Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.96M+ 248.63% |
$99.6M - $112M
|
2.75M
$181M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.61M+ 26.72% |
$82M - $92M
|
7.66M
$503M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
651K+ 126.12% |
$33M - $37.1M
|
1.17M
$76.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
251K+ 18.05% |
$12.7M - $14.3M
|
1.64M
$108M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
248KNew |
$12.6M - $14.1M
|
248K
$16.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
238K+ 29.6% |
$12.1M - $13.5M
|
1.04M
$68.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
223K+ 37.41% |
$11.3M - $12.7M
|
819K
$53.8M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
200K+ 44.09% |
$10.2M - $11.4M
|
654K
$43M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
179K+ 20.6% |
$9.07M - $10.2M
|
1.05M
$68.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
134K+ 275.61% |
$6.83M - $7.66M
|
183K
$12M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 103.85% |
$5.94M - $6.66M
|
230K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
116K+ 103.37% |
$5.87M - $6.59M
|
227K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
115K+ 42.19% |
$5.84M - $6.55M
|
388K
$25.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
114K+ 10.94% |
$5.79M - $6.5M
|
1.16M
$75.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
113K+ 6.71% |
$5.72M - $6.42M
|
1.79M
$118M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
111KNew |
$5.62M - $6.3M
|
111K
$7.26M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
98.6K+ 2.67% |
$5.01M - $5.62M
|
3.79M
$249M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
91.9K+ 53.26% |
$4.67M - $5.24M
|
264K
$17.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.7K+ 20.34% |
$4.25M - $4.77M
|
495K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.4K+ 10.5% |
$4.19M - $4.7M
|
868K
$57M
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
76.6K+ 23.38% |
$3.89M - $4.36M
|
404K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
66.2K+ 13.14% |
$3.36M - $3.77M
|
570K
$37.5M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
64.8K+ 1302.01% |
$3.29M - $3.69M
|
69.7K
$4.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
64.4K+ 11.13% |
$3.27M - $3.67M
|
643K
$42.2M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
64KNew |
$3.25M - $3.65M
|
64K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
62.2K+ 117.37% |
$3.16M - $3.54M
|
115K
$7.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
57.3K+ 14.51% |
$2.91M - $3.26M
|
452K
$29.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.5K+ 9.24% |
$2.87M - $3.22M
|
668K
$43.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
55.7K+ 13.07% |
$2.83M - $3.18M
|
482K
$31.7M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
55K+ 152.82% |
$2.79M - $3.13M
|
91K
$5.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
53.9K+ 48.17% |
$2.74M - $3.07M
|
166K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
51.8K+ 111.62% |
$2.63M - $2.95M
|
98.3K
$6.45M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
47.5KNew |
$2.41M - $2.71M
|
47.5K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.3K+ 4.54% |
$2.25M - $2.52M
|
1.02M
$66.9M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
43.8KNew |
$2.22M - $2.49M
|
43.8K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.8KNew |
$2.07M - $2.32M
|
40.8K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
40.5KNew |
$2.06M - $2.31M
|
40.5K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.9K+ 6.81% |
$1.82M - $2.04M
|
563K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
34.6K+ 433.94% |
$1.76M - $1.97M
|
42.6K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.8K+ 4.26% |
$1.67M - $1.87M
|
803K
$52.8M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32KNew |
$1.62M - $1.82M
|
32K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
30.9KNew |
$1.57M - $1.76M
|
30.9K
$2.03M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28.2K+ 2336.79% |
$1.43M - $1.61M
|
29.4K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.9KNew |
$1.42M - $1.59M
|
27.9K
$1.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.5K+ 6.52% |
$1.35M - $1.51M
|
433K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.7K+ 4.81% |
$1.3M - $1.46M
|
559K
$36.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.28M - $1.44M
|
25.2K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
24.2KNew |
$1.23M - $1.38M
|
24.2K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 1601.15% |
$1.2M - $1.35M
|
25.1K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.7K+ 198.08% |
$1.15M - $1.29M
|
34.2K
$2.25M
|