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
|
Larson Financial Group LLC
|
SELL
|
- |
-8.95K- 3.29% |
$482K - $529K
|
263K
$17M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-9.19K- 3.09% |
$495K - $544K
|
289K
$18.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9.66K- 27.18% |
$520K - $571K
|
25.9K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.1K- 24.76% |
$543K - $597K
|
30.7K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-10.5K- 2.09% |
$563K - $618K
|
490K
$31.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-11.2K- 10.4% |
$604K - $664K
|
96.7K
$6.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-12K- 1.04% |
$643K - $707K
|
1.14M
$73.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 0.89% |
$685K - $753K
|
1.42M
$91.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-13.8K- 11.74% |
$741K - $814K
|
104K
$6.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$5.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.8K- 8.54% |
$848K - $932K
|
169K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-16.9K- 14.37% |
$912K - $1M
|
101K
$6.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 1.47% |
$949K - $1.04M
|
1.18M
$76.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-20.9K- 1.6% |
$1.12M - $1.24M
|
1.29M
$83.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.6K- 19.49% |
$1.27M - $1.4M
|
97.5K
$6.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-25.8K- 1.59% |
$1.39M - $1.53M
|
1.59M
$103M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.4K- 3.47% |
$1.9M - $2.09M
|
984K
$63.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58.3K- 1.39% |
$3.14M - $3.45M
|
4.15M
$268M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-66.8K- 54.0% |
$3.6M - $3.95M
|
56.9K
$3.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-74.3K- 1.24% |
$4M - $4.39M
|
5.92M
$383M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-77.3K- 1.51% |
$4.16M - $4.57M
|
5.04M
$326M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-104K- 7.67% |
$5.6M - $6.15M
|
1.25M
$80.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-148K- 89.25% |
$7.96M - $8.74M
|
17.8K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 4.39% |
$8.95M - $9.84M
|
3.63M
$234M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-182K- 53.49% |
$9.8M - $10.8M
|
158K
$10.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-349K- 33.25% |
$18.8M - $20.6M
|
700K
$45.2M
|