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 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-10.5K- 2.09% |
$563K - $618K
|
490K
$32.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.2K- 10.4% |
$604K - $664K
|
96.7K
$6.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-12K- 1.04% |
$643K - $707K
|
1.14M
$74.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 0.89% |
$685K - $753K
|
1.42M
$93.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-13.8K- 11.74% |
$741K - $814K
|
104K
$6.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$5.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 8.54% |
$848K - $932K
|
169K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.9K- 14.37% |
$912K - $1M
|
101K
$6.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 1.47% |
$949K - $1.04M
|
1.18M
$77.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-20.9K- 1.6% |
$1.12M - $1.24M
|
1.29M
$84.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.6K- 19.49% |
$1.27M - $1.4M
|
97.5K
$6.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.8K- 1.59% |
$1.39M - $1.53M
|
1.59M
$105M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58.3K- 1.39% |
$3.14M - $3.45M
|
4.15M
$272M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-66.8K- 54.0% |
$3.6M - $3.95M
|
56.9K
$3.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-74.3K- 1.24% |
$4M - $4.39M
|
5.92M
$389M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-77.3K- 1.51% |
$4.16M - $4.57M
|
5.04M
$331M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-104K- 7.67% |
$5.6M - $6.15M
|
1.25M
$82.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-148K- 89.25% |
$7.96M - $8.74M
|
17.8K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 4.39% |
$8.95M - $9.84M
|
3.63M
$238M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-349K- 33.25% |
$18.8M - $20.6M
|
700K
$46M
|