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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1KNew |
$416K - $459K
|
10.1K
$657K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.46KNew |
$390K - $430K
|
9.46K
$616K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.74KNew |
$361K - $397K
|
8.74K
$569K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.19KNew |
$297K - $327K
|
7.19K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
7.05KNew |
$291K - $320K
|
7.05K
$459K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.17KNew |
$213K - $235K
|
5.17K
$336K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$191K - $211K
|
4.64K
$302K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$187K - $206K
|
4.54K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$140K - $154K
|
3.39K
$221K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.57K+ 2.5% |
$64.6K - $71.2K
|
64.3K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.13K+ 5.46% |
$46.7K - $51.5K
|
21.9K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
889New |
$36.7K - $40.4K
|
889
$57.9K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
753+ 12.28% |
$31.1K - $34.2K
|
6.89K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
408New |
$16.8K - $18.5K
|
408
$26.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
28+ 0.31% |
$1.15K - $1.27K
|
8.97K
$584K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.31% |
$454 - $500
|
3.51K
$229K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
72.8KNew |
$2.83M - $3.23M
|
72.8K
$4.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
6.96K+ 0.65% |
$270K - $308K
|
1.08M
$70M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.68KNew |
$260K - $296K
|
6.68K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.67KNew |
$220K - $251K
|
5.67K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.61KNew |
$218K - $249K
|
5.61K
$365K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$199K - $227K
|
5.12K
$333K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$194K - $221K
|
4.99K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
4.18KNew |
$163K - $185K
|
4.18K
$272K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.14K+ 43.62% |
$161K - $184K
|
13.6K
$888K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.26KNew |
$88K - $100K
|
2.26K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.39K+ 10.76% |
$54.1K - $61.7K
|
14.3K
$934K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.25KNew |
$48.5K - $55.3K
|
1.25K
$81.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 6.57% |
$38.9K - $44.3K
|
16.2K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
811New |
$31.5K - $35.9K
|
811
$52.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$9.13K - $10.4K
|
235
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
167+ 2.9% |
$6.49K - $7.4K
|
5.92K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.41% |
$194 - $222
|
1.21K
$78.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5+ 0.01% |
$194 - $222
|
46.6K
$3.03M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
206KNew |
$7.98M - $9.57M
|
206K
$13.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
198K+ 110.8% |
$7.7M - $9.23M
|
377K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.9K+ 38.65% |
$1.63M - $1.95M
|
150K
$9.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
14K+ 1.14% |
$544K - $653K
|
1.25M
$81.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
8.35KNew |
$324K - $389K
|
8.35K
$544K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35KNew |
$208K - $249K
|
5.35K
$348K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$122K - $146K
|
3.14K
$204K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.03KNew |
$78.8K - $94.6K
|
2.03K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.15KNew |
$44.4K - $53.3K
|
1.15K
$74.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
60+ 0.4% |
$2.33K - $2.79K
|
15.1K
$984K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
33+ 0.16% |
$1.28K - $1.54K
|
20.9K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$388 - $466
|
10
$651
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.43% |
$194 - $233
|
1.17K
$76.2K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
34KNew |
$1.35M - $1.68M
|
34K
$2.22M
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$754K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$754K
|
|