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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.05% |
$2.54K - $2.85K
|
91K
$5.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
47+ 0.03% |
$2.39K - $2.68K
|
155K
$10.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
37+ 0.25% |
$1.88K - $2.11K
|
14.7K
$969K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.04% |
$1.73K - $1.94K
|
91.1K
$6M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
31+ 0.21% |
$1.57K - $1.77K
|
14.9K
$983K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
27+ 0.21% |
$1.37K - $1.54K
|
12.9K
$847K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
27+ 0.21% |
$1.37K - $1.54K
|
12.9K
$848K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
27+ 0.21% |
$1.37K - $1.54K
|
13.1K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26+ 0.22% |
$1.32K - $1.48K
|
12.1K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
23+ 0.05% |
$1.17K - $1.31K
|
50.1K
$3.3M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19+ 0.2% |
$965 - $1.08K
|
9.38K
$617K
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
19+ 0.08% |
$965 - $1.08K
|
24.3K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
19+ 0.02% |
$965 - $1.08K
|
121K
$7.97M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
19+ 0.18% |
$965 - $1.08K
|
10.5K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
18+ 0.12% |
$914 - $1.03K
|
14.6K
$964K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
18+ 0.21% |
$914 - $1.03K
|
8.74K
$575K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17+ 0.06% |
$863 - $969
|
27.4K
$1.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
15+ 0.17% |
$762 - $855
|
8.59K
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
14+ 0.09% |
$711 - $798
|
15.7K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
13+ 0.2% |
$660 - $741
|
6.44K
$424K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.19% |
$609 - $684
|
6.19K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$609 - $684
|
5.63K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.24% |
$508 - $570
|
4.25K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.23% |
$457 - $513
|
4.01K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.19% |
$406 - $456
|
4.28K
$282K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 0.14% |
$406 - $456
|
5.79K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
8+ 40.0% |
$406 - $456
|
28
$1.84K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.21% |
$356 - $399
|
3.35K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
5+ 0.19% |
$254 - $285
|
2.59K
$170K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4New |
$203 - $228
|
4
$263
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.22% |
$203 - $228
|
1.82K
$120K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.07% |
$203 - $228
|
5.39K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.08% |
$203 - $228
|
4.73K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4+ 0.23% |
$203 - $228
|
1.75K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Gpwm LLC
|
BUY
|
- |
3+ 0.17% |
$152 - $171
|
1.81K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.23% |
$152 - $171
|
1.29K
$84.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$102 - $114
|
14.6K
$959K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.02% |
$102 - $114
|
10.5K
$693K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$50.8 - $57
|
26.5K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$50.8 - $57
|
18.3K
$1.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-3- 0.36% |
$152 - $171
|
836
$55.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-5- 0.11% |
$254 - $285
|
4.45K
$293K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$8.56K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-13- 0.18% |
$660 - $741
|
7.08K
$466K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-27- 0.55% |
$1.37K - $1.54K
|
4.92K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-46- 0.04% |
$2.34K - $2.62K
|
117K
$7.72M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-55- 0.39% |
$2.79K - $3.13K
|
14K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-58- 0.27% |
$2.95K - $3.3K
|
21.1K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$6.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-70- 1.3% |
$3.56K - $3.99K
|
5.33K
$351K
|