Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.26K+ 0.87% |
$239K - $265K
|
495K
$32.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.1K+ 59.34% |
$230K - $255K
|
11K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4KNew |
$224K - $248K
|
4K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.98K+ 7.36% |
$223K - $248K
|
58.1K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.84K+ 1.06% |
$215K - $239K
|
367K
$24.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.66K+ 2.19% |
$205K - $227K
|
170K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.63K+ 5.17% |
$204K - $226K
|
73.9K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.56K+ 2.68% |
$200K - $221K
|
136K
$8.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.56KNew |
$199K - $221K
|
3.56K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.51K+ 9.58% |
$196K - $218K
|
40.1K
$2.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$196K - $218K
|
3.5K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.38KNew |
$190K - $210K
|
3.38K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 85.37% |
$189K - $210K
|
7.33K
$481K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$189K - $210K
|
3.37K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.37K+ 51.83% |
$189K - $210K
|
9.87K
$648K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
3.36KNew |
$188K - $209K
|
3.36K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
3.33K+ 11.94% |
$186K - $207K
|
31.2K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.33K+ 4.88% |
$186K - $207K
|
71.4K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.26KNew |
$183K - $203K
|
3.26K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 11.69% |
$177K - $197K
|
30.2K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.15K+ 9.5% |
$176K - $196K
|
36.2K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.13K+ 55.43% |
$175K - $195K
|
8.77K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.12K+ 1.76% |
$175K - $194K
|
180K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 19.77% |
$170K - $189K
|
18.4K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 60.85% |
$168K - $186K
|
7.93K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.95K+ 19.16% |
$165K - $184K
|
18.4K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 55.42% |
$160K - $178K
|
8.01K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.81K+ 1.19% |
$157K - $175K
|
239K
$15.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.69K+ 0.99% |
$151K - $168K
|
274K
$18M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.37K+ 4.17% |
$133K - $147K
|
59.1K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.33K+ 1.81% |
$130K - $145K
|
131K
$8.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 7.43% |
$128K - $142K
|
33.1K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.27K+ 13.55% |
$127K - $141K
|
19K
$1.25M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.21KNew |
$124K - $137K
|
2.21K
$145K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 3.72% |
$122K - $135K
|
60.5K
$3.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.09K+ 14.33% |
$117K - $130K
|
16.7K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 0.61% |
$116K - $129K
|
340K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.06K+ 9.57% |
$115K - $128K
|
23.6K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.01K+ 9.89% |
$113K - $125K
|
22.4K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.01K+ 16.45% |
$112K - $125K
|
14.2K
$933K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 9.76% |
$110K - $122K
|
22K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.95K+ 0.46% |
$109K - $121K
|
429K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 2.91% |
$104K - $116K
|
65.9K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.83KNew |
$103K - $114K
|
1.83K
$120K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.77K+ 0.56% |
$99.1K - $110K
|
317K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
1.64KNew |
$91.9K - $102K
|
1.64K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 8.03% |
$90.2K - $100K
|
21.7K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.61KNew |
$90K - $99.9K
|
1.61K
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.53K+ 2.39% |
$86K - $95.4K
|
65.7K
$4.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 7.22% |
$81.5K - $90.5K
|
21.6K
$1.42M
|