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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.33KNew |
$340K - $424K
|
6.33K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.07K+ 61.47% |
$326K - $407K
|
15.9K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.95K+ 12.53% |
$319K - $399K
|
53.5K
$3.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
5.89K+ 20.7% |
$316K - $395K
|
34.3K
$2.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.89K+ 46.74% |
$316K - $395K
|
18.5K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.88KNew |
$316K - $394K
|
5.88K
$429K
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5.84K+ 15.13% |
$313K - $391K
|
44.4K
$3.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.79KNew |
$311K - $388K
|
5.79K
$422K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
5.66K+ 186.49% |
$304K - $379K
|
8.7K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.54K+ 0.97% |
$297K - $371K
|
575K
$41.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.42KNew |
$291K - $363K
|
5.42K
$395K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.33KNew |
$286K - $357K
|
5.33K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.3KNew |
$284K - $355K
|
5.3K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3K+ 100.0% |
$284K - $355K
|
10.6K
$772K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
5.22K+ 116.41% |
$280K - $350K
|
9.71K
$708K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.11K+ 65.34% |
$274K - $342K
|
12.9K
$943K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
5.07KNew |
$272K - $340K
|
5.07K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
4.9K+ 1.92% |
$263K - $328K
|
260K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.83K+ 20.36% |
$259K - $324K
|
28.5K
$2.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.65K+ 4.17% |
$250K - $312K
|
116K
$8.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.52K+ 1.29% |
$243K - $303K
|
354K
$25.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.41K+ 14.45% |
$237K - $296K
|
34.9K
$2.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.13K+ 2.66% |
$222K - $277K
|
159K
$11.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.13K+ 6.32% |
$222K - $277K
|
69.4K
$5.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.12KNew |
$221K - $276K
|
4.12K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 42.18% |
$217K - $271K
|
13.6K
$993K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.91K+ 1.93% |
$210K - $262K
|
206K
$15M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.76K+ 1.35% |
$202K - $252K
|
283K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.74K+ 14.02% |
$201K - $251K
|
30.4K
$2.22M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.66KNew |
$196K - $245K
|
3.66K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.65KNew |
$196K - $245K
|
3.65K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.54KNew |
$190K - $237K
|
3.54K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.33KNew |
$179K - $223K
|
3.33K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$175K - $219K
|
3.27K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.26KNew |
$175K - $218K
|
3.26K
$238K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.22KNew |
$173K - $216K
|
3.22K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
3.18KNew |
$171K - $213K
|
3.18K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.17KNew |
$170K - $212K
|
3.17K
$231K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.16KNew |
$170K - $212K
|
3.16K
$231K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.16K+ 51.81% |
$170K - $212K
|
9.26K
$675K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.13KNew |
$168K - $210K
|
3.13K
$228K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.12K+ 12.23% |
$167K - $209K
|
28.6K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.12KNew |
$167K - $209K
|
3.12K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.1KNew |
$166K - $208K
|
3.1K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.09KNew |
$166K - $207K
|
3.09K
$225K
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.08KNew |
$165K - $206K
|
3.08K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
3.06KNew |
$164K - $205K
|
3.06K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.05K+ 18.38% |
$164K - $205K
|
19.7K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.05K+ 2.81% |
$163K - $204K
|
111K
$8.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.04KNew |
$163K - $204K
|
3.04K
$221K
|