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 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 1.23% |
$984K - $1.09M
|
1.4M
$91.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20.1K- 17.24% |
$1.12M - $1.25M
|
96.3K
$6.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 13.58% |
$1.29M - $1.43M
|
146K
$9.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-24.3K- 3.93% |
$1.36M - $1.51M
|
593K
$38.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-24.5K- 3.86% |
$1.37M - $1.53M
|
611K
$39.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25K- 2.0% |
$1.4M - $1.55M
|
1.23M
$79.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.7K- 0.64% |
$1.5M - $1.66M
|
4.12M
$268M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.6K- 2.52% |
$1.61M - $1.78M
|
1.11M
$72.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 4.98% |
$1.93M - $2.15M
|
659K
$42.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-40K- 3.59% |
$2.24M - $2.49M
|
1.08M
$70.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.7K- 1.15% |
$2.39M - $2.65M
|
3.67M
$239M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-45.1K- 79.28% |
$2.53M - $2.81M
|
11.8K
$769K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50K- 3.14% |
$2.8M - $3.11M
|
1.54M
$101M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60.5K- 1.02% |
$3.39M - $3.77M
|
5.86M
$382M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-79.8K- 1.58% |
$4.47M - $4.97M
|
4.96M
$323M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 8.9% |
$5.89M - $6.54M
|
1.08M
$70.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-112K- 8.34% |
$6.27M - $6.96M
|
1.23M
$80.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 3.36% |
$6.82M - $7.57M
|
3.5M
$228M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-205K- 64.55% |
$11.5M - $12.7M
|
112K
$7.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-927K- 95.59% |
$51.9M - $57.7M
|
42.8K
$2.79M
|