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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
163+ 0.11% |
$8.77K - $9.64K
|
155K
$10.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
150+ 0.27% |
$8.07K - $8.87K
|
55.9K
$3.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
149+ 0.08% |
$8.02K - $8.81K
|
177K
$11.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
136+ 3.02% |
$7.32K - $8.04K
|
4.64K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
132+ 0.66% |
$7.11K - $7.81K
|
20.1K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
125+ 0.19% |
$6.73K - $7.39K
|
65.7K
$4.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
123+ 0.44% |
$6.62K - $7.27K
|
27.8K
$1.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107+ 0.24% |
$5.76K - $6.33K
|
44.5K
$2.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
105+ 0.21% |
$5.65K - $6.21K
|
50.7K
$3.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
105+ 1.1% |
$5.65K - $6.21K
|
9.69K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104New |
$5.6K - $6.15K
|
104
$6.78K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
89+ 1.42% |
$4.79K - $5.26K
|
6.35K
$414K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
85+ 0.27% |
$4.58K - $5.03K
|
31.1K
$2.03M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
71+ 0.28% |
$3.82K - $4.2K
|
25.8K
$1.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
68+ 0.27% |
$3.66K - $4.02K
|
24.9K
$1.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
65New |
$3.5K - $3.84K
|
65
$4.24K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
60+ 0.21% |
$3.23K - $3.55K
|
28.2K
$1.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.27% |
$2.58K - $2.84K
|
18.1K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
47+ 0.19% |
$2.53K - $2.78K
|
24.2K
$1.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
41+ 0.27% |
$2.21K - $2.42K
|
15K
$975K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
39+ 0.07% |
$2.1K - $2.31K
|
58.4K
$3.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.37% |
$2.05K - $2.25K
|
10.2K
$667K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 0.13% |
$2.05K - $2.25K
|
28.5K
$1.85M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
37+ 0.29% |
$1.99K - $2.19K
|
12.6K
$820K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
36+ 0.27% |
$1.94K - $2.13K
|
13.2K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.07K
|
12.9K
$840K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.07K
|
12.9K
$842K
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
BUY
|
- |
35+ 0.02% |
$1.88K - $2.07K
|
226K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
34+ 0.27% |
$1.83K - $2.01K
|
12.6K
$822K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
34+ 0.07% |
$1.83K - $2.01K
|
50.1K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32+ 0.26% |
$1.72K - $1.89K
|
12.1K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
28+ 0.28% |
$1.51K - $1.66K
|
10.2K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
26+ 0.28% |
$1.4K - $1.54K
|
9.4K
$613K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
24+ 0.16% |
$1.29K - $1.42K
|
14.7K
$956K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 0.28% |
$1.24K - $1.36K
|
8.29K
$540K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
22+ 0.08% |
$1.18K - $1.3K
|
27.4K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.23% |
$1.08K - $1.18K
|
8.61K
$561K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
19+ 0.08% |
$1.02K - $1.12K
|
23.1K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.27% |
$915 - $1.01K
|
6.21K
$405K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16+ 160.0% |
$861 - $946
|
26
$1.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 0.27% |
$700 - $769
|
4.81K
$314K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
13+ 0.28% |
$700 - $769
|
4.74K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.28% |
$646 - $710
|
4.29K
$279K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 0.19% |
$592 - $651
|
5.8K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.26% |
$592 - $651
|
4.27K
$278K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$538 - $591
|
3.72K
$242K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$484 - $532
|
3.58K
$233K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$484 - $532
|
3.36K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$377 - $414
|
2.59K
$169K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$377 - $414
|
3.76K
$245K
|