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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-236- 1.56% |
$13.2K - $14.7K
|
14.9K
$895K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-166- 4.97% |
$9.3K - $10.3K
|
3.17K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-154- 1.06% |
$8.63K - $9.58K
|
14.4K
$869K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-153- 3.99% |
$8.57K - $9.52K
|
3.68K
$221K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-150- 2.19% |
$8.41K - $9.33K
|
6.71K
$403K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-126- 1.35% |
$7.06K - $7.84K
|
9.21K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-67- 0.06% |
$3.75K - $4.17K
|
112K
$6.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.94% |
$3.36K - $3.73K
|
6.35K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-53- 0.12% |
$2.97K - $3.3K
|
44K
$2.65M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 0.11% |
$953 - $1.06K
|
14.9K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.73% |
$672 - $746
|
1.62K
$97.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$224 - $249
|
3.51K
$211K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.02% |
$56 - $62.2
|
4.2K
$253K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$4.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.43K- 5.97% |
$400K - $440K
|
117K
$7.04M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 12.05% |
$207K - $228K
|
28.1K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 14.58% |
$112K - $123K
|
12.2K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 4.51% |
$112K - $123K
|
44K
$2.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.97% |
$81K - $89K
|
8.55K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 23.08% |
$80.7K - $88.7K
|
5K
$301K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.36K- 20.86% |
$73.3K - $80.5K
|
5.17K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.17K- 24.97% |
$62.9K - $69.1K
|
3.51K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.51% |
$62.8K - $69K
|
32.1K
$1.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 0.23% |
$35.5K - $39K
|
281K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-391- 2.29% |
$21K - $23.1K
|
16.7K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-319- 5.98% |
$17.2K - $18.9K
|
5.02K
$302K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 3.23% |
$12.4K - $13.7K
|
6.91K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 0.14% |
$5.38K - $5.91K
|
70.2K
$4.22M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-126K- 5.36% |
$6.38M - $7.15M
|
2.22M
$133M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-58.8KClosed |
$2.99M - $3.35M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37K- 87.47% |
$1.88M - $2.11M
|
5.3K
$319K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12K- 18.5% |
$608K - $683K
|
52.8K
$3.17M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-7.04K- 12.69% |
$357K - $401K
|
48.4K
$2.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.91K- 13.42% |
$249K - $280K
|
31.7K
$1.91M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.52K- 67.85% |
$229K - $257K
|
2.14K
$129K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$344K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.46K- 61.52% |
$175K - $197K
|
2.16K
$130K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.4K- 58.15% |
$173K - $194K
|
2.45K
$147K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$67.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-717- 3.57% |
$36.4K - $40.9K
|
19.4K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-235- 9.55% |
$11.9K - $13.4K
|
2.23K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-153- 23.01% |
$7.77K - $8.72K
|
512
$30.8K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$698K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$5.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$7.82K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178K- 51.99% |
$7.93M - $9.26M
|
164K
$9.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-3.91K- 34.49% |
$174K - $204K
|
7.43K
$447K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.71K- 8.68% |
$165K - $193K
|
39K
$2.35M
|
|