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
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 0.19% |
$5.38K - $5.97K
|
50.1K
$3.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 1.11% |
$5.32K - $5.91K
|
8.63K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.1% |
$4.93K - $5.47K
|
87K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
82+ 0.05% |
$4.6K - $5.1K
|
158K
$9.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.74% |
$4.03K - $4.48K
|
9.76K
$609K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71+ 1.15% |
$3.98K - $4.42K
|
6.26K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
63+ 0.13% |
$3.53K - $3.92K
|
50.2K
$3.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.25% |
$3.47K - $3.86K
|
24.9K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 0.21% |
$3.03K - $3.36K
|
25.9K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$2.97K - $3.3K
|
53
$3.31K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$2.86K - $3.17K
|
25.1K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 0.69% |
$2.47K - $2.74K
|
6.4K
$399K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$2.47K - $2.74K
|
18.1K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
$2.41K - $2.67K
|
24.3K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38+ 0.25% |
$2.13K - $2.36K
|
15K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36+ 12.68% |
$2.02K - $2.24K
|
320
$20K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.25% |
$1.79K - $1.99K
|
12.9K
$808K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31+ 0.26% |
$1.74K - $1.93K
|
12.2K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.32% |
$1.57K - $1.74K
|
8.84K
$551K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.09% |
$1.57K - $1.74K
|
31.2K
$1.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27+ 0.21% |
$1.51K - $1.68K
|
12.6K
$789K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
26+ 0.01% |
$1.46K - $1.62K
|
226K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.04% |
$1.46K - $1.62K
|
58.1K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
25+ 0.25% |
$1.4K - $1.56K
|
10.2K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.26% |
$1.34K - $1.49K
|
9.43K
$588K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$1.23K - $1.37K
|
8.53K
$532K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.07% |
$1.12K - $1.24K
|
27.4K
$1.71M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20New |
$1.12K - $1.24K
|
20
$1.25K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.01K - $1.12K
|
8.63K
$539K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$1.01K - $1.12K
|
23.1K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$953 - $1.06K
|
15.7K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 0.25% |
$897 - $995
|
6.49K
$405K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.26% |
$897 - $995
|
6.23K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.26% |
$841 - $933
|
5.77K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.17% |
$785 - $871
|
8.31K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.24% |
$672 - $746
|
4.97K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.83K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.75K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.28K
$267K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.3K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$560 - $622
|
3.73K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$504 - $560
|
3.37K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$235K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$392 - $435
|
2.6K
$162K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$336 - $373
|
3.51K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$280 - $311
|
1.76K
$110K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5+ 0.0% |
$280 - $311
|
155K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$280 - $311
|
5.4K
$337K
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$224 - $249
|
1.82K
$114K
|