Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q3 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.7K+ 11.76% |
$769K - $853K
|
130K
$8.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$742K - $823K
|
13.2K
$826K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 26.19% |
$737K - $818K
|
63.4K
$3.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
13.1K+ 3.49% |
$737K - $818K
|
390K
$24.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
12.8K+ 36.02% |
$720K - $799K
|
48.5K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.7K+ 67.2% |
$713K - $792K
|
31.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 2.1% |
$701K - $778K
|
609K
$38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 10.04% |
$666K - $739K
|
130K
$8.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.7K+ 2.56% |
$655K - $727K
|
469K
$29.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.7KNew |
$655K - $727K
|
11.7K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.7K+ 2.67% |
$600K - $665K
|
411K
$25.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
10.6KNew |
$596K - $661K
|
10.6K
$664K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.96K+ 3.9% |
$558K - $620K
|
265K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.86K+ 19.88% |
$552K - $613K
|
59.4K
$3.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.6KNew |
$538K - $597K
|
9.6K
$599K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9.03K+ 115.23% |
$506K - $561K
|
16.9K
$1.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9K+ 1.31% |
$505K - $560K
|
696K
$43.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.99K+ 13.36% |
$504K - $559K
|
76.2K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.75K+ 92.1% |
$491K - $544K
|
18.3K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8.64KNew |
$484K - $537K
|
8.64K
$539K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
8.46K+ 23.31% |
$474K - $526K
|
44.7K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.41K+ 0.51% |
$471K - $523K
|
1.66M
$104M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.2K+ 187.0% |
$459K - $510K
|
12.6K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.14K+ 36.22% |
$456K - $506K
|
30.6K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
8.11K+ 14.78% |
$454K - $504K
|
62.9K
$3.93M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.96K+ 3.61% |
$446K - $495K
|
228K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.93KNew |
$444K - $493K
|
7.93K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.53K+ 5.42% |
$422K - $468K
|
146K
$9.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.16K+ 0.75% |
$401K - $446K
|
962K
$60M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.96K+ 1.87% |
$390K - $433K
|
378K
$23.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.68K+ 4.29% |
$374K - $415K
|
162K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.49K+ 0.78% |
$364K - $404K
|
837K
$52.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.49K+ 11.94% |
$364K - $403K
|
60.8K
$3.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.26K+ 117.5% |
$351K - $390K
|
11.6K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
6.12K+ 9.87% |
$343K - $381K
|
68.2K
$4.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
6.01KNew |
$337K - $374K
|
6.01K
$375K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.01KNew |
$337K - $374K
|
6.01K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9K+ 28.5% |
$331K - $367K
|
26.6K
$1.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64KNew |
$316K - $351K
|
5.64K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
5.63K+ 0.77% |
$316K - $350K
|
734K
$45.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.63K+ 1.35% |
$315K - $350K
|
422K
$26.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.54K+ 27.97% |
$310K - $344K
|
25.3K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.52KNew |
$309K - $343K
|
5.52K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.38K+ 23.24% |
$301K - $334K
|
28.5K
$1.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.2K+ 100.0% |
$291K - $323K
|
10.4K
$649K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.18KNew |
$290K - $322K
|
5.18K
$323K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.81K+ 13.03% |
$270K - $299K
|
41.7K
$2.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.7KNew |
$264K - $292K
|
4.7K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.6K+ 2.99% |
$258K - $286K
|
158K
$9.88M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.56KNew |
$256K - $284K
|
4.56K
$285K
|