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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.74% |
$4.03K - $4.48K
|
9.76K
$636K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71+ 1.15% |
$3.98K - $4.42K
|
6.26K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
63+ 0.13% |
$3.53K - $3.92K
|
50.2K
$3.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.25% |
$3.47K - $3.86K
|
24.9K
$1.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 0.21% |
$3.03K - $3.36K
|
25.9K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$2.97K - $3.3K
|
53
$3.45K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$2.86K - $3.17K
|
25.1K
$1.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$2.47K - $2.74K
|
18.1K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 0.69% |
$2.47K - $2.74K
|
6.4K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
$2.41K - $2.67K
|
24.3K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38+ 0.25% |
$2.13K - $2.36K
|
15K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36+ 12.68% |
$2.02K - $2.24K
|
320
$20.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.25% |
$1.79K - $1.99K
|
12.9K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31+ 0.26% |
$1.74K - $1.93K
|
12.2K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.32% |
$1.57K - $1.74K
|
8.84K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.09% |
$1.57K - $1.74K
|
31.2K
$2.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27+ 0.21% |
$1.51K - $1.68K
|
12.6K
$824K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
26+ 0.01% |
$1.46K - $1.62K
|
226K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.04% |
$1.46K - $1.62K
|
58.1K
$3.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
25+ 0.25% |
$1.4K - $1.56K
|
10.2K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.26% |
$1.34K - $1.49K
|
9.43K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$1.23K - $1.37K
|
8.53K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.07% |
$1.12K - $1.24K
|
27.4K
$1.79M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20New |
$1.12K - $1.24K
|
20
$1.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$1.01K - $1.12K
|
23.1K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.01K - $1.12K
|
8.63K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$953 - $1.06K
|
15.7K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.26% |
$897 - $995
|
6.23K
$406K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 0.25% |
$897 - $995
|
6.49K
$423K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.26% |
$841 - $933
|
5.77K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.17% |
$785 - $871
|
8.31K
$541K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.83K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.24% |
$672 - $746
|
4.97K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.75K
$310K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.3K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.28K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$560 - $622
|
3.73K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$504 - $560
|
3.37K
$220K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$392 - $435
|
2.6K
$169K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$336 - $373
|
3.51K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$280 - $311
|
1.76K
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5+ 0.0% |
$280 - $311
|
155K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$280 - $311
|
5.4K
$352K
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$224 - $249
|
1.82K
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$224 - $249
|
1.3K
$84.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.0% |
$168 - $187
|
1.77M
$115M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.37% |
$112 - $124
|
538
$35.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 6.25% |
$112 - $124
|
34
$2.22K
|