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 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
16K+ 448.64% |
$860K - $1.07M
|
19.6K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
16K+ 81.97% |
$860K - $1.07M
|
35.6K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
15.7KNew |
$845K - $1.05M
|
15.7K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
15.6KNew |
$839K - $1.05M
|
15.6K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.3K+ 11.93% |
$819K - $1.02M
|
143K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
15.1K+ 21.28% |
$808K - $1.01M
|
85.8K
$6.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 32.49% |
$761K - $950K
|
57.8K
$4.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$750K - $937K
|
14K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 20.87% |
$738K - $922K
|
79.7K
$5.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8K+ 5.06% |
$738K - $922K
|
286K
$20.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 7.08% |
$722K - $902K
|
204K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
13.1K+ 100.54% |
$701K - $876K
|
26.1K
$1.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.7K+ 7.5% |
$681K - $851K
|
182K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3KNew |
$659K - $823K
|
12.3K
$896K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12K+ 63.45% |
$643K - $803K
|
30.9K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12K+ 6.52% |
$642K - $802K
|
195K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.8K+ 12.18% |
$634K - $792K
|
109K
$7.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
11.8K+ 7.21% |
$632K - $789K
|
175K
$12.8M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
11.7K+ 14.0% |
$625K - $781K
|
94.9K
$6.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
11.5K+ 221.13% |
$615K - $769K
|
16.7K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.4K+ 41.47% |
$613K - $766K
|
39K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.6K+ 2.19% |
$515K - $644K
|
447K
$32.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.47KNew |
$508K - $635K
|
9.47K
$691K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.41K+ 6.22% |
$505K - $631K
|
161K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9.27K+ 12.78% |
$497K - $621K
|
81.8K
$5.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.13K+ 912700.0% |
$490K - $612K
|
9.13K
$666K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.76K+ 4.23% |
$470K - $587K
|
216K
$15.8M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
8.6KNew |
$461K - $576K
|
8.6K
$627K
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.47K+ 4.24% |
$455K - $568K
|
208K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.45K+ 47.22% |
$453K - $566K
|
26.3K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.26KNew |
$443K - $554K
|
8.26K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
8.14K+ 5.93% |
$436K - $545K
|
145K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
8.13K+ 4.21% |
$436K - $545K
|
201K
$14.7M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
7.76K+ 8.62% |
$417K - $520K
|
97.9K
$7.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.71K+ 2.86% |
$414K - $517K
|
277K
$20.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.62KNew |
$409K - $511K
|
7.62K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.41KNew |
$398K - $497K
|
7.41K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.3K+ 28.03% |
$392K - $489K
|
33.4K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7.2K+ 1.41% |
$386K - $483K
|
519K
$37.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
7.12K+ 2.68% |
$382K - $477K
|
273K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.05K+ 12.65% |
$378K - $472K
|
62.7K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.99KNew |
$375K - $468K
|
6.99K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.79KNew |
$364K - $455K
|
6.79K
$495K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.79K+ 13.48% |
$364K - $455K
|
57.1K
$4.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.67K+ 6.56% |
$358K - $447K
|
108K
$7.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
6.61K+ 4.64% |
$354K - $443K
|
149K
$10.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
6.6K+ 5.24% |
$354K - $442K
|
133K
$9.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.5KNew |
$349K - $436K
|
6.5K
$474K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
6.43K+ 1.51% |
$345K - $431K
|
432K
$31.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.35K+ 6.31% |
$341K - $425K
|
107K
$7.8M
|