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 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.81K+ 1.16% |
$97.6K - $107K
|
158K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.79K+ 3.63% |
$96.6K - $106K
|
51.2K
$3.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.79K+ 85.91% |
$96.5K - $106K
|
3.88K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 9.67% |
$95.1K - $105K
|
20K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.76K+ 29.75% |
$94.6K - $104K
|
7.66K
$503K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.73KNew |
$93.2K - $102K
|
1.73K
$114K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.63K+ 16.97% |
$87.6K - $96.2K
|
11.2K
$736K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.61K+ 11.21% |
$86.7K - $95.3K
|
16K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.55K+ 5.65% |
$83.5K - $91.7K
|
29K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.52K+ 22.53% |
$81.6K - $89.7K
|
8.25K
$542K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.44K+ 1.64% |
$77.6K - $85.2K
|
89.1K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.26K+ 32.86% |
$67.9K - $74.6K
|
5.1K
$335K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
1.26K+ 25.42% |
$67.6K - $74.3K
|
6.2K
$407K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.18KNew |
$63.5K - $69.7K
|
1.18K
$77.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.17K+ 0.46% |
$63.2K - $69.4K
|
255K
$16.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.15K+ 3.34% |
$62.1K - $68.2K
|
35.7K
$2.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.15K+ 1.25% |
$61.8K - $67.9K
|
93.2K
$6.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 9.98% |
$56.3K - $61.9K
|
11.5K
$757K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
999+ 0.6% |
$53.8K - $59.1K
|
167K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
940+ 1.65% |
$50.6K - $55.6K
|
58.1K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
927+ 12.99% |
$49.9K - $54.8K
|
8.07K
$530K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
912+ 0.59% |
$49.1K - $53.9K
|
156K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
905+ 1.69% |
$48.7K - $53.5K
|
54.3K
$3.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
830+ 5.83% |
$44.7K - $49.1K
|
15.1K
$989K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
759+ 1.61% |
$40.9K - $44.9K
|
48K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
711+ 0.4% |
$38.3K - $42K
|
177K
$11.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
607+ 0.77% |
$32.7K - $35.9K
|
79.1K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
585+ 1.42% |
$31.5K - $34.6K
|
41.7K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
561+ 3.85% |
$30.2K - $33.2K
|
15.1K
$993K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
531+ 0.5% |
$28.6K - $31.4K
|
106K
$6.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
528+ 0.41% |
$28.4K - $31.2K
|
128K
$8.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
496+ 0.71% |
$26.7K - $29.3K
|
70.3K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
474+ 0.46% |
$25.5K - $28K
|
103K
$6.76M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
468+ 19.01% |
$25.2K - $27.7K
|
2.93K
$192K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
466New |
$25.1K - $27.6K
|
466
$30.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
465+ 1.41% |
$25K - $27.5K
|
33.5K
$2.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
463+ 0.86% |
$24.9K - $27.4K
|
54.4K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
457+ 11.38% |
$24.6K - $27K
|
4.47K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
455+ 7.26% |
$24.5K - $26.9K
|
6.72K
$442K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
433+ 2.88% |
$23.3K - $25.6K
|
15.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$21.5K - $23.7K
|
400
$26.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
361New |
$19.4K - $21.3K
|
361
$23.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
354+ 7.24% |
$19.1K - $20.9K
|
5.24K
$344K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
340+ 2.07% |
$18.3K - $20.1K
|
16.7K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
284New |
$15.3K - $16.8K
|
284
$18.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
272+ 7.09% |
$14.6K - $16.1K
|
4.11K
$270K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
229+ 0.78% |
$12.3K - $13.5K
|
29.6K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
214+ 4.33% |
$11.5K - $12.7K
|
5.15K
$338K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
199+ 0.49% |
$10.7K - $11.8K
|
40.7K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180New |
$9.69K - $10.6K
|
180
$11.8K
|