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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.3M+ 702.78% |
$92.2M - $96.9M
|
1.48M
$108M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
308K+ 8.62% |
$21.8M - $23M
|
3.87M
$282M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
189K+ 7.55% |
$13.4M - $14.1M
|
2.69M
$196M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
154KNew |
$10.9M - $11.5M
|
154K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
87.1K+ 102.59% |
$6.18M - $6.5M
|
172K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
61.4K+ 26.74% |
$4.36M - $4.58M
|
291K
$21.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
32.6K+ 3.55% |
$2.31M - $2.43M
|
950K
$69.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
32.3K+ 79.69% |
$2.29M - $2.41M
|
72.9K
$5.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
26.7K+ 3.67% |
$1.89M - $1.99M
|
754K
$55M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
26.6K+ 23.38% |
$1.89M - $1.99M
|
141K
$10.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
25.9KNew |
$1.84M - $1.94M
|
25.9K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
21.8K+ 6.95% |
$1.55M - $1.63M
|
335K
$24.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
21.7K+ 8.82% |
$1.54M - $1.62M
|
268K
$19.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
18.9K+ 11.29% |
$1.34M - $1.41M
|
186K
$13.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13.9K+ 2.71% |
$987K - $1.04M
|
527K
$38.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.3K+ 4.63% |
$947K - $995K
|
301K
$22M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.6K+ 2.53% |
$821K - $863K
|
468K
$34.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
11.2K+ 2.26% |
$797K - $838K
|
507K
$37M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$749K - $787K
|
10.5K
$769K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
9.69K+ 57.86% |
$688K - $723K
|
26.4K
$1.93M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9.07K+ 12.69% |
$644K - $677K
|
80.5K
$5.87M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
7.94KNew |
$564K - $593K
|
7.94K
$579K
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
7.65K+ 9.13% |
$543K - $571K
|
91.4K
$6.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7.09K+ 3.99% |
$503K - $529K
|
185K
$13.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.01KNew |
$498K - $524K
|
7.01K
$511K
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
5.25K+ 8.36% |
$373K - $392K
|
68.1K
$4.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.37KNew |
$310K - $326K
|
4.37K
$318K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.22K+ 1.31% |
$228K - $240K
|
250K
$18.2M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
2.38K+ 6.14% |
$169K - $178K
|
41.2K
$3M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.33KNew |
$165K - $174K
|
2.33K
$170K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.93K+ 0.94% |
$137K - $144K
|
207K
$15.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.35K+ 1.25% |
$95.9K - $101K
|
110K
$8.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.22K+ 7.34% |
$86.4K - $90.8K
|
17.8K
$1.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.21K+ 4.02% |
$86.2K - $90.6K
|
31.4K
$2.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
746+ 5.14% |
$53K - $55.7K
|
15.3K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
633+ 9.5% |
$44.9K - $47.2K
|
7.29K
$532K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
272+ 0.34% |
$19.3K - $20.3K
|
79.3K
$5.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
258+ 0.1% |
$18.3K - $19.3K
|
255K
$18.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
137+ 1.52% |
$9.73K - $10.2K
|
9.14K
$666K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
136+ 1.55% |
$9.66K - $10.2K
|
8.9K
$649K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
104+ 0.09% |
$7.38K - $7.76K
|
114K
$8.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
91+ 5.11% |
$6.46K - $6.79K
|
1.87K
$136K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
77+ 1.29% |
$5.47K - $5.75K
|
6.05K
$441K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
53+ 0.09% |
$3.76K - $3.96K
|
59.4K
$4.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
42+ 1.0% |
$2.98K - $3.13K
|
4.25K
$310K
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.21% |
$2.7K - $2.84K
|
17.7K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
37+ 0.63% |
$2.63K - $2.76K
|
5.87K
$428K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
25+ 0.73% |
$1.78K - $1.87K
|
3.45K
$251K
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
18+ 0.04% |
$1.28K - $1.34K
|
40.9K
$2.98M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
18+ 0.22% |
$1.28K - $1.34K
|
8.3K
$605K
|
|