Purchases and Sales Made in Q2 2025 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 2025. 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, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.9MNew |
$424M - $529M
|
7.9M
$546M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
906K+ 2118.63% |
$48.6M - $60.7M
|
949K
$65.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$81.4M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
384K+ 21.38% |
$20.6M - $25.7M
|
2.18M
$151M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
248K+ 9.98% |
$13.3M - $16.6M
|
2.73M
$189M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$106M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$10.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
151KNew |
$8.1M - $10.1M
|
151K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
149KNew |
$7.99M - $9.98M
|
149K
$10.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
146K+ 33.67% |
$7.86M - $9.81M
|
581K
$40.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 318.13% |
$6.75M - $8.43M
|
165K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
112KNew |
$5.99M - $7.49M
|
112K
$7.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
109K+ 2993.31% |
$5.83M - $7.28M
|
112K
$7.76M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
97.9K+ 16.38% |
$5.25M - $6.56M
|
696K
$48.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$7.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95.3K+ 11.66% |
$5.11M - $6.38M
|
912K
$63M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
68.9K+ 7.17% |
$3.7M - $4.62M
|
1.03M
$71.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
61.3K+ 47.75% |
$3.29M - $4.11M
|
190K
$13.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
57.3K+ 9.75% |
$3.07M - $3.84M
|
645K
$44.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
52.8K+ 7.1% |
$2.83M - $3.54M
|
797K
$55.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$56M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
35.3KNew |
$1.89M - $2.36M
|
35.3K
$2.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
34.9K+ 5.09% |
$1.87M - $2.34M
|
721K
$49.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
34.5K+ 25.44% |
$1.85M - $2.31M
|
170K
$11.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34.1K+ 103.51% |
$1.83M - $2.29M
|
67.1K
$4.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32.2K+ 876.47% |
$1.73M - $2.16M
|
35.9K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31.9K+ 6.69% |
$1.71M - $2.14M
|
509K
$35.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$1.62M - $2.02M
|
30.1K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
29K+ 36.01% |
$1.56M - $1.95M
|
110K
$7.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 48.43% |
$1.52M - $1.9M
|
86.9K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 1.72% |
$1.48M - $1.85M
|
1.63M
$113M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27.2K+ 2.27% |
$1.46M - $1.82M
|
1.22M
$84.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 0.77% |
$1.4M - $1.75M
|
3.43M
$237M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25.2K+ 6.52% |
$1.35M - $1.69M
|
412K
$28.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.1K+ 1.02% |
$1.29M - $1.62M
|
2.39M
$165M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.9K+ 1.72% |
$1.28M - $1.6M
|
1.41M
$97.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21.9K+ 8.23% |
$1.17M - $1.47M
|
288K
$19.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.6KNew |
$946K - $1.18M
|
17.6K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
17.3KNew |
$929K - $1.16M
|
17.3K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
15.1K+ 21.28% |
$808K - $1.01M
|
85.8K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$750K - $937K
|
14K
$966K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8K+ 5.06% |
$738K - $922K
|
286K
$19.7M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12K+ 6.52% |
$642K - $802K
|
195K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.8K+ 12.18% |
$634K - $792K
|
109K
$7.52M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
11.7K+ 14.0% |
$625K - $781K
|
94.9K
$6.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.4K+ 41.47% |
$613K - $766K
|
39K
$2.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.41K+ 6.22% |
$505K - $631K
|
161K
$11.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.47K+ 4.24% |
$455K - $568K
|
208K
$14.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.26KNew |
$443K - $554K
|
8.26K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
8.13K+ 4.21% |
$436K - $545K
|
201K
$13.9M
|