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 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
|
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
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 5.19% |
$28.8K - $31.3K
|
8.71K
$635K
|
|
|
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
|
Professional Financial Advisors, LLC
|
BUY
|
- |
44+ 0.25% |
$2.95K - $3.2K
|
17.7K
$1.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-36.8K- 99.61% |
$2.47M - $2.68M
|
145
$10.6K
|
|
|
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
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.58K+ 67.19% |
$240K - $261K
|
8.91K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
775New |
$51.9K - $56.5K
|
775
$56.5K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$67 - $72.8
|
3.35K
$244K
|
|
|
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
|
Quent Capital, LLC
|
BUY
|
- |
38New |
$2.55K - $2.77K
|
38
$2.77K
|
|
|
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
|
Versant Capital Management, Inc
|
BUY
|
- |
10+ 0.22% |
$670 - $728
|
4.61K
$336K
|
|
|
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
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-451- 4.47% |
$30.2K - $32.9K
|
9.63K
$702K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.23% |
$201 - $219
|
1.31K
$95.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-218- 3.12% |
$14.6K - $15.9K
|
6.77K
$494K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
11+ 0.23% |
$737 - $801
|
4.87K
$355K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
52.9K+ 5.14% |
$3.54M - $3.85M
|
1.08M
$78.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-282- 3.29% |
$18.9K - $20.5K
|
8.3K
$605K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-372- 0.34% |
$24.9K - $27.1K
|
109K
$7.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
22+ 0.16% |
$1.47K - $1.6K
|
13.6K
$990K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.55K- 0.62% |
$506K - $550K
|
1.21M
$88.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-669- 1.65% |
$44.8K - $48.7K
|
39.9K
$2.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21+ 0.41% |
$1.41K - $1.53K
|
5.18K
$378K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.5K+ 3.15% |
$100K - $109K
|
49K
$3.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-854- 1.04% |
$57.2K - $62.2K
|
81.2K
$5.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.71K- 5.39% |
$316K - $343K
|
82.6K
$6.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-40.7K- 13.76% |
$2.73M - $2.96M
|
255K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.09% |
$201 - $219
|
3.42K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
383+ 1.39% |
$25.7K - $27.9K
|
27.9K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
482+ 3.82% |
$32.3K - $35.1K
|
13.1K
$954K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
83+ 0.15% |
$5.56K - $6.05K
|
55.4K
$4.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.42K- 0.97% |
$162K - $176K
|
246K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
133K+ 58.94% |
$8.91M - $9.68M
|
358K
$26.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
169+ 0.09% |
$11.3K - $12.3K
|
190K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.24% |
$536 - $583
|
3.28K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.22K- 2.85% |
$81.5K - $88.6K
|
41.4K
$3.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.35K+ 31.3% |
$90.1K - $98K
|
5.64K
$411K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-10.1K- 8.4% |
$677K - $736K
|
110K
$8.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-53- 0.5% |
$3.55K - $3.86K
|
10.6K
$776K
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-17- 0.05% |
$1.14K - $1.24K
|
34.9K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-29.4K- 2.98% |
$1.97M - $2.14M
|
956K
$69.7M
|
|