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
$576M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.54M+ 5.98% |
$136M - $170M
|
45.1M
$3.29B
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
906K+ 2118.63% |
$48.6M - $60.7M
|
949K
$69.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$85.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
402K+ 25.33% |
$21.5M - $26.9M
|
1.99M
$145M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
384K+ 21.38% |
$20.6M - $25.7M
|
2.18M
$159M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
376KNew |
$20.2M - $25.2M
|
376K
$27.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
367K+ 122.86% |
$19.7M - $24.6M
|
665K
$48.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
248K+ 9.98% |
$13.3M - $16.6M
|
2.73M
$199M
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
230KNew |
$12.3M - $15.4M
|
230K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202K+ 6.97% |
$10.8M - $13.5M
|
3.1M
$226M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$112M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
175KNew |
$9.41M - $11.8M
|
175K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$11.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
151KNew |
$8.1M - $10.1M
|
151K
$11M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
149KNew |
$7.99M - $9.98M
|
149K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
146K+ 33.67% |
$7.86M - $9.81M
|
581K
$42.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 15.37% |
$7.79M - $9.74M
|
1.09M
$79.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 3.58% |
$7.38M - $9.21M
|
3.98M
$290M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 318.13% |
$6.75M - $8.43M
|
165K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
117K+ 6623.77% |
$6.29M - $7.86M
|
119K
$8.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
112K+ 17.5% |
$6M - $7.49M
|
750K
$54.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
112KNew |
$5.99M - $7.49M
|
112K
$8.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
109K+ 2993.31% |
$5.83M - $7.28M
|
112K
$8.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
105K+ 542.84% |
$5.64M - $7.04M
|
124K
$9.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
101KNew |
$5.42M - $6.78M
|
101K
$7.37M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
99.9K+ 12.77% |
$5.36M - $6.7M
|
883K
$64.4M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
97.9K+ 16.38% |
$5.25M - $6.56M
|
696K
$50.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95.3K+ 11.66% |
$5.11M - $6.38M
|
912K
$66.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
95.2KNew |
$5.11M - $6.38M
|
95.2K
$6.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
89.6KNew |
$4.81M - $6.01M
|
89.6K
$6.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
84.4K+ 53.21% |
$4.53M - $5.65M
|
243K
$17.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
80.1K+ 5.77% |
$4.3M - $5.37M
|
1.47M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.1K+ 6.31% |
$4.14M - $5.17M
|
1.3M
$94.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
68.9K+ 7.17% |
$3.7M - $4.62M
|
1.03M
$75.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
67.4K+ 8.76% |
$3.62M - $4.52M
|
838K
$61.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65.6K+ 279.15% |
$3.52M - $4.39M
|
89.1K
$6.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.6K+ 3.19% |
$3.36M - $4.19M
|
2.02M
$148M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.7K+ 5.29% |
$3.31M - $4.13M
|
1.23M
$89.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
61.3K+ 47.75% |
$3.29M - $4.11M
|
190K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
61.2K+ 278.55% |
$3.28M - $4.1M
|
83.2K
$6.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
61.1K+ 62.34% |
$3.28M - $4.1M
|
159K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.5K+ 5.29% |
$3.25M - $4.06M
|
1.21M
$87.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59.7K+ 49.08% |
$3.2M - $4M
|
181K
$13.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
58.4K+ 293.96% |
$3.13M - $3.91M
|
78.2K
$5.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
57.3K+ 9.75% |
$3.07M - $3.84M
|
645K
$47M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.9K+ 28.99% |
$3.05M - $3.81M
|
253K
$18.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.1K+ 62.51% |
$3.01M - $3.76M
|
146K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
52.8K+ 7.1% |
$2.83M - $3.54M
|
797K
$58.1M
|