Latest Institutional Purchases of Dimensional ETF Tr U S Equity (DFUS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Equity (DFUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
17.6M+ 201.36% |
$1.08B - $1.17B
|
26.4M
$1.72B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.33MNew |
$81.8M - $88.4M
|
1.33M
$86.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
960K+ 2245.61% |
$59.1M - $63.9M
|
1M
$65.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
646KNew |
$39.8M - $43M
|
646K
$42.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
601KNew |
$37M - $39.9M
|
601K
$39.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
562KNew |
$34.6M - $37.4M
|
562K
$36.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
527K+ 6396.73% |
$32.5M - $35.1M
|
536K
$34.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
517K+ 3374.27% |
$31.8M - $34.3M
|
532K
$34.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
495K+ 27.2% |
$30.5M - $32.9M
|
2.32M
$151M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
463K+ 229.8% |
$28.5M - $30.8M
|
665K
$43.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
445KNew |
$27.4M - $29.6M
|
445K
$29M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
391K+ 54.99% |
$24.1M - $26M
|
1.1M
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
378K+ 28.32% |
$23.3M - $25.2M
|
1.71M
$112M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
358KNew |
$22M - $23.8M
|
358K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
306KNew |
$18.9M - $20.4M
|
306K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
295KNew |
$18.2M - $19.6M
|
295K
$19.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
275K+ 13.15% |
$16.9M - $18.3M
|
2.37M
$154M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
271K+ 12.1% |
$16.7M - $18M
|
2.51M
$163M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
267KNew |
$16.4M - $17.7M
|
267K
$17.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
253KNew |
$15.5M - $16.8M
|
253K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
249KNew |
$15.3M - $16.6M
|
249K
$16.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
247KNew |
$15.2M - $16.4M
|
247K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
232K+ 6300.0% |
$14.2M - $15.4M
|
235K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
205K+ 24.97% |
$12.6M - $13.6M
|
1.03M
$66.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
198KNew |
$12.2M - $13.2M
|
198K
$12.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
194KNew |
$11.9M - $12.9M
|
194K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 114.66% |
$11.2M - $12.1M
|
340K
$22.2M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
181KNew |
$11.1M - $12M
|
181K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 7.65% |
$10.6M - $11.4M
|
2.42M
$158M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
164KNew |
$10.1M - $10.9M
|
164K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
158KNew |
$9.72M - $10.5M
|
158K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
150KNew |
$9.24M - $9.99M
|
150K
$9.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
144KNew |
$8.86M - $9.58M
|
144K
$9.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
137K+ 1086.39% |
$8.41M - $9.09M
|
149K
$9.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
131KNew |
$8.03M - $8.68M
|
131K
$8.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
130KNew |
$7.97M - $8.62M
|
130K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
124K+ 20.93% |
$7.6M - $8.21M
|
713K
$46.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 9.08% |
$7.23M - $7.81M
|
1.41M
$91.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
114KNew |
$7.04M - $7.61M
|
114K
$7.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
113KNew |
$6.98M - $7.54M
|
113K
$7.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 11.02% |
$6.89M - $7.45M
|
1.13M
$73.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
112KNew |
$6.87M - $7.43M
|
112K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 18.31% |
$6.86M - $7.41M
|
720K
$46.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
106K+ 27.32% |
$6.55M - $7.08M
|
496K
$32.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
104KNew |
$6.42M - $6.94M
|
104K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
103KNew |
$6.31M - $6.82M
|
103K
$6.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
100KNew |
$6.16M - $6.65M
|
100K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
99.8K+ 17.6% |
$6.14M - $6.64M
|
667K
$43.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
96.7KNew |
$5.95M - $6.43M
|
96.7K
$6.3M
|