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 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.49K+ 47.54% |
$91.7K - $99.2K
|
4.63K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 2.7% |
$90.7K - $98.1K
|
56K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.47K+ 0.39% |
$90.5K - $97.8K
|
379K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.38KNew |
$84.9K - $91.8K
|
1.38K
$89.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 20.68% |
$73.3K - $79.2K
|
6.95K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 24.24% |
$69.2K - $74.8K
|
5.77K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 11.21% |
$67.3K - $72.8K
|
10.9K
$707K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.45% |
$66.4K - $71.8K
|
242K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$65.5K - $70.8K
|
1.07K
$69.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.04KNew |
$63.7K - $68.8K
|
1.04K
$67.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.03KNew |
$63.6K - $68.8K
|
1.03K
$67.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$61.8K - $66.8K
|
1K
$65.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
982+ 6.32% |
$60.4K - $65.3K
|
16.5K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
964+ 17.46% |
$59.3K - $64.1K
|
6.48K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 14.48% |
$53.5K - $57.9K
|
6.88K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
831+ 1.83% |
$51.1K - $55.3K
|
46.1K
$3M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
780+ 34.32% |
$48K - $51.9K
|
3.05K
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
755+ 4.1% |
$46.4K - $50.2K
|
19.2K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
704+ 1.62% |
$43.3K - $46.8K
|
44.1K
$2.87M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$45.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
639+ 1.08% |
$39.3K - $42.5K
|
59.7K
$3.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
591+ 1.16% |
$36.4K - $39.3K
|
51.6K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
580+ 341.18% |
$35.7K - $38.6K
|
750
$48.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
565+ 3.49% |
$34.8K - $37.6K
|
16.8K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
537+ 2.92% |
$33K - $35.7K
|
18.9K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
501+ 0.22% |
$30.8K - $33.3K
|
227K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$7.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
454+ 0.25% |
$27.9K - $30.2K
|
180K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
447+ 0.68% |
$27.5K - $29.7K
|
66.1K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
440+ 0.07% |
$27.1K - $29.3K
|
611K
$39.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
360+ 10.71% |
$22.1K - $23.9K
|
3.72K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
303New |
$18.6K - $20.1K
|
303
$19.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
296+ 2.78% |
$18.2K - $19.7K
|
10.9K
$712K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
284+ 1.62% |
$17.5K - $18.9K
|
17.8K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
272New |
$16.7K - $18.1K
|
272
$17.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
255+ 4.41% |
$15.7K - $17K
|
6.04K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.26% |
$15.2K - $16.4K
|
93.6K
$6.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
238+ 6.78% |
$14.6K - $15.8K
|
3.75K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
227New |
$14K - $15.1K
|
227
$14.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$13.7K - $14.8K
|
222
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
216+ 11.8% |
$13.3K - $14.4K
|
2.05K
$133K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
187+ 2.12% |
$11.5K - $12.4K
|
9.02K
$587K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
187+ 4.29% |
$11.5K - $12.4K
|
4.55K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
168+ 3.21% |
$10.3K - $11.2K
|
5.41K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
157+ 1.39% |
$9.66K - $10.4K
|
11.5K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147+ 1.81% |
$9.04K - $9.78K
|
8.28K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
143+ 0.26% |
$8.8K - $9.51K
|
56.1K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
139+ 0.27% |
$8.55K - $9.24K
|
51K
$3.32M
|