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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-16- 0.13% |
$984 - $1.06K
|
12.3K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
187+ 2.12% |
$11.5K - $12.4K
|
9.02K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
96.7KNew |
$5.95M - $6.43M
|
96.7K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 2.7% |
$90.7K - $98.1K
|
56K
$3.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
306KNew |
$18.9M - $20.4M
|
306K
$17.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-47- 0.54% |
$2.89K - $3.13K
|
8.63K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
50.6K+ 16.08% |
$3.11M - $3.36M
|
365K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.92K- 0.27% |
$179K - $194K
|
1.07M
$62.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.37% |
$123 - $133
|
536
$31.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-793- 0.16% |
$48.8K - $52.7K
|
508K
$29.5M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13.8K+ 8.53% |
$849K - $917K
|
176K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.32K- 10.78% |
$266K - $287K
|
35.8K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.71KNew |
$474K - $513K
|
7.71K
$447K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
960K+ 2245.61% |
$59.1M - $63.9M
|
1M
$58.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 2.32% |
$36.2K - $39.1K
|
24.7K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
205K+ 24.97% |
$12.6M - $13.6M
|
1.03M
$59.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 0.36% |
$738 - $798
|
3.38K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 95.74% |
$472K - $510K
|
15.7K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 148.04% |
$874K - $945K
|
23.8K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.36% |
$1.11K - $1.2K
|
4.99K
$289K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
447+ 0.68% |
$27.5K - $29.7K
|
66.1K
$3.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.35K- 0.23% |
$145K - $156K
|
1.02M
$59.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-914- 0.4% |
$56.2K - $60.8K
|
228K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-753- 1.25% |
$46.3K - $50.1K
|
59.3K
$3.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.69K+ 1.8% |
$289K - $312K
|
265K
$15.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.84KNew |
$297K - $322K
|
4.84K
$281K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.01K- 6.45% |
$62.1K - $67.2K
|
14.7K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 0.76% |
$92.9K - $100K
|
197K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-828- 5.52% |
$50.9K - $55.1K
|
14.2K
$823K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.1KNew |
$1.97M - $2.13M
|
32.1K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$1.53M - $1.65M
|
24.9K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.83KNew |
$359K - $388K
|
5.83K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-98- 0.64% |
$6.03K - $6.52K
|
15.1K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.1K- 3.97% |
$67.4K - $72.8K
|
26.5K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.4K- 39.43% |
$209K - $226K
|
5.23K
$303K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.48K+ 10.17% |
$276K - $298K
|
48.5K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-885- 3.08% |
$54.4K - $58.9K
|
27.9K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
84.5KNew |
$5.2M - $5.62M
|
84.5K
$4.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.01K+ 3.13% |
$185K - $200K
|
99.3K
$5.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-763- 4.36% |
$46.9K - $50.7K
|
16.7K
$971K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-59- 0.18% |
$3.63K - $3.92K
|
32.9K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-65- 0.26% |
$4K - $4.32K
|
24.8K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
60.8K+ 8.85% |
$3.74M - $4.04M
|
748K
$43.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.45% |
$66.4K - $71.8K
|
242K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-872- 0.51% |
$53.6K - $58K
|
169K
$9.83M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-638- 2.79% |
$39.2K - $42.4K
|
22.2K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.21KNew |
$259K - $280K
|
4.21K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.11% |
$1.6K - $1.73K
|
23.1K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 8.67% |
$4.31K - $4.66K
|
737
$42.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.46KNew |
$336K - $363K
|
5.46K
$316K
|