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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$609 - $684
|
5.63K
$367K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
11.4KNew |
$506K - $591K
|
11.4K
$740K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$473K - $552K
|
10.6K
$692K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8.98KNew |
$400K - $467K
|
8.98K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.74KNew |
$344K - $402K
|
7.74K
$504K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
7.29KNew |
$324K - $379K
|
7.29K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.21KNew |
$321K - $375K
|
7.21K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
6.52KNew |
$290K - $339K
|
6.52K
$424K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.71KNew |
$210K - $245K
|
4.71K
$306K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.54KNew |
$202K - $236K
|
4.54K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$191K - $223K
|
4.29K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
4.13KNew |
$184K - $215K
|
4.13K
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$182K - $212K
|
4.08K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.06KNew |
$181K - $211K
|
4.06K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$151K - $176K
|
3.39K
$221K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$82.8K - $96.7K
|
1.86K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.48KNew |
$66.1K - $77.2K
|
1.48K
$96.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
259New |
$11.5K - $13.5K
|
259
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
160+ 0.4% |
$7.12K - $8.32K
|
40.1K
$2.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 0.46% |
$4.45K - $5.2K
|
21.9K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
46+ 0.46% |
$2.05K - $2.39K
|
10.1K
$659K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.45% |
$579 - $676
|
2.88K
$188K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$178 - $208
|
4
$260
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$89 - $104
|
536
$34.9K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$5.55M - $5.98M
|
120K
$7.81M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.14M - $1.23M
|
24.6K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
21.2KNew |
$981K - $1.06M
|
21.2K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.14K+ 64.21% |
$377K - $406K
|
20.8K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.69K+ 6.18% |
$217K - $234K
|
80.5K
$5.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.3KNew |
$199K - $215K
|
4.3K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.54K+ 1800.0% |
$117K - $127K
|
2.68K
$174K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
202+ 2.24% |
$9.35K - $10.1K
|
9.22K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 20.0% |
$4.63K - $4.99K
|
600
$39.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
42+ 0.07% |
$1.94K - $2.09K
|
64K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18+ 0.22% |
$833 - $898
|
8.22K
$535K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$2.09M - $2.3M
|
47.7K
$3.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
46.6K+ 3.62% |
$2.04M - $2.24M
|
1.33M
$86.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.92K+ 46.44% |
$391K - $430K
|
28.1K
$1.83M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
8.39KNew |
$367K - $404K
|
8.39K
$546K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$339K - $373K
|
7.75K
$505K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$197K - $217K
|
4.5K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$188K - $207K
|
4.31K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$185K - $203K
|
4.22K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4KNew |
$175K - $193K
|
4K
$260K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.82KNew |
$167K - $184K
|
3.82K
$249K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$79.7K - $87.7K
|
1.82K
$119K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.28KNew |
$56K - $61.6K
|
1.28K
$83.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
49+ 0.33% |
$2.14K - $2.36K
|
14.8K
$962K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$5.77M - $6.35M
|
140K
$9.1M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.8KNew |
$1.06M - $1.17M
|
25.8K
$1.68M
|
|