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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.52K+ 5.87% |
$77.3K - $86.7K
|
27.4K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.49KNew |
$75.7K - $85K
|
1.49K
$98.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.44K+ 3.92% |
$73.1K - $82.1K
|
38.1K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 10.78% |
$71K - $79.7K
|
14.4K
$946K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
1.38K+ 24.03% |
$70.2K - $78.8K
|
7.14K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.37K+ 9.71% |
$69.3K - $77.8K
|
15.4K
$1.02M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.32K+ 6.26% |
$67K - $75.2K
|
22.4K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.31K+ 15.82% |
$66.5K - $74.6K
|
9.58K
$631K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.25K+ 0.1% |
$63.6K - $71.4K
|
1.31M
$86.1M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.18K+ 1.04% |
$60K - $67.4K
|
115K
$7.59M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 12.19% |
$59.6K - $66.8K
|
10.8K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 1.1% |
$58.6K - $65.8K
|
106K
$6.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.04K+ 100.19% |
$53K - $59.5K
|
2.09K
$137K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.04K+ 2.6% |
$53K - $59.4K
|
41.1K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 1.77% |
$50.8K - $57K
|
57.5K
$3.79M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
947+ 10.96% |
$48.1K - $54K
|
9.59K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
944+ 0.48% |
$47.9K - $53.8K
|
196K
$12.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
918+ 0.09% |
$46.6K - $52.3K
|
1.07M
$70.7M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
916+ 17.11% |
$46.5K - $52.2K
|
6.27K
$413K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
890+ 6.67% |
$45.2K - $50.7K
|
14.2K
$937K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
733+ 6.21% |
$37.2K - $41.8K
|
12.5K
$826K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
698+ 7.8% |
$35.5K - $39.8K
|
9.65K
$635K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
698+ 10.45% |
$35.5K - $39.8K
|
7.38K
$486K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
667+ 1.33% |
$33.9K - $38K
|
50.7K
$3.34M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
645+ 15.01% |
$32.8K - $36.8K
|
4.94K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
500+ 0.43% |
$25.4K - $28.5K
|
118K
$7.76M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
447New |
$22.7K - $25.5K
|
447
$29.4K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
421+ 3.5% |
$21.4K - $24K
|
12.5K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
420+ 7.66% |
$21.3K - $23.9K
|
5.91K
$389K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
385+ 3.7% |
$19.6K - $21.9K
|
10.8K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
359New |
$18.2K - $20.5K
|
359
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
325+ 70.65% |
$16.5K - $18.5K
|
785
$51.7K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
317+ 7.57% |
$16.1K - $18.1K
|
4.51K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
275+ 0.48% |
$14K - $15.7K
|
57.1K
$3.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
261+ 3.79% |
$13.3K - $14.9K
|
7.15K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
225+ 4.34% |
$11.4K - $12.8K
|
5.41K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
216+ 0.4% |
$11K - $12.3K
|
53.9K
$3.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
177+ 0.32% |
$8.99K - $10.1K
|
55.7K
$3.67M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
173+ 0.78% |
$8.79K - $9.86K
|
22.4K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
160+ 0.29% |
$8.13K - $9.12K
|
54.4K
$3.58M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
144+ 0.15% |
$7.31K - $8.21K
|
93.4K
$6.15M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
136New |
$6.91K - $7.75K
|
136
$8.96K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
136+ 0.28% |
$6.91K - $7.75K
|
49.4K
$3.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
130+ 2.58% |
$6.6K - $7.41K
|
5.16K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
109+ 0.69% |
$5.54K - $6.21K
|
15.8K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
91+ 0.27% |
$4.62K - $5.19K
|
33.2K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
80+ 0.16% |
$4.06K - $4.56K
|
50.6K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
53+ 0.21% |
$2.69K - $3.02K
|
25.8K
$1.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52+ 0.21% |
$2.64K - $2.96K
|
24.8K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 0.09% |
$2.54K - $2.85K
|
56.7K
$3.74M
|