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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
70+ 0.18% |
$3.76K - $4.69K
|
39.1K
$2.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
66+ 0.11% |
$3.54K - $4.42K
|
59.3K
$4.32M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 0.27% |
$3.54K - $4.42K
|
24.3K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
64+ 14.38% |
$3.43K - $4.29K
|
509
$37.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
62+ 0.13% |
$3.33K - $4.16K
|
46.3K
$3.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
60+ 0.8% |
$3.22K - $4.02K
|
7.54K
$550K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 0.24% |
$3.06K - $3.82K
|
24.1K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
55+ 0.22% |
$2.95K - $3.69K
|
25.1K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.08% |
$2.9K - $3.62K
|
66.2K
$4.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
48+ 0.27% |
$2.58K - $3.22K
|
17.7K
$1.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
39+ 0.16% |
$2.09K - $2.61K
|
24K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 0.2% |
$2.09K - $2.61K
|
20K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36+ 0.27% |
$1.93K - $2.41K
|
13.3K
$973K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.28% |
$1.88K - $2.35K
|
12.7K
$929K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.35K
|
13.1K
$952K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 0.27% |
$1.77K - $2.21K
|
12.3K
$895K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
30+ 0.27% |
$1.61K - $2.01K
|
11K
$806K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27+ 0.27% |
$1.45K - $1.81K
|
9.9K
$722K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 0.87% |
$1.34K - $1.68K
|
2.91K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
25+ 0.26% |
$1.34K - $1.68K
|
9.51K
$693K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.17% |
$1.23K - $1.54K
|
13.6K
$989K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 0.08% |
$1.18K - $1.47K
|
27.9K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
22+ 0.08% |
$1.18K - $1.47K
|
27.5K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
20+ 0.16% |
$1.07K - $1.34K
|
12.9K
$938K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 0.09% |
$1.07K - $1.34K
|
23.1K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.23% |
$1.07K - $1.34K
|
8.69K
$634K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
18+ 0.28% |
$966 - $1.21K
|
6.54K
$477K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
17+ 0.27% |
$912 - $1.14K
|
6.28K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
17+ 0.14% |
$912 - $1.14K
|
12.4K
$905K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.31% |
$912 - $1.14K
|
5.43K
$396K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$912 - $1.14K
|
15.7K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
16+ 0.26% |
$858 - $1.07K
|
6.07K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16+ 0.28% |
$858 - $1.07K
|
5.82K
$425K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15+ 0.12% |
$805 - $1.01K
|
12.4K
$906K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.28% |
$751 - $938
|
5.01K
$365K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
13+ 0.27% |
$697 - $871
|
4.86K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
13+ 0.84% |
$697 - $871
|
1.57K
$114K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$644 - $804
|
4.79K
$349K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12+ 0.27% |
$644 - $804
|
4.53K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
12+ 0.28% |
$644 - $804
|
4.31K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
12+ 0.28% |
$644 - $804
|
4.34K
$316K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.28% |
$590 - $737
|
3.88K
$283K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
11+ 0.26% |
$590 - $737
|
4.19K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11+ 0.04% |
$590 - $737
|
29.8K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
10+ 0.26% |
$537 - $670
|
3.79K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$537 - $670
|
3.76K
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
10+ 0.26% |
$537 - $670
|
3.79K
$277K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$483 - $603
|
3.4K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$429 - $536
|
5.16K
$376K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
5+ 0.27% |
$268 - $335
|
1.84K
$134K
|