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 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
760+ 2.05% |
$40.8K - $50.9K
|
37.9K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
753+ 16.84% |
$40.4K - $50.5K
|
5.23K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
745+ 2.75% |
$40K - $49.9K
|
27.9K
$2.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
709+ 20.43% |
$38K - $47.5K
|
4.18K
$305K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
685+ 0.72% |
$36.8K - $45.9K
|
96.1K
$7.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
627+ 14.61% |
$33.6K - $42K
|
4.92K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
620+ 0.79% |
$33.3K - $41.6K
|
79.2K
$5.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
596+ 2.76% |
$32K - $39.9K
|
22.2K
$1.62M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
576+ 1.68% |
$30.9K - $38.6K
|
35K
$2.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
575+ 5.68% |
$30.8K - $38.5K
|
10.7K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
573+ 0.07% |
$30.7K - $38.4K
|
767K
$55.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
548+ 6.64% |
$29.4K - $36.7K
|
8.8K
$642K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
525+ 9.92% |
$28.2K - $35.2K
|
5.82K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
487+ 0.2% |
$26.1K - $32.6K
|
249K
$18.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
481+ 11.06% |
$25.8K - $32.2K
|
4.83K
$352K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
451+ 5.25% |
$24.2K - $30.2K
|
9.04K
$659K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
441+ 1.98% |
$23.7K - $29.6K
|
22.7K
$1.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
430+ 7.46% |
$23.1K - $28.8K
|
6.19K
$452K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
412+ 0.22% |
$22.1K - $27.6K
|
188K
$13.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
407+ 7.56% |
$21.8K - $27.3K
|
5.79K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
391+ 0.96% |
$21K - $26.2K
|
41.2K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
390+ 0.39% |
$20.9K - $26.1K
|
99.8K
$7.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
388+ 10.67% |
$20.8K - $26K
|
4.02K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
385+ 3.34% |
$20.7K - $25.8K
|
11.9K
$869K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
383+ 4.85% |
$20.5K - $25.7K
|
8.28K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
375+ 1.13% |
$20.1K - $25.1K
|
33.5K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
373+ 21.88% |
$20K - $25K
|
2.08K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
354+ 0.64% |
$19K - $23.7K
|
55.3K
$4.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350+ 5.59% |
$18.8K - $23.5K
|
6.61K
$482K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
338+ 0.39% |
$18.1K - $22.7K
|
87.4K
$6.37M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
301+ 0.27% |
$16.1K - $20.2K
|
113K
$8.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
299+ 0.11% |
$16K - $20K
|
284K
$20.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
287+ 43.03% |
$15.4K - $19.2K
|
954
$69.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
276+ 1.18% |
$14.8K - $18.5K
|
23.7K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
265+ 0.09% |
$14.2K - $17.8K
|
296K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
227+ 0.56% |
$12.2K - $15.2K
|
40.9K
$2.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
200+ 0.57% |
$10.7K - $13.4K
|
35.5K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
168+ 3.79% |
$9.01K - $11.3K
|
4.6K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
152+ 1.2% |
$8.15K - $10.2K
|
12.8K
$933K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
150+ 3.33% |
$8.05K - $10.1K
|
4.66K
$340K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147New |
$7.89K - $9.85K
|
147
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
144+ 0.31% |
$7.73K - $9.65K
|
47.4K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
138+ 0.97% |
$7.4K - $9.25K
|
14.3K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
126+ 1.06% |
$6.76K - $8.44K
|
12K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
105+ 1.03% |
$5.63K - $7.04K
|
10.3K
$752K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
100+ 2.75% |
$5.37K - $6.7K
|
3.74K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100+ 3.4% |
$5.37K - $6.7K
|
3.04K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
86+ 0.56% |
$4.61K - $5.76K
|
15.4K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
82+ 0.05% |
$4.4K - $5.5K
|
170K
$12.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
79+ 0.1% |
$4.24K - $5.29K
|
82.1K
$5.99M
|