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 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.65KNew |
$196K - $245K
|
3.65K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.33KNew |
$179K - $223K
|
3.33K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.26KNew |
$175K - $218K
|
3.26K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.22KNew |
$173K - $216K
|
3.22K
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.16K+ 51.81% |
$170K - $212K
|
9.26K
$675K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.12KNew |
$167K - $209K
|
3.12K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.1KNew |
$166K - $208K
|
3.1K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.09KNew |
$166K - $207K
|
3.09K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.08KNew |
$165K - $206K
|
3.08K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.06KNew |
$164K - $205K
|
3.06K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.04KNew |
$163K - $204K
|
3.04K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.96K+ 1089.71% |
$159K - $199K
|
3.24K
$236K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.59K+ 1.86% |
$139K - $173K
|
142K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.33KNew |
$125K - $156K
|
2.33K
$170K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
951+ 8.36% |
$51K - $63.7K
|
12.3K
$898K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
862New |
$46.2K - $57.8K
|
862
$62.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
813New |
$43.6K - $54.5K
|
813
$59.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
753+ 16.84% |
$40.4K - $50.5K
|
5.23K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
709+ 20.43% |
$38K - $47.5K
|
4.18K
$305K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
596+ 2.76% |
$32K - $39.9K
|
22.2K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
388+ 10.67% |
$20.8K - $26K
|
4.02K
$293K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
373+ 21.88% |
$20K - $25K
|
2.08K
$152K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350+ 5.59% |
$18.8K - $23.5K
|
6.61K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 0.57% |
$10.7K - $13.4K
|
35.5K
$2.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147New |
$7.89K - $9.85K
|
147
$10.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 3.4% |
$5.37K - $6.7K
|
3.04K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
100+ 2.75% |
$5.37K - $6.7K
|
3.74K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
64+ 14.38% |
$3.43K - $4.29K
|
509
$37.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
60+ 0.8% |
$3.22K - $4.02K
|
7.54K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15+ 0.12% |
$805 - $1.01K
|
12.4K
$906K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.45% |
$53.7 - $67
|
223
$16.3K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
1+ 0.01% |
$53.7 - $67
|
6.91K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
163K+ 4644.28% |
$9.72M - $10.9M
|
167K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
73.6KNew |
$4.39M - $4.91M
|
73.6K
$5.37M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31.2KNew |
$1.86M - $2.08M
|
31.2K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.9KNew |
$1.78M - $1.99M
|
29.9K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21.9KNew |
$1.31M - $1.46M
|
21.9K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17KNew |
$1.01M - $1.13M
|
17K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.3KNew |
$612K - $685K
|
10.3K
$748K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.32KNew |
$496K - $555K
|
8.32K
$606K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.3KNew |
$375K - $420K
|
6.3K
$459K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.59KNew |
$333K - $373K
|
5.59K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$298K - $333K
|
5K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
4.99KNew |
$297K - $333K
|
4.99K
$364K
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.86KNew |
$290K - $324K
|
4.86K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$242K - $271K
|
4.06K
$296K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.14KNew |
$187K - $210K
|
3.14K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 11.29% |
$135K - $151K
|
22.3K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
736+ 0.71% |
$43.9K - $49.1K
|
105K
$7.65M
|
|