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 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.61KNew |
$218K - $249K
|
5.61K
$409K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$199K - $227K
|
5.12K
$373K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$194K - $221K
|
4.99K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
4.18KNew |
$163K - $185K
|
4.18K
$305K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.14K+ 43.62% |
$161K - $184K
|
13.6K
$994K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.26KNew |
$88K - $100K
|
2.26K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.39K+ 10.76% |
$54.1K - $61.7K
|
14.3K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.25KNew |
$48.5K - $55.3K
|
1.25K
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
811New |
$31.5K - $35.9K
|
811
$59.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$9.13K - $10.4K
|
235
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
167+ 2.9% |
$6.49K - $7.4K
|
5.92K
$431K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.41% |
$194 - $222
|
1.21K
$88.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5+ 0.01% |
$194 - $222
|
46.6K
$3.4M
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
206KNew |
$7.98M - $9.57M
|
206K
$15M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
198K+ 110.8% |
$7.7M - $9.23M
|
377K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.9K+ 38.65% |
$1.63M - $1.95M
|
150K
$11M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
14K+ 1.14% |
$544K - $653K
|
1.25M
$90.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
8.35KNew |
$324K - $389K
|
8.35K
$609K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$122K - $146K
|
3.14K
$229K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.03KNew |
$78.8K - $94.6K
|
2.03K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.15KNew |
$44.4K - $53.3K
|
1.15K
$83.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
60+ 0.4% |
$2.33K - $2.79K
|
15.1K
$1.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
33+ 0.16% |
$1.28K - $1.54K
|
20.9K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$388 - $466
|
10
$729
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.43% |
$194 - $233
|
1.17K
$85.3K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
34KNew |
$1.35M - $1.68M
|
34K
$2.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$845K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$400K - $500K
|
10.1K
$736K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
9.89KNew |
$392K - $489K
|
9.89K
$721K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$353K - $441K
|
8.91K
$649K
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
5.73KNew |
$227K - $283K
|
5.73K
$417K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.09KNew |
$202K - $252K
|
5.09K
$371K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.65KNew |
$65.5K - $81.8K
|
1.65K
$120K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$55.9K - $69.8K
|
1.41K
$103K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.26KNew |
$50.1K - $62.6K
|
1.26K
$92.2K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1K+ 11.71% |
$39.8K - $49.7K
|
9.58K
$698K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.12% |
$951 - $1.19K
|
20.8K
$1.52M
|
|
|
Aug 05, 2022
Q2 2022
|
Westwood Wealth Management
|
BUY
|
- |
14+ 0.19% |
$555 - $693
|
7.42K
$541K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.49% |
$39.6 - $49.5
|
205
$14.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7.99KNew |
$361K - $416K
|
7.99K
$583K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
37.7KNew |
$1.78M - $1.96M
|
37.7K
$2.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
29.3KNew |
$1.38M - $1.52M
|
29.3K
$2.14M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
11.1KNew |
$522K - $576K
|
11.1K
$808K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.26KNew |
$247K - $273K
|
5.26K
$384K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.37KNew |
$159K - $175K
|
3.37K
$246K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
459New |
$21.6K - $23.9K
|
459
$33.5K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$870K - $931K
|
18.7K
$1.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.12K+ 70.3% |
$284K - $304K
|
14.8K
$1.08M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66New |
$3.07K - $3.28K
|
66
$4.81K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.7KNew |
$2.5M - $2.58M
|
54.7K
$3.99M
|
|