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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
760+ 0.51% |
$50.9K - $55.4K
|
151K
$11M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
738+ 0.66% |
$49.5K - $53.8K
|
113K
$8.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
727New |
$48.7K - $53K
|
727
$53K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
720+ 4.54% |
$48.2K - $52.4K
|
16.6K
$1.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
703+ 0.7% |
$47.1K - $51.2K
|
100K
$7.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
688+ 2.81% |
$46.1K - $50.1K
|
25.1K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
668+ 2.0% |
$44.8K - $48.7K
|
34.1K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
581New |
$38.9K - $42.3K
|
581
$42.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
575New |
$38.5K - $41.9K
|
575
$41.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
546+ 17.46% |
$36.6K - $39.8K
|
3.67K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
538+ 4.38% |
$36.1K - $39.2K
|
12.8K
$935K
|
|
|
Oct 14, 2025
Q3 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
538+ 50.23% |
$36.1K - $39.2K
|
1.61K
$117K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
523+ 0.12% |
$35K - $38.1K
|
433K
$31.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
518+ 1.98% |
$34.7K - $37.7K
|
26.6K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
482+ 3.82% |
$32.3K - $35.1K
|
13.1K
$954K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
467+ 7.54% |
$31.3K - $34K
|
6.66K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
463+ 1.07% |
$31K - $33.7K
|
43.8K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
439+ 1.22% |
$29.4K - $32K
|
36.3K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
436+ 2.73% |
$29.2K - $31.8K
|
16.4K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
430+ 5.19% |
$28.8K - $31.3K
|
8.71K
$635K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
383+ 1.39% |
$25.7K - $27.9K
|
27.9K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
378+ 2.14% |
$25.3K - $27.5K
|
18K
$1.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
365+ 1.92% |
$24.5K - $26.6K
|
19.3K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
355+ 1.17% |
$23.8K - $25.9K
|
30.8K
$2.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
352+ 10.11% |
$23.6K - $25.6K
|
3.83K
$280K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
294+ 1.88% |
$19.7K - $21.4K
|
15.9K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
292+ 0.65% |
$19.6K - $21.3K
|
45.2K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
290+ 1.99% |
$19.4K - $21.1K
|
14.8K
$1.08M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
274+ 3.03% |
$18.4K - $20K
|
9.31K
$679K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
269+ 0.06% |
$18K - $19.6K
|
440K
$32.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
239+ 0.36% |
$16K - $17.4K
|
65.9K
$4.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
227New |
$15.2K - $16.5K
|
227
$16.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
225+ 0.34% |
$15.1K - $16.4K
|
66.4K
$4.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
221+ 0.25% |
$14.8K - $16.1K
|
89.3K
$6.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
199+ 5.88% |
$13.3K - $14.5K
|
3.58K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
193+ 12.15% |
$12.9K - $14.1K
|
1.78K
$130K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
183+ 1.43% |
$12.3K - $13.3K
|
13K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 10.63% |
$11.8K - $12.8K
|
1.83K
$134K
|
|
|
Nov 17, 2025
Q3 2025
|
Avondale Wealth Management
|
BUY
|
- |
175+ 2.01% |
$11.7K - $12.7K
|
8.87K
$647K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
171+ 0.16% |
$11.5K - $12.5K
|
108K
$7.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
169+ 0.09% |
$11.3K - $12.3K
|
190K
$13.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
157+ 2.7% |
$10.5K - $11.4K
|
5.98K
$436K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
151+ 1.65% |
$10.1K - $11K
|
9.28K
$677K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
151+ 3.28% |
$10.1K - $11K
|
4.76K
$347K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
125+ 2.31% |
$8.38K - $9.11K
|
5.53K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
120+ 0.52% |
$8.04K - $8.74K
|
23.2K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$6.7K - $7.28K
|
100
$7.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
96+ 0.26% |
$6.43K - $6.99K
|
37.4K
$2.73M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
86+ 0.16% |
$5.76K - $6.26K
|
54.6K
$3.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
83+ 0.15% |
$5.56K - $6.05K
|
55.4K
$4.04M
|
|