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
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-75- 1.82% |
$3.81K - $4.27K
|
4.04K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-79- 0.04% |
$4.01K - $4.5K
|
186K
$12.2M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-89- 0.22% |
$4.52K - $5.07K
|
40.5K
$2.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-90- 0.36% |
$4.57K - $5.13K
|
25.2K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-94- 0.3% |
$4.77K - $5.36K
|
31K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-96- 0.06% |
$4.88K - $5.47K
|
157K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-103- 2.06% |
$5.23K - $5.87K
|
4.89K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-105- 0.32% |
$5.33K - $5.98K
|
32.3K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 0.93% |
$5.43K - $6.1K
|
11.4K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-113- 0.38% |
$5.74K - $6.44K
|
29.7K
$1.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-122- 0.45% |
$6.2K - $6.95K
|
27.1K
$1.78M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-125- 1.36% |
$6.35K - $7.12K
|
9.04K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-130- 1.22% |
$6.6K - $7.41K
|
10.5K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-150- 1.0% |
$7.62K - $8.55K
|
14.9K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-153- 23.01% |
$7.77K - $8.72K
|
512
$33.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-160- 0.99% |
$8.13K - $9.12K
|
16K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-164- 3.3% |
$8.33K - $9.34K
|
4.8K
$316K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-168- 0.18% |
$8.53K - $9.57K
|
93.1K
$6.13M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-172- 0.6% |
$8.74K - $9.8K
|
28.4K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-180- 1.21% |
$9.14K - $10.3K
|
14.7K
$971K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-187- 1.0% |
$9.5K - $10.7K
|
18.5K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-187- 2.48% |
$9.5K - $10.7K
|
7.34K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-206- 0.73% |
$10.5K - $11.7K
|
28.1K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-210- 0.81% |
$10.7K - $12K
|
25.6K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-225- 0.08% |
$11.4K - $12.8K
|
281K
$18.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-235- 0.71% |
$11.9K - $13.4K
|
33K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-235- 9.55% |
$11.9K - $13.4K
|
2.23K
$147K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-240- 0.19% |
$12.2K - $13.7K
|
124K
$8.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-249- 2.59% |
$12.6K - $14.2K
|
9.35K
$615K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.37% |
$12.7K - $14.2K
|
18K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-259- 0.87% |
$13.2K - $14.8K
|
29.6K
$1.95M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-261- 0.35% |
$13.3K - $14.9K
|
75.3K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-265- 1.49% |
$13.5K - $15.1K
|
17.5K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-339- 2.62% |
$17.2K - $19.3K
|
12.6K
$828K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-350- 0.9% |
$17.8K - $19.9K
|
38.5K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-350- 7.07% |
$17.8K - $19.9K
|
4.6K
$303K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-355- 6.66% |
$18K - $20.2K
|
4.98K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-381- 1.37% |
$19.4K - $21.7K
|
27.5K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-386- 8.77% |
$19.6K - $22K
|
4.02K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-403- 3.74% |
$20.5K - $23K
|
10.4K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-418- 2.75% |
$21.2K - $23.8K
|
14.8K
$973K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-433- 2.62% |
$22K - $24.7K
|
16.1K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-435- 5.56% |
$22.1K - $24.8K
|
7.39K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-445- 52.66% |
$22.6K - $25.4K
|
400
$26.3K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-454- 2.45% |
$23.1K - $25.9K
|
18.1K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-464- 0.94% |
$23.6K - $26.4K
|
49.1K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-485- 1.02% |
$24.6K - $27.6K
|
47.2K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-500- 0.34% |
$25.4K - $28.5K
|
147K
$9.7M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-507- 5.87% |
$25.8K - $28.9K
|
8.14K
$536K
|