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 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.82K+ 0.75% |
$323K - $351K
|
650K
$47.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
6.69KNew |
$448K - $487K
|
6.69K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.24% |
$737 - $801
|
4.54K
$331K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.2K+ 26.87% |
$215K - $233K
|
15.1K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
61+ 0.1% |
$4.09K - $4.44K
|
59.4K
$4.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.91K+ 51.38% |
$329K - $358K
|
14.5K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-266- 2.08% |
$17.8K - $19.4K
|
12.5K
$914K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
43.9K+ 7.55% |
$2.94M - $3.2M
|
625K
$45.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
760+ 0.51% |
$50.9K - $55.4K
|
151K
$11M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.67K+ 12.48% |
$447K - $486K
|
60.1K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13K+ 2.6% |
$871K - $947K
|
513K
$37.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.8K+ 3.81% |
$3.13M - $3.41M
|
1.27M
$92.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-46- 0.19% |
$3.08K - $3.35K
|
23.8K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.84K+ 1.56% |
$191K - $207K
|
185K
$13.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
120+ 0.52% |
$8.04K - $8.74K
|
23.2K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
56.8K+ 24.75% |
$3.81M - $4.14M
|
286K
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-290- 3.69% |
$19.4K - $21.1K
|
7.58K
$553K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24.2K- 4.21% |
$1.62M - $1.76M
|
550K
$40.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-59.7K- 1.18% |
$4M - $4.35M
|
4.99M
$364M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
18+ 0.24% |
$1.21K - $1.31K
|
7.39K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.25K- 1.11% |
$83.4K - $90.7K
|
111K
$8.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10.3K+ 4.22% |
$687K - $747K
|
253K
$18.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
18+ 0.14% |
$1.21K - $1.31K
|
12.9K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-788- 2.5% |
$52.8K - $57.4K
|
30.8K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.96K- 27.17% |
$265K - $288K
|
10.6K
$774K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$1.21K - $1.31K
|
23.2K
$1.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.29K+ 2.02% |
$421K - $458K
|
318K
$23.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15.9K+ 293.72% |
$1.07M - $1.16M
|
21.3K
$1.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.23% |
$670 - $728
|
4.35K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
355+ 1.17% |
$23.8K - $25.9K
|
30.8K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-496- 2.26% |
$33.2K - $36.1K
|
21.4K
$1.56M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.78K- 6.8% |
$186K - $202K
|
38K
$2.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-426- 1.74% |
$28.5K - $31K
|
24K
$1.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.01K+ 7.27% |
$537K - $583K
|
118K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
38+ 35.51% |
$2.55K - $2.77K
|
145
$10.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-151- 2.41% |
$10.1K - $11K
|
6.12K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.4K+ 4.46% |
$1.23M - $1.34M
|
431K
$31.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1+ 0.01% |
$67 - $72.8
|
18K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.21K - $1.31K
|
8.71K
$635K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
4.61K+ 9.75% |
$309K - $336K
|
51.9K
$3.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.01% |
$67 - $72.8
|
13.8K
$1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
142K+ 4.14% |
$9.49M - $10.3M
|
3.57M
$260M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-93- 2.38% |
$6.23K - $6.77K
|
3.82K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
36+ 0.25% |
$2.41K - $2.62K
|
14.4K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-914- 0.95% |
$61.2K - $66.6K
|
95.2K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
22.7K+ 73.72% |
$1.52M - $1.66M
|
53.6K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.98K+ 6.93% |
$133K - $144K
|
30.5K
$2.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
SELL
|
- |
-3- -0.0% |
$201 - $219
|
101K
$7.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-448- 2.99% |
$30K - $32.6K
|
14.5K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-335- 10.24% |
$22.4K - $24.4K
|
2.94K
$214K
|
|