Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.79M- 51.04% |
$110M - $119M
|
1.72M
$105M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.74M- 98.43% |
$107M - $116M
|
27.7K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-444K- 25.12% |
$27.3M - $29.5M
|
1.32M
$80.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-232K- 98.44% |
$14.2M - $15.4M
|
3.68K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-181K- 57.1% |
$11.1M - $12M
|
136K
$8.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-173K- 3.48% |
$10.6M - $11.5M
|
4.79M
$292M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-107K- 67.57% |
$6.6M - $7.14M
|
51.5K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.5K- 9.37% |
$5.88M - $6.35M
|
923K
$56.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82K- 7.4% |
$5.04M - $5.45M
|
1.03M
$62.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78K- 1.89% |
$4.8M - $5.19M
|
4.04M
$247M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69.6K- 4.51% |
$4.28M - $4.63M
|
1.47M
$89.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-68.9K- 5.41% |
$4.24M - $4.58M
|
1.2M
$73.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-64.7K- 17.12% |
$3.98M - $4.3M
|
313K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.7K- 1.74% |
$3.92M - $4.23M
|
3.6M
$220M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.9K- 8.64% |
$3.5M - $3.78M
|
602K
$36.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-55.8K- 0.95% |
$3.43M - $3.71M
|
5.8M
$354M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.2K- 2.89% |
$2.91M - $3.14M
|
1.58M
$96.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.4K- 3.66% |
$2.85M - $3.09M
|
1.22M
$74.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.1K- 5.61% |
$2.1M - $2.27M
|
574K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.5K- 22.63% |
$1.82M - $1.96M
|
101K
$6.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.2K- 86.6% |
$1.61M - $1.74M
|
4.06K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.48% |
$1.31M - $1.42M
|
137K
$8.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-21.3K- 2.91% |
$1.31M - $1.42M
|
713K
$43.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-21K- 4.24% |
$1.29M - $1.4M
|
474K
$28.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20.9K- 0.88% |
$1.28M - $1.39M
|
2.34M
$143M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 6.05% |
$1.27M - $1.37M
|
320K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.9K- 19.8% |
$1.23M - $1.33M
|
80.7K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-19.9K- 4.07% |
$1.22M - $1.32M
|
468K
$28.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-18.9K- 4.0% |
$1.16M - $1.25M
|
453K
$27.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-18.8K- 2.29% |
$1.15M - $1.25M
|
801K
$48.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-15.5K- 20.53% |
$952K - $1.03M
|
59.9K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.4K- 4.83% |
$950K - $1.03M
|
304K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15.3K- 4.96% |
$938K - $1.01M
|
292K
$17.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 4.79% |
$905K - $978K
|
292K
$17.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$4.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-13.8K- 14.56% |
$848K - $917K
|
80.9K
$4.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.1K- 1.04% |
$747K - $807K
|
1.15M
$70.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.3K- 1.34% |
$572K - $618K
|
687K
$41.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-8.21K- 6.5% |
$505K - $546K
|
118K
$7.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 6.27% |
$504K - $545K
|
123K
$7.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.81K- 6.25% |
$481K - $520K
|
117K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.77K- 16.47% |
$478K - $517K
|
39.4K
$2.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.98K- 1.4% |
$429K - $464K
|
492K
$30M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.88K- 1.16% |
$423K - $458K
|
586K
$35.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$430K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.75K- 0.87% |
$416K - $449K
|
770K
$47M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.71K- 3.41% |
$413K - $446K
|
190K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.31K- 11.81% |
$388K - $419K
|
47.1K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.24K- 33.01% |
$384K - $415K
|
12.7K
$773K
|