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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-292- 0.47% |
$15.7K - $19.6K
|
61.9K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-294- 0.49% |
$15.8K - $19.7K
|
59.6K
$4.34M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-314- 0.29% |
$16.8K - $21K
|
108K
$7.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-343- 2.58% |
$18.4K - $23K
|
12.9K
$943K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-348- 5.17% |
$18.7K - $23.3K
|
6.38K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-408- 8.04% |
$21.9K - $27.3K
|
4.67K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-445- 2.74% |
$23.9K - $29.8K
|
15.8K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-451- 12.12% |
$24.2K - $30.2K
|
3.27K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-475- 1.1% |
$25.5K - $31.8K
|
42.6K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-480- 2.28% |
$25.8K - $32.2K
|
20.6K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-541- 1.31% |
$29K - $36.3K
|
40.8K
$2.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-547- 1.09% |
$29.3K - $36.7K
|
49.5K
$3.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-554- 2.99% |
$29.7K - $37.1K
|
18K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-600- 14.29% |
$32.2K - $40.2K
|
3.6K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-600- 3.25% |
$32.2K - $40.2K
|
17.9K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-628- 16.2% |
$33.7K - $42.1K
|
3.25K
$237K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-645- 1.47% |
$34.6K - $43.2K
|
43.4K
$3.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-686- 1.26% |
$36.8K - $46K
|
53.6K
$3.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-728- 2.26% |
$39.1K - $48.8K
|
31.6K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-750- 0.68% |
$40.2K - $50.3K
|
109K
$7.97M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-756- 0.94% |
$40.6K - $50.7K
|
79.7K
$5.81M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-767- 10.17% |
$41.1K - $51.4K
|
6.78K
$494K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-773- 0.84% |
$41.5K - $51.8K
|
91.7K
$6.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-791- 20.63% |
$42.4K - $53K
|
3.04K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-804- 8.23% |
$43.1K - $53.9K
|
8.96K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-847- 17.86% |
$45.4K - $56.8K
|
3.9K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-874- 21.96% |
$46.9K - $58.6K
|
3.11K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
SELL
|
- |
-959- 0.62% |
$51.5K - $64.3K
|
153K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-965- 8.74% |
$51.8K - $64.7K
|
10.1K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-982- 13.54% |
$52.7K - $65.8K
|
6.27K
$457K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.01K- 18.01% |
$54.2K - $67.8K
|
4.6K
$336K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 21.02% |
$55.8K - $69.8K
|
3.91K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.06K- 23.28% |
$56.7K - $70.8K
|
3.48K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.06K- 9.15% |
$56.9K - $71.1K
|
10.5K
$768K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.08K- 3.97% |
$57.9K - $72.3K
|
26.1K
$1.9M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.1K- 50.02% |
$59.2K - $74K
|
1.1K
$80.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.12K- 4.17% |
$60K - $74.9K
|
25.7K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.13K- 1.41% |
$60.4K - $75.4K
|
78.7K
$5.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 3.84% |
$62.2K - $77.7K
|
29K
$2.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.18K- 13.32% |
$63.5K - $79.4K
|
7.7K
$562K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 11.91% |
$64.2K - $80.2K
|
8.84K
$645K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.21K- 2.63% |
$65K - $81.2K
|
44.9K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.92% |
$67.5K - $84.4K
|
136K
$9.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.26K- 2.28% |
$67.7K - $84.6K
|
54.1K
$3.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.29K- 26.85% |
$69.2K - $86.5K
|
3.51K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.37K- 2.72% |
$73.3K - $91.6K
|
48.8K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.42K- 17.15% |
$76.3K - $95.3K
|
6.87K
$501K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.45K- 9.31% |
$77.8K - $97.2K
|
14.1K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.46K- 9.73% |
$78.4K - $97.9K
|
13.6K
$989K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.49K- 0.95% |
$80.2K - $100K
|
156K
$11.3M
|