Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q1 2025. 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
Apr 15, 2025 Q1 2025
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
209K
New
$12.4M - $13.9M
209K $12.1M
Apr 14, 2025 Q1 2025
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
163K
+ 4644.28%
$9.72M - $10.9M
167K $9.67M
Apr 14, 2025 Q1 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
155K
+ 68.38%
$9.21M - $10.3M
380K $22.1M
Apr 15, 2025 Q1 2025
Zhang Financial LLC

BUY
 -
137K
+ 5.8%
$8.19M - $9.17M
2.51M $145M
Apr 11, 2025 Q1 2025
Olio Financial Planning

BUY
 -
95.2K
+ 14.31%
$5.67M - $6.35M
760K $44.1M
Apr 10, 2025 Q1 2025
Apella Capital, LLC

BUY
 -
57.1K
+ 8.66%
$3.4M - $3.81M
716K $41.5M
Apr 16, 2025 Q1 2025
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
50.9K
+ 43.26%
$3.03M - $3.39M
169K $9.78M
Apr 15, 2025 Q1 2025
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
44.6K
+ 170.55%
$2.66M - $2.97M
70.7K $4.1M
Apr 14, 2025 Q1 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
39.5K
New
$2.36M - $2.64M
39.5K $2.29M
Apr 15, 2025 Q1 2025
Trinity Financial Advisors LLC

BUY
 -
27.1K
+ 12.42%
$1.61M - $1.81M
245K $14.2M
Apr 14, 2025 Q1 2025
Investment Advisory Group, LLC

BUY
 -
17.6K
+ 13.19%
$1.05M - $1.18M
151K $8.77M
Apr 16, 2025 Q1 2025
Cva Family Office, LLC

BUY
 -
14.2K
+ 17.88%
$846K - $947K
93.6K $5.43M
Apr 14, 2025 Q1 2025
Pillar Financial Advisors, LLC

Louisville, KY
BUY
 -
13.4K
+ 5.43%
$799K - $895K
260K $15.1M
Apr 16, 2025 Q1 2025
Everhart Financial Group, Inc.

BUY
 -
10.8K
New
$646K - $722K
10.8K $628K
Apr 16, 2025 Q1 2025
Hmv Wealth Advisors, LLC

Shreveport, LA
BUY
 -
6.3K
New
$375K - $420K
6.3K $365K
Apr 16, 2025 Q1 2025
Kelly Financial Group LLC

Wethersfield, CT
BUY
 -
6.29K
New
$375K - $419K
6.29K $365K
Apr 15, 2025 Q1 2025
Baker Ellis Asset Management LLC

BUY
 -
5.59K
New
$333K - $373K
5.59K $324K
Apr 16, 2025 Q1 2025
Capstone Wealth Management, LLC

Tuscaloosa, AL
BUY
 -
5.08K
+ 3.89%
$303K - $339K
136K $7.87M
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
4.2K
+ 50.68%
$250K - $280K
12.5K $724K
Apr 10, 2025 Q1 2025
Garrett Investment Advisors LLC

BUY
 -
4.06K
New
$242K - $271K
4.06K $236K
Apr 08, 2025 Q1 2025
Shearwater Capital LLC

BUY
 -
3.76K
+ 11.76%
$224K - $251K
35.7K $2.07M
Apr 10, 2025 Q1 2025
Dbk Financial Counsel, LLC

BUY
 -
3.42K
+ 7.76%
$204K - $228K
47.5K $2.76M
Apr 09, 2025 Q1 2025
Gradient Investments LLC

BUY
 -
3.14K
+ 79.78%
$187K - $210K
7.08K $411K
Apr 08, 2025 Q1 2025
Avondale Wealth Management

BUY
 -
3.04K
New
$181K - $202K
3.04K $176K
Apr 16, 2025 Q1 2025
David Wealth Management LLC

Fairfax, VA
BUY
 -
2.67K
+ 1.48%
$159K - $178K
183K $10.6M
Apr 09, 2025 Q1 2025
Merit Financial Group, LLC

BUY
 -
2.14K
+ 9.9%
$127K - $142K
23.7K $1.38M
Apr 15, 2025 Q1 2025
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
1.79K
+ 25.18%
$107K - $119K
8.89K $516K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
313
New
$18.7K - $20.9K
313 $18.2K
Apr 08, 2025 Q1 2025
Ifg Advisors, LLC

BUY
 -
300
+ 2.31%
$17.9K - $20K
13.3K $770K
Apr 15, 2025 Q1 2025
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
250
+ 0.95%
$14.9K - $16.7K
26.7K $1.55M
Apr 02, 2025 Q1 2025
Marcum Wealth, LLC

BUY
 -
49
+ 0.19%
$2.92K - $3.27K
26K $1.51M
Apr 11, 2025 Q1 2025
Gemmer Asset Management LLC

BUY
 -
48
+ 0.05%
$2.86K - $3.2K
89.5K $5.19M
Apr 11, 2025 Q1 2025
Davis Capital Management

Jacksonville, FL
BUY
 -
41
+ 62.12%
$2.44K - $2.74K
107 $6.21K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

BUY
 -
38
+ 0.16%
$2.27K - $2.53K
24.1K $1.4M
Apr 08, 2025 Q1 2025
Winthrop Advisory Group LLC

BUY
 -
18
+ 0.07%
$1.07K - $1.2K
27.5K $1.59M
Apr 14, 2025 Q1 2025
25 LLC

St. Louis, MO
BUY
 -
15
+ 0.1%
$894 - $1K
15.7K $912K
Apr 03, 2025 Q1 2025
Versant Capital Management, Inc

BUY
 -
9
+ 0.16%
$536 - $600
5.62K $326K
Apr 09, 2025 Q1 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
8
+ 0.21%
$477 - $534
3.87K $224K
Apr 15, 2025 Q1 2025
Fiduciary Advisors, Inc.

St. Louis, MO
BUY
 -
3
+ 0.28%
$179 - $200
1.07K $62K
Apr 11, 2025 Q1 2025
Gleason Group, Inc.

BUY
 -
2
+ 0.24%
$119 - $133
822 $47.7K
Apr 14, 2025 Q1 2025
Park Avenue Securities LLC

SELL
 -
-97
- 2.13%
$5.78K - $6.47K
4.45K $258K
Apr 14, 2025 Q1 2025
Midland Wealth Advisors LLC

Rockford, IL
SELL
 -
-154
- 1.56%
$9.18K - $10.3K
9.73K $564K
Apr 10, 2025 Q1 2025
Cathy Pareto & Associates, Inc

Coral Gables, FL
SELL
 -
-256
- 2.18%
$15.3K - $17.1K
11.5K $666K
Apr 14, 2025 Q1 2025
Greenspring Advisors, LLC

SELL
 -
-313
- 3.17%
$18.7K - $20.9K
9.56K $554K
Apr 14, 2025 Q1 2025
Miracle Mile Advisors, LLC

SELL
 -
-432
- 4.66%
$25.8K - $28.8K
8.83K $512K
Apr 15, 2025 Q1 2025
Ironwood Financial, LLC

SELL
 -
-450
- 4.88%
$26.8K - $30K
8.76K $508K
Apr 11, 2025 Q1 2025
Towneley Capital Management, Inc / De

Laguna Hills, CA
SELL
 -
-671
- 6.36%
$40K - $44.8K
9.87K $573K
Apr 10, 2025 Q1 2025
Retirement Planning Group

SELL
 -
-759
- 1.69%
$45.2K - $50.6K
44K $2.55M
Apr 14, 2025 Q1 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
SELL
 -
-1.16K
- 2.06%
$68.8K - $77.1K
55K $3.19M

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