Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.99M+ 116.02% |
$107M - $118M
|
3.71M
$242M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.34MNew |
$72.2M - $79.4M
|
1.34M
$87.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.06M+ 106.29% |
$57.2M - $62.9M
|
2.06M
$134M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
970KNew |
$52.2M - $57.4M
|
970K
$63.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
699K+ 108.81% |
$37.6M - $41.4M
|
1.34M
$87.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
483K+ 455.13% |
$26M - $28.5M
|
589K
$38.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
357K+ 12.97% |
$19.2M - $21.1M
|
3.11M
$202M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
315K+ 47.14% |
$17M - $18.6M
|
984K
$64.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
302K+ 3.94% |
$16.2M - $17.8M
|
7.96M
$519M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
281K+ 26.87% |
$15.1M - $16.6M
|
1.33M
$86.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
235K+ 14.34% |
$12.7M - $13.9M
|
1.88M
$122M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
219K+ 50.62% |
$11.8M - $13M
|
653K
$42.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
207K+ 14.49% |
$11.2M - $12.3M
|
1.64M
$107M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
190K+ 10.59% |
$10.2M - $11.2M
|
1.98M
$129M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158K+ 19.26% |
$8.49M - $9.33M
|
977K
$63.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
131K+ 23.2% |
$7.03M - $7.72M
|
693K
$45.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
123K+ 46.39% |
$6.6M - $7.25M
|
387K
$25.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
92.9KNew |
$5M - $5.5M
|
92.9K
$6.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
87.2K+ 7.47% |
$4.69M - $5.15M
|
1.25M
$81.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
86.1K+ 29.65% |
$4.64M - $5.09M
|
377K
$24.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
81.1K+ 7.85% |
$4.37M - $4.8M
|
1.12M
$72.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.1K+ 7.59% |
$4.26M - $4.68M
|
1.12M
$73M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.8K+ 7.64% |
$4.19M - $4.6M
|
1.1M
$71.5M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
74.9KNew |
$4.03M - $4.43M
|
74.9K
$4.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
74.4K+ 11.38% |
$4.01M - $4.4M
|
729K
$47.5M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
73.8K+ 24.82% |
$3.97M - $4.36M
|
371K
$24.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
73K+ 134.15% |
$3.93M - $4.32M
|
127K
$8.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
65.2K+ 11.43% |
$3.51M - $3.86M
|
635K
$41.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
64.2KNew |
$3.45M - $3.79M
|
64.2K
$4.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63.6K+ 3.74% |
$3.42M - $3.76M
|
1.77M
$115M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
54.6K+ 87.97% |
$2.94M - $3.23M
|
117K
$7.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
48.6K+ 58.58% |
$2.61M - $2.87M
|
131K
$8.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
47.8K+ 31.46% |
$2.57M - $2.83M
|
200K
$13M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
45.3K+ 132.5% |
$2.44M - $2.68M
|
79.5K
$5.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
45.1K+ 24.6% |
$2.43M - $2.67M
|
228K
$14.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41K+ 53.06% |
$2.21M - $2.43M
|
118K
$7.72M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
40.3K+ 8.92% |
$2.17M - $2.38M
|
492K
$32.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
39.3K+ 1.72% |
$2.11M - $2.32M
|
2.32M
$151M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
39.3K+ 10.13% |
$2.11M - $2.32M
|
427K
$27.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.6K+ 6.53% |
$1.97M - $2.16M
|
596K
$38.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 3.9% |
$1.82M - $2M
|
901K
$58.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
32.3K+ 8.76% |
$1.74M - $1.91M
|
401K
$26.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
31.1K+ 44.55% |
$1.67M - $1.84M
|
101K
$6.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30.6K+ 109.64% |
$1.65M - $1.81M
|
58.5K
$3.81M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29K+ 58.69% |
$1.56M - $1.72M
|
78.5K
$5.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
28.2K+ 5.05% |
$1.52M - $1.67M
|
587K
$38.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
27.2K+ 2.15% |
$1.47M - $1.61M
|
1.29M
$84.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26.1K+ 10.25% |
$1.41M - $1.54M
|
281K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.8K+ 5.35% |
$1.39M - $1.53M
|
508K
$33.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
25.6KNew |
$1.38M - $1.51M
|
25.6K
$1.67M
|