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 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
20.7K+ 20.05% |
$1.05M - $1.18M
|
124K
$8.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 35.09% |
$1.02M - $1.14M
|
77.4K
$5.08M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
19.1K+ 125.78% |
$969K - $1.09M
|
34.2K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18K+ 1.27% |
$914K - $1.03M
|
1.43M
$94.2M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
17.9K+ 7.56% |
$908K - $1.02M
|
255K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17.6KNew |
$892K - $1M
|
17.6K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
17.2K+ 31.49% |
$874K - $981K
|
71.9K
$4.72M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17KNew |
$864K - $970K
|
17K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
16.9KNew |
$856K - $960K
|
16.9K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.8KNew |
$803K - $901K
|
15.8K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.4KNew |
$781K - $876K
|
15.4K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
15K+ 12.05% |
$761K - $854K
|
139K
$9.15M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14.4K+ 28.2% |
$733K - $823K
|
65.7K
$4.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14.3K+ 138.95% |
$725K - $814K
|
24.6K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.1KNew |
$717K - $805K
|
14.1K
$927K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13.9K+ 1.72% |
$707K - $794K
|
825K
$54.2M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.7K+ 90.4% |
$697K - $782K
|
28.9K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 26.87% |
$668K - $749K
|
62.1K
$4.08M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
12.5K+ 1.0% |
$635K - $712K
|
1.27M
$83.1M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.1KNew |
$613K - $688K
|
12.1K
$793K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
11.3K+ 4.05% |
$574K - $644K
|
290K
$19.1M
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
11.2K+ 1.19% |
$569K - $638K
|
952K
$62.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11.2K+ 33.64% |
$567K - $636K
|
44.3K
$2.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.8KNew |
$550K - $617K
|
10.8K
$711K
|
|
|
May 10, 2024
Q1 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
10.6K+ 0.66% |
$540K - $606K
|
1.63M
$107M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
10.2KNew |
$518K - $581K
|
10.2K
$669K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.1KNew |
$515K - $578K
|
10.1K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
10.1KNew |
$513K - $576K
|
10.1K
$664K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.97K+ 4.78% |
$506K - $568K
|
219K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.58KNew |
$487K - $546K
|
9.58K
$629K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
9.54K+ 6.75% |
$485K - $544K
|
151K
$9.91M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.89K+ 30.02% |
$452K - $507K
|
38.5K
$2.53M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
7.97K+ 36.77% |
$405K - $454K
|
29.6K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.7K+ 2.46% |
$391K - $439K
|
321K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.7K+ 3.42% |
$391K - $439K
|
233K
$15.3M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.11K+ 41.61% |
$361K - $405K
|
24.2K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.86KNew |
$348K - $391K
|
6.86K
$450K
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.5KNew |
$330K - $370K
|
6.5K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.32K+ 88.19% |
$321K - $360K
|
13.5K
$886K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.18K+ 26.62% |
$314K - $352K
|
29.4K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
6.17K+ 4.86% |
$313K - $352K
|
133K
$8.75M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.74K+ 4.3% |
$292K - $327K
|
139K
$9.15M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.74K+ 4.3% |
$292K - $327K
|
139K
$9.15M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.73K+ 1.69% |
$291K - $327K
|
345K
$22.7M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$291K - $326K
|
5.72K
$376K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.41K+ 56.5% |
$275K - $308K
|
15K
$984K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3KNew |
$269K - $302K
|
5.3K
$348K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.29KNew |
$269K - $301K
|
5.29K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.25K+ 5.74% |
$267K - $299K
|
96.7K
$6.35M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5.2K+ 168.51% |
$264K - $296K
|
8.29K
$544K
|