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 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.53K+ 2.39% |
$86K - $95.4K
|
65.7K
$4.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 7.22% |
$81.5K - $90.5K
|
21.6K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
1.45K+ 0.19% |
$81.4K - $90.3K
|
782K
$48.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.41K+ 20.9% |
$78.7K - $87.4K
|
8.13K
$507K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.38K+ 5.51% |
$77.2K - $85.6K
|
26.4K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.35K+ 6.48% |
$75.7K - $84K
|
22.2K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.25K+ 5.95% |
$70.2K - $77.9K
|
22.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$70.1K - $77.8K
|
1.25K
$78K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.21K+ 1.17% |
$67.9K - $75.3K
|
105K
$6.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 13.07% |
$66.7K - $74.1K
|
10.3K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 6.9% |
$61.8K - $68.6K
|
17.1K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 0.07% |
$60.8K - $67.5K
|
1.64M
$102M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.08K+ 1.07% |
$60.4K - $67.1K
|
102K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
993+ 0.49% |
$55.6K - $61.8K
|
202K
$12.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
908+ 2.1% |
$50.9K - $56.5K
|
44.1K
$2.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
898+ 20.07% |
$50.3K - $55.9K
|
5.37K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
855+ 11.41% |
$47.9K - $53.2K
|
8.35K
$521K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
836+ 2.97% |
$46.8K - $52K
|
29K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
821+ 11.68% |
$46K - $51.1K
|
7.85K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
753+ 8.94% |
$42.2K - $46.8K
|
9.17K
$573K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
752New |
$42.1K - $46.8K
|
752
$46.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
739+ 6.59% |
$41.4K - $46K
|
12K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
723+ 5.71% |
$40.5K - $45K
|
13.4K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
677+ 2.72% |
$37.9K - $42.1K
|
25.6K
$1.6M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
645+ 1.45% |
$36.1K - $40.1K
|
45.1K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
611+ 1.43% |
$34.2K - $38K
|
43.4K
$2.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
542+ 0.27% |
$30.4K - $33.7K
|
199K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 2.88% |
$29.6K - $32.9K
|
18.9K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500+ 0.51% |
$28K - $31.1K
|
98K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
491+ 3.26% |
$27.5K - $30.5K
|
15.5K
$969K
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
480+ 0.39% |
$26.9K - $29.9K
|
122K
$7.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
472+ 3.21% |
$26.5K - $29.4K
|
15.2K
$948K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
453+ 0.09% |
$25.4K - $28.2K
|
509K
$31.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
414+ 3.07% |
$23.2K - $25.8K
|
13.9K
$867K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
410+ 1.52% |
$23K - $25.5K
|
27.4K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 5.76% |
$22.7K - $25.2K
|
7.44K
$464K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 2.36% |
$19.4K - $21.5K
|
15K
$937K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
299+ 7.36% |
$16.8K - $18.6K
|
4.36K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
280New |
$15.7K - $17.4K
|
280
$17.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
267+ 0.17% |
$15K - $16.6K
|
159K
$9.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
201+ 0.23% |
$11.3K - $12.5K
|
89.3K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
191+ 5.69% |
$10.7K - $11.9K
|
3.55K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
170+ 0.41% |
$9.53K - $10.6K
|
41.9K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
168+ 1.39% |
$9.41K - $10.4K
|
12.2K
$763K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
158+ 1316.67% |
$8.85K - $9.83K
|
170
$10.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
149+ 0.16% |
$8.35K - $9.27K
|
93.3K
$5.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
138+ 2.44% |
$7.73K - $8.58K
|
5.78K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
137+ 0.25% |
$7.68K - $8.52K
|
56K
$3.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
137New |
$7.68K - $8.52K
|
137
$8.55K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.19% |
$5.44K - $6.03K
|
50.8K
$3.17M
|