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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.9KNew |
$195K - $211K
|
2.9K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.89KNew |
$194K - $211K
|
2.89K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.89KNew |
$194K - $211K
|
2.89K
$211K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$192K - $209K
|
2.87K
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.84K+ 1.56% |
$191K - $207K
|
185K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.84K+ 1.57% |
$190K - $207K
|
184K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.79KNew |
$187K - $203K
|
2.79K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
2.79K+ 0.39% |
$187K - $203K
|
724K
$52.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
2.71K+ 55.07% |
$182K - $197K
|
7.63K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.66K+ 1.46% |
$178K - $193K
|
184K
$13.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.38K+ 0.83% |
$160K - $174K
|
288K
$21M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.35K+ 19.21% |
$158K - $171K
|
14.6K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.33K+ 15.18% |
$156K - $170K
|
17.7K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.31KNew |
$155K - $168K
|
2.31K
$168K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.3K+ 3.33% |
$154K - $168K
|
71.4K
$5.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.28K+ 6.85% |
$153K - $166K
|
35.6K
$2.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.23K+ 5.83% |
$149K - $162K
|
40.5K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.06K+ 0.72% |
$138K - $150K
|
290K
$21.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 57.82% |
$136K - $148K
|
5.54K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.99K+ 12.29% |
$133K - $145K
|
18.2K
$1.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.98K+ 6.93% |
$133K - $144K
|
30.5K
$2.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.92K+ 3.33% |
$129K - $140K
|
59.7K
$4.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.75K+ 9.09% |
$117K - $127K
|
21K
$1.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.73KNew |
$116K - $126K
|
1.73K
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.69K+ 6.66% |
$113K - $123K
|
27.1K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.66K+ 1.06% |
$111K - $121K
|
157K
$11.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.6K+ 0.59% |
$107K - $116K
|
275K
$20M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.59K+ 54.17% |
$107K - $116K
|
4.53K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.56K+ 14.4% |
$104K - $114K
|
12.4K
$903K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.55K+ 20.89% |
$104K - $113K
|
8.96K
$653K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.54K+ 1.23% |
$103K - $112K
|
127K
$9.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.51K+ 2.07% |
$101K - $110K
|
74.2K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.5K+ 3.15% |
$100K - $109K
|
49K
$3.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.44KNew |
$96.2K - $105K
|
1.44K
$105K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.4K+ 20.65% |
$94K - $102K
|
8.2K
$598K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.4K+ 379.67% |
$93.9K - $102K
|
1.77K
$129K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.39K+ 4.41% |
$93.1K - $101K
|
32.9K
$2.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.35K+ 10.56% |
$90.1K - $98K
|
14.1K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.35K+ 31.3% |
$90.1K - $98K
|
5.64K
$411K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.33K+ 1.07% |
$88.9K - $96.6K
|
126K
$9.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.33K+ 0.42% |
$88.8K - $96.5K
|
313K
$22.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1.32K+ 0.35% |
$88.3K - $95.9K
|
378K
$27.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.22K+ 26.13% |
$81.6K - $88.6K
|
5.88K
$428K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.19K+ 2.08% |
$79.7K - $86.6K
|
58.3K
$4.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.17% |
$69.3K - $75.3K
|
48.7K
$3.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1K+ 68.72% |
$67.3K - $73.1K
|
2.47K
$180K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
847+ 0.76% |
$56.8K - $61.7K
|
112K
$8.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
811+ 19.09% |
$54.3K - $59.1K
|
5.06K
$369K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
775New |
$51.9K - $56.5K
|
775
$56.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
769+ 24.3% |
$51.5K - $56K
|
3.93K
$287K
|
|