Latest Institutional Purchases of Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

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
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
11.1K
New
$596K - $655K
11.1K $807K
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
11.1K
New
$596K - $655K
11.1K $807K
Jul 31, 2024 Q2 2024
Ritholtz Wealth Management

BUY
 -
10.4K
New
$558K - $613K
10.4K $756K
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
8.4K
New
$452K - $497K
8.4K $612K
Aug 09, 2024 Q2 2024
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
7.24K
New
$390K - $428K
7.24K $528K
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
4.76K
New
$256K - $282K
4.76K $347K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
3.56K
+ 2.15%
$192K - $211K
169K $12.3M
Mar 04, 2025 Q2 2024
Brighton Jones LLC

BUY
 -
3.5K
New
$188K - $207K
3.5K $255K
Aug 13, 2024 Q2 2024
Fmfe Wealth Management, LLC

Syracuse, NY
BUY
 -
2.21K
+ 0.59%
$119K - $131K
376K $27.4M
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
2.15K
New
$116K - $127K
2.15K $157K
Jul 30, 2024 Q2 2024
Karpas Strategies, LLC

BUY
 -
1.26K
+ 25.42%
$67.6K - $74.3K
6.2K $452K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
466
New
$25.1K - $27.6K
466 $34K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
400
New
$21.5K - $23.7K
400 $29.2K
Jul 15, 2024 Q2 2024
Washington Trust CO

BUY
 -
361
New
$19.4K - $21.3K
361 $26.3K
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
180
New
$9.69K - $10.6K
180 $13.1K
Aug 13, 2024 Q2 2024
Running Point Capital Advisors, LLC

BUY
 -
104
New
$5.6K - $6.15K
104 $7.58K
Jul 29, 2024 Q2 2024
Bfsg, LLC

BUY
 -
65
New
$3.5K - $3.84K
65 $4.74K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
38
+ 0.37%
$2.05K - $2.25K
10.2K $746K
Jul 18, 2024 Q2 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
36
+ 0.27%
$1.94K - $2.13K
13.2K $959K
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
16
+ 160.0%
$861 - $946
26 $1.9K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
116K
+ 103.37%
$5.87M - $6.59M
227K $16.6M
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
64K
New
$3.25M - $3.65M
64K $4.67M
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
25.2K
New
$1.28M - $1.44M
25.2K $1.84M
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
17K
New
$864K - $970K
17K $1.24M
Apr 22, 2024 Q1 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
10.8K
New
$550K - $617K
10.8K $789K
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
9.58K
New
$487K - $546K
9.58K $699K
May 08, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
5.72K
New
$291K - $326K
5.72K $417K
May 10, 2024 Q1 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
5.2K
+ 168.51%
$264K - $296K
8.29K $604K
May 22, 2024 Q1 2024
Burney CO

Reston, VA
BUY
 -
5.12K
New
$260K - $292K
5.12K $373K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
4.55K
+ 79.17%
$231K - $259K
10.3K $751K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
4.53K
New
$230K - $258K
4.53K $330K
May 14, 2024 Q1 2024
Edge Capital Group, LLC

BUY
 -
3.83K
New
$195K - $218K
3.83K $280K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
3.57K
New
$181K - $203K
3.57K $260K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
2.63K
New
$134K - $150K
2.63K $192K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
2.15K
New
$109K - $123K
2.15K $157K
Apr 15, 2024 Q1 2024
S.A. Mason LLC

BUY
 -
1.49K
New
$75.7K - $85K
1.49K $109K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
447
New
$22.7K - $25.5K
447 $32.6K
May 14, 2024 Q1 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
359
New
$18.2K - $20.5K
359 $26.2K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
136
New
$6.91K - $7.75K
136 $9.92K
Q4 2023
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
8.98K
New
$400K - $467K
8.98K $655K
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
7.74K
New
$344K - $402K
7.74K $564K
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
7.29K
New
$324K - $379K
7.29K $532K
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
7.21K
New
$321K - $375K
7.21K $526K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
6.52K
New
$290K - $339K
6.52K $475K
Feb 07, 2024 Q4 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
4.71K
New
$210K - $245K
4.71K $343K
Jan 30, 2024 Q4 2023
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
4.54K
New
$202K - $236K
4.54K $331K
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
4.29K
New
$191K - $223K
4.29K $313K
Jan 23, 2024 Q4 2023
Capstone Capital Wealth Advisors

Henderson, NV
BUY
 -
4.13K
New
$184K - $215K
4.13K $301K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
4.08K
New
$182K - $212K
4.08K $297K

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