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 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$59.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.6K+ 188.42% |
$2.61M - $3.26M
|
74.4K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48K+ 8.67% |
$2.57M - $3.21M
|
602K
$43.9M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.7K+ 18.06% |
$2.45M - $3.06M
|
299K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43.5K+ 318.44% |
$2.34M - $2.92M
|
57.2K
$4.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
43.3K+ 9.49% |
$2.32M - $2.9M
|
500K
$36.4M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
41.5K+ 6.59% |
$2.22M - $2.78M
|
670K
$48.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
40.8K+ 209.37% |
$2.19M - $2.73M
|
60.2K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
37.8K+ 34.78% |
$2.03M - $2.53M
|
147K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
36.7K+ 174942.86% |
$1.97M - $2.46M
|
36.8K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
36.3K+ 17.96% |
$1.95M - $2.44M
|
239K
$17.4M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
35.3KNew |
$1.89M - $2.36M
|
35.3K
$2.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
35.1K+ 7.59% |
$1.89M - $2.36M
|
498K
$36.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
34.9K+ 5.09% |
$1.87M - $2.34M
|
721K
$52.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
34.5K+ 25.44% |
$1.85M - $2.31M
|
170K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34.1K+ 103.51% |
$1.83M - $2.29M
|
67.1K
$4.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32.2K+ 876.47% |
$1.73M - $2.16M
|
35.9K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31.9K+ 6.69% |
$1.71M - $2.14M
|
509K
$37.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31.3K+ 1.26% |
$1.68M - $2.1M
|
2.52M
$184M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$1.62M - $2.02M
|
30.1K
$2.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
29K+ 36.01% |
$1.56M - $1.95M
|
110K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 48.43% |
$1.52M - $1.9M
|
86.9K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.3K+ 6.88% |
$1.52M - $1.89M
|
439K
$32M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
28K+ 61.75% |
$1.5M - $1.88M
|
73.5K
$5.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
27.9K+ 57.42% |
$1.5M - $1.87M
|
76.4K
$5.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.7K+ 2.63% |
$1.49M - $1.86M
|
1.08M
$78.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 1.72% |
$1.48M - $1.85M
|
1.63M
$119M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27.2K+ 2.27% |
$1.46M - $1.82M
|
1.22M
$89.3M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
26.4K+ 3.79% |
$1.42M - $1.77M
|
722K
$52.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 0.77% |
$1.4M - $1.75M
|
3.43M
$250M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25.2K+ 6.52% |
$1.35M - $1.69M
|
412K
$30.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.1K+ 1.02% |
$1.29M - $1.62M
|
2.39M
$174M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
24KNew |
$1.29M - $1.61M
|
24K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.9K+ 1.72% |
$1.28M - $1.6M
|
1.41M
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
23.5K+ 51.43% |
$1.26M - $1.57M
|
69.1K
$5.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
23.5KNew |
$1.26M - $1.57M
|
23.5K
$1.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
23.5KNew |
$1.26M - $1.57M
|
23.5K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
23.2K+ 28.49% |
$1.24M - $1.55M
|
105K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.8K+ 15.13% |
$1.22M - $1.53M
|
174K
$12.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21.9K+ 8.23% |
$1.17M - $1.47M
|
288K
$21M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
21.7K+ 39.83% |
$1.16M - $1.45M
|
76.2K
$5.56M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.9K+ 3.98% |
$1.12M - $1.4M
|
547K
$39.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.1K+ 5.48% |
$1.02M - $1.28M
|
367K
$26.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.6KNew |
$946K - $1.18M
|
17.6K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
17.3KNew |
$929K - $1.16M
|
17.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 0.46% |
$890K - $1.11M
|
3.63M
$264M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.5K+ 21.55% |
$886K - $1.11M
|
93.2K
$6.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 5.54% |
$878K - $1.1M
|
312K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16.3K+ 9821.69% |
$875K - $1.09M
|
16.5K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.2KNew |
$869K - $1.08M
|
16.2K
$1.18M
|