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 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
84.5KNew |
$5.2M - $5.62M
|
84.5K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
82.5KNew |
$5.08M - $5.49M
|
82.5K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
68.3K+ 206.51% |
$4.2M - $4.54M
|
101K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
64.7K+ 15.08% |
$3.98M - $4.3M
|
493K
$32.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
64.2K+ 10.99% |
$3.95M - $4.27M
|
648K
$42.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
60.8K+ 8.85% |
$3.74M - $4.04M
|
748K
$48.7M
|
|
|
Feb 10, 2025
Q4 2024
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
56.7KNew |
$3.49M - $3.77M
|
56.7K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
56.2KNew |
$3.46M - $3.74M
|
56.2K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$213M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
50.6K+ 16.08% |
$3.11M - $3.36M
|
365K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 52.94% |
$2.5M - $2.71M
|
118K
$7.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
38.9KNew |
$2.39M - $2.59M
|
38.9K
$2.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.37M - $2.56M
|
38.5K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.4K+ 133.55% |
$2.3M - $2.48M
|
65.3K
$4.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37.4KNew |
$2.3M - $2.48M
|
37.4K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35.5K+ 3.13% |
$2.18M - $2.36M
|
1.17M
$76.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
34.5K+ 14.71% |
$2.12M - $2.3M
|
269K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32.2K+ 190.96% |
$1.98M - $2.14M
|
49.1K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.1KNew |
$1.97M - $2.13M
|
32.1K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
29.9KNew |
$1.84M - $1.99M
|
29.9K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
29.7K+ 23.09% |
$1.83M - $1.98M
|
158K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26.1KNew |
$1.61M - $1.74M
|
26.1K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.4KNew |
$1.57M - $1.69M
|
25.4K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 9.63% |
$1.56M - $1.69M
|
289K
$18.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$1.53M - $1.65M
|
24.9K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
24.5KNew |
$1.5M - $1.63M
|
24.5K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.8K+ 85.71% |
$1.4M - $1.52M
|
49.4K
$3.22M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
21.6KNew |
$1.33M - $1.43M
|
21.6K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.2K+ 5.17% |
$1.25M - $1.35M
|
412K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
19.7KNew |
$1.21M - $1.31M
|
19.7K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
19.5K+ 16.75% |
$1.2M - $1.29M
|
136K
$8.84M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
19KNew |
$1.17M - $1.26M
|
19K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
19K+ 25.42% |
$1.17M - $1.26M
|
93.7K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.8K+ 1.75% |
$1.16M - $1.25M
|
1.09M
$71.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18.2K+ 15.81% |
$1.12M - $1.21M
|
134K
$8.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
17.2K+ 549.71% |
$1.06M - $1.14M
|
20.3K
$1.32M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16.7K+ 1.34% |
$1.03M - $1.11M
|
1.26M
$82.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.1K+ 1.62% |
$992K - $1.07M
|
1.01M
$66M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.3K+ 3.03% |
$943K - $1.02M
|
521K
$33.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
15K+ 5.63% |
$920K - $994K
|
280K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 66.78% |
$919K - $994K
|
37.3K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$919K - $994K
|
14.9K
$973K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.7K+ 212.27% |
$903K - $976K
|
21.6K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 148.04% |
$874K - $945K
|
23.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.2K+ 235.65% |
$873K - $944K
|
20.2K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$860K - $930K
|
14K
$910K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
13.8K+ 3.37% |
$852K - $921K
|
425K
$27.7M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13.8K+ 8.53% |
$849K - $917K
|
176K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$846K - $915K
|
13.8K
$896K
|