.72% |
$138K - $150K
|
290K
$21.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-3.71K- 29.93% |
$249K - $271K
|
8.7K
$634K
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-220K- 71.38% |
$14.7M - $16M
|
88.1K
$6.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.35K+ 10.56% |
$90.1K - $98K
|
14.1K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-37- 0.22% |
$2.48K - $2.7K
|
16.6K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.41MNew |
$94.5M - $103M
|
1.41M
$103M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.91K- 40.92% |
$329K - $358K
|
7.09K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-36.8K- 99.61% |
$2.47M - $2.68M
|
145
$10.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
151+ 3.28% |
$10.1K - $11K
|
4.76K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 5.19% |
$28.8K - $31.3K
|
8.71K
$635K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
44+ 0.25% |
$2.95K - $3.2K
|
17.7K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
239+ 0.36% |
$16K - $17.4K
|
65.9K
$4.8M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67 - $72.8
|
3.35K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
775New |
$51.9K - $56.5K
|
775
$56.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$2.55K - $2.77K
|
38
$2.77K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.58K+ 67.19% |
$240K - $261K
|
8.91K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
12.7K+ 1.4% |
$853K - $928K
|
925K
$67.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
463+ 1.07% |
$31K - $33.7K
|
43.8K
$3.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.79K+ 4.86% |
$656K - $713K
|
211K
$15.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
4.61K+ 4.22% |
$309K - $336K
|
114K
$8.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-556- 0.33% |
$37.3K - $40.5K
|
170K
$12.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$67 - $72.8
|
4.77K
$348K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
12.4K+ 16.26% |
$833K - $906K
|
88.9K
$6.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.51K+ 2.07% |
$101K - $110K
|
74.2K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-372- 0.34% |
$24.9K - $27.1K
|
109K
$7.97M
|
|