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 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.5K+ 66.25% |
$1.37M - $1.51M
|
64K
$4.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.2K+ 2.18% |
$1.36M - $1.49M
|
1.18M
$77M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
24K+ 77.7% |
$1.29M - $1.42M
|
54.8K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23.3K+ 6.84% |
$1.25M - $1.38M
|
363K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
22.7K+ 1.39% |
$1.22M - $1.34M
|
1.65M
$108M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
22.4K+ 31.14% |
$1.21M - $1.32M
|
94.3K
$6.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
22.2K+ 3.45% |
$1.19M - $1.31M
|
665K
$43.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$1.16M - $1.27M
|
21.5K
$1.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.5K+ 2.02% |
$1.1M - $1.21M
|
1.03M
$67.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
19.5K+ 45.69% |
$1.05M - $1.15M
|
62K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 13.67% |
$1.03M - $1.13M
|
158K
$10.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 13.67% |
$1.03M - $1.13M
|
158K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9KNew |
$1.02M - $1.12M
|
18.9K
$1.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
18.6K+ 75.78% |
$1M - $1.1M
|
43.2K
$2.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.6K+ 131.62% |
$1M - $1.1M
|
32.7K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$950K - $1.04M
|
17.6K
$1.15M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
16.5KNew |
$888K - $976K
|
16.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 4.12% |
$797K - $876K
|
374K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.4K+ 0.88% |
$778K - $855K
|
1.65M
$107M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 2.58% |
$688K - $756K
|
508K
$33.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
12.7K+ 13.96% |
$684K - $751K
|
104K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
12.4K+ 6.63% |
$668K - $734K
|
200K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
12.4K+ 3.07% |
$668K - $734K
|
416K
$27.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
12.4K+ 10.27% |
$665K - $731K
|
133K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
12K+ 5.38% |
$648K - $712K
|
236K
$15.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 5.04% |
$623K - $684K
|
241K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
11.6K+ 92.39% |
$622K - $683K
|
24.1K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$722K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$722K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.7K+ 10.93% |
$578K - $635K
|
109K
$7.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.4KNew |
$558K - $613K
|
10.4K
$676K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
10.3K+ 7.36% |
$552K - $607K
|
150K
$9.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10.1K+ 191.3% |
$545K - $598K
|
15.4K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.97K+ 3.81% |
$537K - $590K
|
271K
$17.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.94K+ 22.42% |
$535K - $588K
|
54.3K
$3.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.72K+ 16.9% |
$523K - $575K
|
67.2K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.51KNew |
$512K - $562K
|
9.51K
$619K
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
9.23K+ 0.97% |
$497K - $546K
|
961K
$62.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
8.78K+ 1.06% |
$473K - $519K
|
835K
$54.4M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
8.51K+ 75.37% |
$458K - $503K
|
19.8K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$452K - $497K
|
8.4K
$547K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.28KNew |
$445K - $489K
|
8.28K
$539K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.16K+ 18.54% |
$439K - $482K
|
52.1K
$3.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
8K+ 1.64% |
$431K - $473K
|
495K
$32.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7.83K+ 195725.0% |
$421K - $463K
|
7.83K
$510K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.58K+ 14.94% |
$408K - $448K
|
58.3K
$3.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.53K+ 38.03% |
$405K - $445K
|
27.3K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.52K+ 3.19% |
$405K - $444K
|
243K
$15.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7.36K+ 2.87% |
$396K - $435K
|
264K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.24KNew |
$390K - $428K
|
7.24K
$472K
|