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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.15K+ 4.2% |
$262K - $293K
|
128K
$8.4M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.12KNew |
$260K - $292K
|
5.12K
$336K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.94KNew |
$251K - $281K
|
4.94K
$324K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.83K+ 3.28% |
$245K - $275K
|
152K
$9.98M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.74K+ 25.04% |
$241K - $270K
|
23.7K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.55K+ 79.17% |
$231K - $259K
|
10.3K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.53KNew |
$230K - $258K
|
4.53K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.27K+ 10.2% |
$217K - $243K
|
46.1K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4.19K+ 19.92% |
$213K - $239K
|
25.2K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.17KNew |
$212K - $237K
|
4.17K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
4.14K+ 0.5% |
$210K - $236K
|
826K
$54.2M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.93K+ 3.59% |
$200K - $224K
|
113K
$7.44M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.93K+ 35.35% |
$200K - $224K
|
15K
$988K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.84KNew |
$195K - $219K
|
3.84K
$252K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.84K+ 51.56% |
$195K - $219K
|
11.3K
$742K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.84KNew |
$195K - $219K
|
3.84K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.83KNew |
$195K - $218K
|
3.83K
$252K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.75KNew |
$190K - $214K
|
3.75K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.75KNew |
$190K - $214K
|
3.75K
$246K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.71KNew |
$188K - $211K
|
3.71K
$243K
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.68K+ 3.15% |
$187K - $210K
|
120K
$7.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$187K - $209K
|
3.68K
$241K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.66K+ 0.76% |
$186K - $209K
|
487K
$32M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.57KNew |
$181K - $203K
|
3.57K
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.57KNew |
$181K - $203K
|
3.57K
$234K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 21.6% |
$180K - $202K
|
19.9K
$1.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.51KNew |
$178K - $200K
|
3.51K
$231K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.46K+ 1.57% |
$176K - $197K
|
224K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.13K+ 0.86% |
$159K - $179K
|
369K
$24.2M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
3.05K+ 16.76% |
$155K - $174K
|
21.2K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.04K+ 4.03% |
$154K - $173K
|
78.5K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.03K+ 37.11% |
$154K - $172K
|
11.2K
$734K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.95K+ 4.73% |
$150K - $168K
|
65.3K
$4.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.87K+ 0.62% |
$146K - $164K
|
463K
$30.4M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 1.59% |
$134K - $150K
|
168K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63KNew |
$134K - $150K
|
2.63K
$173K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.55K+ 1.03% |
$129K - $145K
|
250K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.38K+ 4.95% |
$121K - $136K
|
50.4K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.36K+ 4.61% |
$120K - $134K
|
53.4K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.29K+ 7.09% |
$116K - $130K
|
34.5K
$2.27M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.15KNew |
$109K - $123K
|
2.15K
$141K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.91K+ 43.71% |
$96.8K - $109K
|
6.26K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.9K+ 4.18% |
$96.3K - $108K
|
47.3K
$3.1M
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.88K+ 1.57% |
$95.6K - $107K
|
122K
$8.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 1.12% |
$92.9K - $104K
|
166K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.77K+ 39.73% |
$90K - $101K
|
6.23K
$409K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.62K+ 390.36% |
$82.3K - $92.3K
|
2.04K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.57K+ 8.6% |
$79.8K - $89.6K
|
19.8K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.56K+ 0.46% |
$79.4K - $89.1K
|
340K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54K+ 20.29% |
$78.2K - $87.7K
|
9.13K
$600K
|