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 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
2+ 0.05% |
$112 - $124
|
4.43K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
2+ 0.01% |
$112 - $124
|
19.2K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 6.25% |
$112 - $124
|
34
$2.23K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$56 - $62.2
|
259
$17K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$56 - $62.2
|
562
$36.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$56 - $62.2
|
26.5K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.02% |
$56 - $62.2
|
4.2K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2- 0.02% |
$112 - $124
|
10.1K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$224 - $249
|
3.51K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.73% |
$672 - $746
|
1.62K
$107K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 0.11% |
$953 - $1.06K
|
14.9K
$977K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-18- 0.1% |
$1.01K - $1.12K
|
17.5K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-20- 0.38% |
$1.12K - $1.24K
|
5.24K
$344K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 2.39% |
$1.12K - $1.24K
|
818
$53.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 3.24% |
$1.51K - $1.68K
|
807
$53K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 0.8% |
$1.74K - $1.93K
|
3.85K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 0.54% |
$2.24K - $2.49K
|
7.3K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-42- 0.09% |
$2.35K - $2.61K
|
44.9K
$2.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-45- 0.32% |
$2.52K - $2.8K
|
13.9K
$913K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.02% |
$2.52K - $2.8K
|
182K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-50- 0.57% |
$2.8K - $3.11K
|
8.68K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-53- 0.12% |
$2.97K - $3.3K
|
44K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 0.09% |
$3.36K - $3.73K
|
65.2K
$4.29M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.94% |
$3.36K - $3.73K
|
6.35K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-67- 0.06% |
$3.75K - $4.17K
|
112K
$7.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76- 0.81% |
$4.26K - $4.73K
|
9.27K
$609K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-79- 6.7% |
$4.43K - $4.91K
|
1.1K
$72.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-80- 0.29% |
$4.48K - $4.98K
|
28K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-90- 0.36% |
$5.04K - $5.6K
|
24.8K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-95- 0.1% |
$5.32K - $5.91K
|
92.9K
$6.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-99- 0.89% |
$5.55K - $6.16K
|
11K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-122- 0.92% |
$6.84K - $7.59K
|
13.1K
$861K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.41M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-126- 1.35% |
$7.06K - $7.84K
|
9.21K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-131- 2.52% |
$7.34K - $8.15K
|
5.07K
$333K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-135- 1.28% |
$7.57K - $8.4K
|
10.4K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-136- 2.59% |
$7.62K - $8.46K
|
5.11K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-144- 1.44% |
$8.07K - $8.96K
|
9.85K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-150- 0.95% |
$8.41K - $9.33K
|
15.7K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-150- 2.19% |
$8.41K - $9.33K
|
6.71K
$440K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-153- 3.99% |
$8.57K - $9.52K
|
3.68K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-154- 1.06% |
$8.63K - $9.58K
|
14.4K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-166- 4.97% |
$9.3K - $10.3K
|
3.17K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-168- 1.17% |
$9.41K - $10.4K
|
14.2K
$934K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-181- 3.27% |
$10.1K - $11.3K
|
5.35K
$351K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-186- 0.77% |
$10.4K - $11.6K
|
23.9K
$1.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-192- 0.41% |
$10.8K - $11.9K
|
47.1K
$3.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-193- 0.38% |
$10.8K - $12K
|
51K
$3.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-197- 0.83% |
$11K - $12.3K
|
23.5K
$1.54M
|