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 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-192- 0.41% |
$10.8K - $11.9K
|
47.1K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-193- 0.38% |
$10.8K - $12K
|
51K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-197- 0.83% |
$11K - $12.3K
|
23.5K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 3.47% |
$11.2K - $12.4K
|
5.57K
$335K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-208- 3.59% |
$11.7K - $12.9K
|
5.59K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-210- 0.27% |
$11.8K - $13.1K
|
78.9K
$4.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-215- 10.57% |
$12K - $13.4K
|
1.82K
$109K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-220- 1.91% |
$12.3K - $13.7K
|
11.3K
$680K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-225- 0.49% |
$12.6K - $14K
|
45.5K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-236- 1.56% |
$13.2K - $14.7K
|
14.9K
$895K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-236- 0.31% |
$13.2K - $14.7K
|
74.7K
$4.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-248- 0.95% |
$13.9K - $15.4K
|
26K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-256- 3.57% |
$14.3K - $15.9K
|
6.91K
$415K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-265- 0.91% |
$14.9K - $16.5K
|
28.7K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-274- 0.27% |
$15.4K - $17K
|
101K
$6.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-282- 0.97% |
$15.8K - $17.5K
|
28.7K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-300- 0.2% |
$16.8K - $18.7K
|
147K
$8.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-305- 0.46% |
$17.1K - $19K
|
65.4K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-319- 4.44% |
$17.9K - $19.8K
|
6.86K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-330- 1.2% |
$18.5K - $20.5K
|
27.3K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-334- 5.35% |
$18.7K - $20.8K
|
5.9K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-373- 5.55% |
$20.9K - $23.2K
|
6.35K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-385- 0.19% |
$21.6K - $23.9K
|
197K
$11.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-404- 8.53% |
$22.6K - $25.1K
|
4.33K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-407- 0.7% |
$22.8K - $25.3K
|
58K
$3.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-448- 0.35% |
$25.1K - $27.9K
|
127K
$7.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-472- 3.75% |
$26.5K - $29.4K
|
12.1K
$728K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-486- 4.56% |
$27.2K - $30.2K
|
10.2K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-490- 2.12% |
$27.5K - $30.5K
|
22.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-494- 0.55% |
$27.7K - $30.7K
|
88.7K
$5.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-500- 1.49% |
$28K - $31.1K
|
33K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-501- 2.2% |
$28.1K - $31.2K
|
22.3K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-510- 0.31% |
$28.6K - $31.7K
|
165K
$9.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-516- 2.85% |
$28.9K - $32.1K
|
17.6K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-527- 3.33% |
$29.5K - $32.8K
|
15.3K
$921K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-666- 0.51% |
$37.3K - $41.4K
|
131K
$7.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-730- 14.23% |
$40.9K - $45.4K
|
4.4K
$265K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 2.71% |
$42.1K - $46.7K
|
26.9K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-760- 2.7% |
$42.6K - $47.3K
|
27.4K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-814- 11.56% |
$45.6K - $50.6K
|
6.23K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-820- 0.41% |
$46K - $51K
|
199K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-836- 8.05% |
$46.8K - $52K
|
9.55K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-860- 1.58% |
$48.2K - $53.5K
|
53.4K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-865- 3.04% |
$48.5K - $53.8K
|
27.6K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-874- 2.96% |
$49K - $54.4K
|
28.6K
$1.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-915- 3.15% |
$51.3K - $56.9K
|
28.1K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-916- 5.14% |
$51.3K - $57K
|
16.9K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-950- 0.86% |
$53.2K - $59.1K
|
109K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 0.63% |
$56.3K - $62.4K
|
159K
$9.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 18.81% |
$58.2K - $64.6K
|
4.48K
$269K
|