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 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.09% |
$215 - $268
|
4.35K
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4+ 0.01% |
$215 - $268
|
31.2K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$215 - $268
|
1.31K
$95.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.28% |
$161 - $201
|
1.07K
$78.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$107 - $134
|
824
$60.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.25% |
$107 - $134
|
803
$58.6K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $134
|
3.35K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.01% |
$53.7 - $67
|
13.8K
$1.01M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$53.7 - $67
|
1.73M
$126M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$53.7 - $67
|
567
$41.3K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
1+ 0.01% |
$53.7 - $67
|
6.91K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.32% |
$53.7 - $67
|
317
$23.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.45% |
$53.7 - $67
|
223
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1- 0.05% |
$53.7 - $67
|
1.88K
$137K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.02% |
$53.7 - $67
|
4.85K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-3- 0.01% |
$161 - $201
|
54.5K
$3.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-16- 1.98% |
$858 - $1.07K
|
794
$57.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-22- 0.07% |
$1.18K - $1.47K
|
31.5K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-32- 0.91% |
$1.72K - $2.14K
|
3.48K
$254K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.9% |
$2.41K - $3.02K
|
4.97K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-50- 0.34% |
$2.68K - $3.35K
|
14.6K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-51- 0.52% |
$2.74K - $3.42K
|
9.68K
$706K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-60- 0.05% |
$3.22K - $4.02K
|
112K
$8.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-69- 0.46% |
$3.7K - $4.62K
|
15K
$1.09M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-70- 0.1% |
$3.76K - $4.69K
|
68.8K
$5.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-84- 0.69% |
$4.51K - $5.63K
|
12.1K
$886K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-89- 0.3% |
$4.77K - $5.96K
|
30.1K
$2.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-90- 0.08% |
$4.83K - $6.03K
|
110K
$8.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-93- 0.16% |
$4.99K - $6.23K
|
56.3K
$4.1M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-93- 0.49% |
$4.99K - $6.23K
|
18.9K
$1.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-95- 0.34% |
$5.1K - $6.37K
|
27.9K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-108- 0.47% |
$5.79K - $7.24K
|
23.1K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
SELL
|
- |
-115- 1.12% |
$6.17K - $7.71K
|
10.2K
$742K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-121- 0.55% |
$6.49K - $8.11K
|
21.9K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-121- 0.49% |
$6.49K - $8.11K
|
24.5K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-125- 3.13% |
$6.71K - $8.38K
|
3.87K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-138- 2.54% |
$7.4K - $9.25K
|
5.29K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 1.15% |
$7.67K - $9.58K
|
12.3K
$900K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-145- 50.0% |
$7.78K - $9.72K
|
145
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-176- 2.63% |
$9.44K - $11.8K
|
6.51K
$475K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-190- 0.67% |
$10.2K - $12.7K
|
28.3K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-229- 0.39% |
$12.3K - $15.3K
|
59K
$4.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 0.39% |
$12.7K - $15.9K
|
60.7K
$4.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-240- 0.19% |
$12.9K - $16.1K
|
124K
$9.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-242- 0.04% |
$13K - $16.2K
|
568K
$41.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-246- 32.8% |
$13.2K - $16.5K
|
504
$36.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-250- 1.17% |
$13.4K - $16.8K
|
21.1K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-251- 0.43% |
$13.5K - $16.8K
|
58.3K
$4.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.47% |
$14.1K - $17.6K
|
17.5K
$1.28M
|