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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$452K - $497K
|
8.4K
$547K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.24KNew |
$390K - $428K
|
7.24K
$471K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.76KNew |
$256K - $282K
|
4.76K
$310K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$239K - $263K
|
4.44K
$289K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.14K+ 11.31% |
$223K - $245K
|
40.7K
$2.65M
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.56K+ 2.15% |
$192K - $211K
|
169K
$11M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.49KNew |
$188K - $206K
|
3.49K
$227K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.73K+ 10.81% |
$147K - $161K
|
28K
$1.82M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.41KNew |
$130K - $143K
|
2.41K
$157K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21K+ 0.59% |
$119K - $131K
|
376K
$24.5M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.15KNew |
$116K - $127K
|
2.15K
$140K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.73KNew |
$93.2K - $102K
|
1.73K
$113K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
1.26K+ 25.42% |
$67.6K - $74.3K
|
6.2K
$403K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
466New |
$25.1K - $27.6K
|
466
$30.3K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$21.5K - $23.7K
|
400
$26K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
361New |
$19.4K - $21.3K
|
361
$23.5K
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
272+ 7.09% |
$14.6K - $16.1K
|
4.11K
$268K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
199+ 0.49% |
$10.7K - $11.8K
|
40.7K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180New |
$9.69K - $10.6K
|
180
$11.7K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104New |
$5.6K - $6.15K
|
104
$6.77K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
65New |
$3.5K - $3.84K
|
65
$4.23K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.37% |
$2.05K - $2.25K
|
10.2K
$666K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
36+ 0.27% |
$1.94K - $2.13K
|
13.2K
$856K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.07K
|
12.9K
$840K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16+ 160.0% |
$861 - $946
|
26
$1.69K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$484 - $532
|
3.58K
$233K
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.02% |
$53.8 - $59.1
|
4.83K
$315K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
116K+ 103.37% |
$5.87M - $6.59M
|
227K
$14.8M
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
64KNew |
$3.25M - $3.65M
|
64K
$4.17M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
43.8KNew |
$2.22M - $2.49M
|
43.8K
$2.85M
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.28M - $1.44M
|
25.2K
$1.64M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17KNew |
$864K - $970K
|
17K
$1.11M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.7K+ 90.4% |
$697K - $782K
|
28.9K
$1.88M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.8KNew |
$550K - $617K
|
10.8K
$704K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.58KNew |
$487K - $546K
|
9.58K
$624K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$291K - $326K
|
5.72K
$372K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3KNew |
$269K - $302K
|
5.3K
$345K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5.2K+ 168.51% |
$264K - $296K
|
8.29K
$540K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.12KNew |
$260K - $292K
|
5.12K
$333K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.55K+ 79.17% |
$231K - $259K
|
10.3K
$671K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.53KNew |
$230K - $258K
|
4.53K
$295K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.83KNew |
$195K - $218K
|
3.83K
$250K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.57KNew |
$181K - $203K
|
3.57K
$232K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63KNew |
$134K - $150K
|
2.63K
$171K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.15KNew |
$109K - $123K
|
2.15K
$140K
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.49KNew |
$75.7K - $85K
|
1.49K
$97.1K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
447New |
$22.7K - $25.5K
|
447
$29.1K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
359New |
$18.2K - $20.5K
|
359
$23.4K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
325+ 70.65% |
$16.5K - $18.5K
|
785
$51.1K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
136New |
$6.91K - $7.75K
|
136
$8.85K
|