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 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$377 - $414
|
3.76K
$245K
|
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
BUY
|
- |
6+ 0.33% |
$323 - $355
|
1.82K
$118K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.11% |
$323 - $355
|
5.4K
$352K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$269 - $296
|
1.76K
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.11% |
$269 - $296
|
4.74K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4+ 0.02% |
$215 - $237
|
23.1K
$1.51M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
4+ 14.29% |
$215 - $237
|
32
$2.09K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.03% |
$161 - $177
|
10.5K
$686K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.23% |
$161 - $177
|
1.29K
$84.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$108 - $118
|
838
$54.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$108 - $118
|
26.5K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.02% |
$53.8 - $59.1
|
4.83K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- -0.0% |
$108 - $118
|
75.3K
$4.91M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-6- 0.04% |
$323 - $355
|
15.7K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-6- -0.0% |
$323 - $355
|
1.25M
$81.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-17- 0.04% |
$915 - $1.01K
|
38.5K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-20- 0.11% |
$1.08K - $1.18K
|
17.5K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-21- 0.42% |
$1.13K - $1.24K
|
4.96K
$323K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-22- 0.16% |
$1.18K - $1.3K
|
13.5K
$878K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 0.58% |
$1.61K - $1.77K
|
5.13K
$334K
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-35- 0.47% |
$1.88K - $2.07K
|
7.34K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.77% |
$2.31K - $2.54K
|
5.52K
$360K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 0.68% |
$2.58K - $2.84K
|
7.03K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.36% |
$2.69K - $2.96K
|
14K
$909K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-60- 0.58% |
$3.23K - $3.55K
|
10.3K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-63- 0.17% |
$3.39K - $3.73K
|
36.3K
$2.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-70- 1.03% |
$3.77K - $4.14K
|
6.72K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-70- 0.29% |
$3.77K - $4.14K
|
24.2K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-77- 0.28% |
$4.14K - $4.55K
|
27K
$1.76M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-86- 0.07% |
$4.63K - $5.09K
|
122K
$7.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 0.14% |
$5.38K - $5.91K
|
70.2K
$4.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-100- 1.54% |
$5.38K - $5.91K
|
6.41K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-123- 0.42% |
$6.62K - $7.27K
|
29.5K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-140- 0.62% |
$7.54K - $8.28K
|
22.3K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-157- 0.17% |
$8.45K - $9.28K
|
92.9K
$6.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-166- 0.66% |
$8.94K - $9.82K
|
25K
$1.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-170- 2.22% |
$9.15K - $10.1K
|
7.49K
$488K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-175- 0.62% |
$9.42K - $10.3K
|
28.1K
$1.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-180- 2.45% |
$9.69K - $10.6K
|
7.16K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-183- 1.24% |
$9.85K - $10.8K
|
14.6K
$951K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-187- 0.06% |
$10.1K - $11.1K
|
312K
$20.4M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-195- 2.02% |
$10.5K - $11.5K
|
9.45K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-204- 3.77% |
$11K - $12.1K
|
5.2K
$339K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-206- 0.64% |
$11.1K - $12.2K
|
32.1K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-207- 5.13% |
$11.1K - $12.2K
|
3.83K
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-211- 2.85% |
$11.4K - $12.5K
|
7.18K
$468K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-211- 1.44% |
$11.4K - $12.5K
|
14.4K
$938K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 3.23% |
$12.4K - $13.7K
|
6.91K
$451K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-231- 2.64% |
$12.4K - $13.7K
|
8.51K
$554K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235- 0.76% |
$12.7K - $13.9K
|
30.8K
$2.01M
|