Purchases and Sales Made in Q1 2025 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 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
|
- |
209KNew |
$12.4M - $13.9M
|
209K
$11.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
163K+ 4644.28% |
$9.72M - $10.9M
|
167K
$9.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 68.38% |
$9.21M - $10.3M
|
380K
$21.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
137K+ 5.8% |
$8.19M - $9.17M
|
2.51M
$143M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
95.2K+ 14.31% |
$5.67M - $6.35M
|
760K
$43.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
57.1K+ 8.66% |
$3.4M - $3.81M
|
716K
$40.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50.9K+ 43.26% |
$3.03M - $3.39M
|
169K
$9.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
44.6K+ 170.55% |
$2.66M - $2.97M
|
70.7K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.5KNew |
$2.36M - $2.64M
|
39.5K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
27.1K+ 12.42% |
$1.61M - $1.81M
|
245K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5K+ 579.61% |
$1.4M - $1.57M
|
27.6K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
23.3K+ 10.28% |
$1.39M - $1.56M
|
250K
$14.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
17.6K+ 13.19% |
$1.05M - $1.18M
|
151K
$8.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.9K+ 6.69% |
$1.01M - $1.13M
|
269K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 17.88% |
$846K - $947K
|
93.6K
$5.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.4K+ 5.43% |
$799K - $895K
|
260K
$14.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.8KNew |
$646K - $722K
|
10.8K
$616K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.3KNew |
$375K - $420K
|
6.3K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.29KNew |
$375K - $419K
|
6.29K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.59KNew |
$333K - $373K
|
5.59K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.08K+ 3.89% |
$303K - $339K
|
136K
$7.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.2K+ 50.68% |
$250K - $280K
|
12.5K
$711K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$242K - $271K
|
4.06K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
3.76K+ 11.76% |
$224K - $251K
|
35.7K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.42K+ 7.76% |
$204K - $228K
|
47.5K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.14K+ 79.78% |
$187K - $210K
|
7.08K
$403K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
3.04KNew |
$181K - $202K
|
3.04K
$173K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.83K+ 10.21% |
$169K - $189K
|
30.5K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.67K+ 1.48% |
$159K - $178K
|
183K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.59K+ 81.66% |
$154K - $173K
|
5.76K
$328K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.53K+ 0.39% |
$151K - $169K
|
655K
$37.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.14K+ 9.9% |
$127K - $142K
|
23.7K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 1.47% |
$107K - $120K
|
124K
$7.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.79K+ 25.18% |
$107K - $119K
|
8.89K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.38K+ 19.99% |
$82K - $91.7K
|
8.25K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 0.76% |
$61.7K - $69K
|
137K
$7.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
541+ 0.27% |
$32.2K - $36.1K
|
202K
$11.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 3.5% |
$23.9K - $26.8K
|
11.9K
$676K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
313New |
$18.7K - $20.9K
|
313
$17.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
313+ 8.78% |
$18.7K - $20.9K
|
3.88K
$221K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
300+ 2.31% |
$17.9K - $20K
|
13.3K
$756K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
250+ 0.95% |
$14.9K - $16.7K
|
26.7K
$1.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
121+ 0.49% |
$7.21K - $8.07K
|
24.6K
$1.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 0.19% |
$2.92K - $3.27K
|
26K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 0.05% |
$2.86K - $3.2K
|
89.5K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 62.12% |
$2.44K - $2.74K
|
107
$6.09K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.16% |
$2.27K - $2.53K
|
24.1K
$1.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
18+ 0.07% |
$1.07K - $1.2K
|
27.5K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
15+ 0.1% |
$894 - $1K
|
15.7K
$895K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
14+ 0.22% |
$835 - $934
|
6.26K
$356K
|