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 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-214- 1.62% |
$13.2K - $14.2K
|
13K
$803K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-209- 2.45% |
$12.9K - $13.9K
|
8.32K
$513K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.99% |
$12.3K - $13.3K
|
1.62K
$99.9K
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-200- 1.41% |
$12.3K - $13.3K
|
14K
$864K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-187- 3.04% |
$11.5K - $12.4K
|
5.97K
$368K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 2.51% |
$11.5K - $12.4K
|
7.25K
$447K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-183- 2.86% |
$11.3K - $12.2K
|
6.22K
$383K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-143- 0.29% |
$8.8K - $9.51K
|
48.4K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.08% |
$8.67K - $9.38K
|
182K
$11.2M
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-137- 1.49% |
$8.43K - $9.11K
|
9.04K
$557K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-102- 0.98% |
$6.28K - $6.78K
|
10.3K
$635K
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-102- 1.91% |
$6.28K - $6.78K
|
5.24K
$323K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.45% |
$6.15K - $6.65K
|
22.2K
$1.37M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-98- 0.64% |
$6.03K - $6.52K
|
15.1K
$932K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 0.36% |
$5.91K - $6.38K
|
26.8K
$1.66M
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-95- 0.44% |
$5.84K - $6.32K
|
21.4K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-87- 3.35% |
$5.35K - $5.79K
|
2.51K
$155K
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 0.06% |
$5.23K - $5.65K
|
146K
$9.03M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 8.67% |
$4.31K - $4.66K
|
737
$45.5K
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-65- 0.26% |
$4K - $4.32K
|
24.8K
$1.53M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-59- 0.18% |
$3.63K - $3.92K
|
32.9K
$2.03M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.71% |
$3.08K - $3.33K
|
2.88K
$178K
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-47- 0.54% |
$2.89K - $3.13K
|
8.63K
$532K
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-40- 0.17% |
$2.46K - $2.66K
|
23.8K
$1.47M
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33- 0.93% |
$2.03K - $2.19K
|
3.52K
$217K
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-27- 0.8% |
$1.66K - $1.8K
|
3.35K
$206K
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24- 0.85% |
$1.48K - $1.6K
|
2.82K
$174K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.14% |
$1.23K - $1.33K
|
13.9K
$856K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.24% |
$1.23K - $1.33K
|
8.29K
$511K
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-18- 0.14% |
$1.11K - $1.2K
|
13.1K
$808K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-16- 0.13% |
$984 - $1.06K
|
12.3K
$761K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.09% |
$800 - $865
|
15K
$922K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.04% |
$615 - $665
|
23.8K
$1.47M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$431 - $466
|
9.26K
$571K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.37% |
$123 - $133
|
536
$33.1K
|
|
Q3 2024 | |||||||
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-4.81K- 59.62% |
$269K - $299K
|
3.26K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.67K- 42.81% |
$262K - $290K
|
6.24K
$385K
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.51K- 50.0% |
$253K - $280K
|
4.51K
$278K
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4K- 3.67% |
$224K - $249K
|
105K
$6.47M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.29K- 21.89% |
$184K - $204K
|
11.7K
$723K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 12.21% |
$152K - $169K
|
19.6K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.41K- 5.78% |
$78.8K - $87.5K
|
22.9K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.33K- 15.0% |
$74.7K - $82.9K
|
7.56K
$466K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-836- 8.05% |
$46.8K - $52K
|
9.55K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-760- 2.7% |
$42.6K - $47.3K
|
27.4K
$1.69M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-730- 14.23% |
$40.9K - $45.4K
|
4.4K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-373- 5.55% |
$20.9K - $23.2K
|
6.35K
$392K
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-330- 1.2% |
$18.5K - $20.5K
|
27.3K
$1.68M
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-305- 0.46% |
$17.1K - $19K
|
65.4K
$4.03M
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-256- 3.57% |
$14.3K - $15.9K
|
6.91K
$426K
|