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 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.16% |
$536 - $600
|
5.62K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.21% |
$477 - $534
|
3.87K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.28% |
$179 - $200
|
1.07K
$60.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$119 - $133
|
822
$46.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-97- 2.13% |
$5.78K - $6.47K
|
4.45K
$253K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-154- 1.56% |
$9.18K - $10.3K
|
9.73K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 0.59% |
$10K - $11.2K
|
28.5K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-180- 3.29% |
$10.7K - $12K
|
5.29K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-256- 2.18% |
$15.3K - $17.1K
|
11.5K
$653K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-270- 12.13% |
$16.1K - $18K
|
1.96K
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-291- 0.36% |
$17.3K - $19.4K
|
80.5K
$4.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$18.7K - $20.9K
|
9.56K
$544K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-407- 2.24% |
$24.3K - $27.2K
|
17.8K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-432- 4.66% |
$25.8K - $28.8K
|
8.83K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-450- 4.88% |
$26.8K - $30K
|
8.76K
$499K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-545- 2.0% |
$32.5K - $36.4K
|
26.7K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-581- 5.47% |
$34.6K - $38.8K
|
10K
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-671- 6.36% |
$40K - $44.8K
|
9.87K
$562K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-759- 1.69% |
$45.2K - $50.6K
|
44K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-1.05K- 0.22% |
$62.6K - $70K
|
473K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.16K- 2.06% |
$68.8K - $77.1K
|
55K
$3.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.35K- 23.84% |
$80.2K - $89.7K
|
4.3K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 2.34% |
$80.5K - $90.1K
|
56.4K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 6.18% |
$92.2K - $103K
|
23.5K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.58K- 97.22% |
$93.9K - $105K
|
45
$2.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.6K- 11.42% |
$95.3K - $107K
|
12.4K
$706K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.86K- 2.56% |
$170K - $191K
|
109K
$6.18M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.95K- 11.9% |
$176K - $197K
|
21.8K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.93K- 0.51% |
$234K - $262K
|
766K
$43.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.21K- 4.21% |
$251K - $281K
|
95.8K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-6.16K- 0.6% |
$367K - $411K
|
1.02M
$58M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.33K- 21.27% |
$378K - $423K
|
23.4K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-7.82K- 1.21% |
$466K - $522K
|
639K
$36.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-11.8K- 2.52% |
$702K - $786K
|
456K
$26M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.1K- 1.76% |
$722K - $808K
|
674K
$38.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-13.9K- 11.37% |
$828K - $927K
|
108K
$6.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-14.5K- 62.15% |
$863K - $966K
|
8.82K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.6K- 2.47% |
$1.05M - $1.18M
|
695K
$39.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.3K- 1.67% |
$1.63M - $1.82M
|
1.61M
$91.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-34.3K- 3.11% |
$2.04M - $2.29M
|
1.07M
$60.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-145K- 5.76% |
$8.62M - $9.65M
|
2.37M
$135M
|