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 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.37% |
$60.8K - $67.5K
|
23.7K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.22K- 4.7% |
$68.2K - $75.7K
|
24.7K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 1.32% |
$68.9K - $76.5K
|
91.7K
$5.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 14.15% |
$70.3K - $78.1K
|
7.62K
$458K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 2.73% |
$73.9K - $82K
|
47.1K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.33K- 15.0% |
$74.7K - $82.9K
|
7.56K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.41K- 5.78% |
$78.8K - $87.5K
|
22.9K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.48K- 1.39% |
$82.8K - $91.9K
|
104K
$6.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.57K- 9.33% |
$87.8K - $97.4K
|
15.2K
$915K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.67K- 1.62% |
$93.5K - $104K
|
101K
$6.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.71K- 1.52% |
$95.9K - $106K
|
111K
$6.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 21.12% |
$96.1K - $107K
|
6.4K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.75K- 18.53% |
$98.1K - $109K
|
7.7K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 5.78% |
$99.2K - $110K
|
28.9K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.92K- 8.43% |
$108K - $119K
|
20.9K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.05% |
$111K - $123K
|
94.7K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.17K- 12.68% |
$122K - $135K
|
15K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.33K- 2.12% |
$130K - $145K
|
107K
$6.46M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.34K- 0.46% |
$131K - $145K
|
509K
$30.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.9% |
$136K - $151K
|
125K
$7.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.43K- 7.42% |
$136K - $151K
|
30.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 0.51% |
$144K - $160K
|
505K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 0.41% |
$150K - $166K
|
650K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 12.21% |
$152K - $169K
|
19.6K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.76K- 1.71% |
$155K - $172K
|
159K
$9.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.91K- 5.06% |
$163K - $181K
|
54.5K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.29K- 21.89% |
$184K - $204K
|
11.7K
$705K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.52K- 1.34% |
$197K - $219K
|
260K
$15.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.56K- 2.01% |
$199K - $221K
|
173K
$10.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4K- 3.67% |
$224K - $249K
|
105K
$6.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.13K- 0.87% |
$231K - $257K
|
472K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.51K- 50.0% |
$253K - $280K
|
4.51K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.67K- 42.81% |
$262K - $290K
|
6.24K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-4.81K- 59.62% |
$269K - $299K
|
3.26K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.98K- 9.55% |
$279K - $310K
|
47.2K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 1.6% |
$280K - $311K
|
307K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.21K- 0.67% |
$292K - $324K
|
777K
$46.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.58K- 0.64% |
$369K - $409K
|
1.03M
$61.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.69K- 2.7% |
$375K - $416K
|
240K
$14.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-7.33K- 1.48% |
$411K - $456K
|
488K
$29.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.04K- 1.21% |
$450K - $500K
|
657K
$39.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8.69K- 8.4% |
$487K - $541K
|
94.8K
$5.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.76K- 1.73% |
$491K - $545K
|
499K
$30M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-9.29K- 5.63% |
$521K - $578K
|
156K
$9.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.35K- 17.11% |
$524K - $582K
|
45.3K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.91K- 62.2% |
$555K - $616K
|
6.02K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11K- 1.7% |
$619K - $687K
|
640K
$38.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.6K- 4.73% |
$652K - $724K
|
235K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13.1K- 11.69% |
$734K - $815K
|
99K
$5.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.5K- 1.14% |
$755K - $838K
|
1.17M
$70.2M
|