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, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.5K+ 9.52% |
$828K - $895K
|
155K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.8KNew |
$789K - $853K
|
12.8K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
12.4KNew |
$762K - $824K
|
12.4K
$807K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12.1K+ 7.0% |
$747K - $808K
|
186K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12K+ 4.37% |
$737K - $797K
|
286K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
11.8K+ 70.78% |
$728K - $786K
|
28.5K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.7KNew |
$721K - $780K
|
11.7K
$764K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
11.1K+ 0.67% |
$682K - $737K
|
1.67M
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11KNew |
$676K - $731K
|
11K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.7K+ 2.27% |
$656K - $709K
|
480K
$31.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10K+ 0.76% |
$616K - $666K
|
1.33M
$86.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.88K+ 1.03% |
$608K - $657K
|
972K
$63.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
9.73KNew |
$599K - $647K
|
9.73K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
9.56KNew |
$588K - $636K
|
9.56K
$622K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
9.54K+ 12.9% |
$587K - $634K
|
83.5K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.5K+ 68.86% |
$585K - $632K
|
23.3K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
9.47KNew |
$582K - $629K
|
9.47K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
9.38K+ 9.21% |
$577K - $624K
|
111K
$7.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.01K+ 2.13% |
$554K - $599K
|
431K
$28.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.97KNew |
$552K - $597K
|
8.97K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.59K+ 6.63% |
$528K - $571K
|
138K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
8.36KNew |
$515K - $556K
|
8.36K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.27K+ 3.39% |
$509K - $550K
|
252K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.24K+ 2.25% |
$507K - $548K
|
375K
$24.4M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
7.77K+ 12.35% |
$478K - $517K
|
70.7K
$4.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.71KNew |
$474K - $513K
|
7.71K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 95.74% |
$472K - $510K
|
15.7K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.58K+ 68.89% |
$467K - $504K
|
18.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
7.44K+ 0.89% |
$457K - $494K
|
844K
$55M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.34K+ 143.78% |
$451K - $488K
|
12.4K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
7.19K+ 48.41% |
$442K - $478K
|
22K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
7.01K+ 0.72% |
$431K - $466K
|
982K
$64M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.95KNew |
$428K - $462K
|
6.95K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.82K+ 10.01% |
$420K - $454K
|
75K
$4.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
6.82K+ 4.66% |
$420K - $454K
|
153K
$9.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.75K+ 8.83% |
$415K - $449K
|
83.2K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6.12K+ 3.53% |
$376K - $407K
|
179K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
6.1KNew |
$375K - $405K
|
6.1K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.09KNew |
$374K - $405K
|
6.09K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.88K+ 16.21% |
$361K - $391K
|
42.1K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.83KNew |
$359K - $388K
|
5.83K
$380K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.82K+ 2.44% |
$358K - $387K
|
245K
$15.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.78KNew |
$355K - $384K
|
5.78K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.68KNew |
$350K - $378K
|
5.68K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.6K+ 117.71% |
$345K - $373K
|
10.4K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
5.48KNew |
$337K - $364K
|
5.48K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.47KNew |
$337K - $364K
|
5.47K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.46KNew |
$336K - $363K
|
5.46K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.38K+ 6.06% |
$331K - $358K
|
94.1K
$6.13M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.23K+ 30.63% |
$322K - $348K
|
22.3K
$1.45M
|