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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.96K+ 1089.71% |
$159K - $199K
|
3.24K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
2.88K+ 3.91% |
$155K - $193K
|
76.5K
$5.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
2.79K+ 0.72% |
$150K - $187K
|
389K
$28.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 1.16% |
$144K - $180K
|
234K
$17.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.66K+ 0.68% |
$143K - $178K
|
392K
$28.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.6K+ 5.75% |
$140K - $175K
|
47.9K
$3.49M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.59K+ 1.86% |
$139K - $173K
|
142K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.55K+ 2.17% |
$137K - $171K
|
120K
$8.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
2.53K+ 3.23% |
$136K - $170K
|
80.9K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.49K+ 5.57% |
$134K - $167K
|
47.3K
$3.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.49K+ 11.34% |
$134K - $167K
|
24.4K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.42K+ 3.12% |
$130K - $162K
|
80.1K
$5.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.41K+ 40.85% |
$129K - $161K
|
8.3K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.39K+ 23.52% |
$128K - $160K
|
12.6K
$916K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.33KNew |
$125K - $156K
|
2.33K
$170K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 209.78% |
$124K - $155K
|
3.42K
$249K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
2.29K+ 3.34% |
$123K - $153K
|
70.8K
$5.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.27K+ 8.72% |
$122K - $152K
|
28.2K
$2.06M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.11K+ 11.57% |
$113K - $141K
|
20.3K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.02K+ 9.24% |
$108K - $135K
|
23.8K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
2.01K+ 0.45% |
$108K - $134K
|
450K
$32.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.83K+ 0.7% |
$98K - $122K
|
262K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.66K+ 1.17% |
$89.1K - $111K
|
144K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.66K+ 9.45% |
$89K - $111K
|
19.2K
$1.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.64K+ 7.47% |
$88.1K - $110K
|
23.6K
$1.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.58K+ 25.15% |
$84.8K - $106K
|
7.87K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.51K+ 2.69% |
$81.1K - $101K
|
57.6K
$4.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.48K+ 17.36% |
$79.2K - $99K
|
9.99K
$728K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.46K+ 0.81% |
$78.2K - $97.6K
|
181K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 31.1% |
$74.3K - $92.8K
|
5.83K
$425K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 31.56% |
$69.6K - $86.9K
|
5.41K
$394K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.28K+ 3.47% |
$68.8K - $86K
|
38.2K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.25K+ 12.17% |
$66.9K - $83.6K
|
11.5K
$838K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 28.89% |
$65.1K - $81.3K
|
5.41K
$395K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 4.32% |
$62K - $77.5K
|
27.9K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.15K+ 2.03% |
$61.8K - $77.2K
|
57.8K
$4.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.15K+ 16.66% |
$61.5K - $76.9K
|
8.03K
$586K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.13K+ 9.88% |
$60.8K - $75.9K
|
12.6K
$919K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.09K+ 1.91% |
$58.6K - $73.2K
|
58.4K
$4.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.05K+ 0.72% |
$56.4K - $70.5K
|
147K
$10.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
965+ 0.14% |
$51.8K - $64.7K
|
675K
$49.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
951+ 8.36% |
$51K - $63.7K
|
12.3K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
871+ 110.96% |
$46.7K - $58.4K
|
1.66K
$121K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
862New |
$46.2K - $57.8K
|
862
$62.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
859+ 14.87% |
$46.1K - $57.6K
|
6.64K
$484K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
816+ 2.23% |
$43.8K - $54.7K
|
37.3K
$2.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
813New |
$43.6K - $54.5K
|
813
$59.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
804+ 7.02% |
$43.1K - $53.9K
|
12.3K
$894K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
761+ 3.09% |
$40.8K - $51K
|
25.4K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
760+ 1.48% |
$40.8K - $50.9K
|
52.2K
$3.81M
|