Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
517K+ 3374.27% |
$31.8M - $34.3M
|
532K
$35M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
463K+ 229.8% |
$28.5M - $30.8M
|
665K
$43.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
391K+ 54.99% |
$24.1M - $26M
|
1.1M
$72.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
275K+ 13.15% |
$16.9M - $18.3M
|
2.37M
$156M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
271K+ 12.1% |
$16.7M - $18M
|
2.51M
$165M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
137K+ 1086.39% |
$8.41M - $9.09M
|
149K
$9.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
131KNew |
$8.03M - $8.68M
|
131K
$8.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$14.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
100KNew |
$6.16M - $6.65M
|
100K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$215M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 52.94% |
$2.5M - $2.71M
|
118K
$7.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18.2K+ 15.81% |
$1.12M - $1.21M
|
134K
$8.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.8KNew |
$789K - $853K
|
12.8K
$844K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.88K+ 1.03% |
$608K - $657K
|
972K
$64M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.5K+ 68.86% |
$585K - $632K
|
23.3K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.01K+ 2.13% |
$554K - $599K
|
431K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.27K+ 3.39% |
$509K - $550K
|
252K
$16.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.95KNew |
$428K - $462K
|
6.95K
$458K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.78KNew |
$355K - $384K
|
5.78K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.19KNew |
$319K - $345K
|
5.19K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.07KNew |
$312K - $337K
|
5.07K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.15KNew |
$255K - $276K
|
4.15K
$273K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$216K - $234K
|
3.51K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.39K+ 5.84% |
$208K - $225K
|
61.4K
$4.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 0.39% |
$157K - $170K
|
653K
$43M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.36K+ 5.65% |
$145K - $157K
|
44.1K
$2.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.33% |
$104K - $112K
|
128K
$8.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.51K+ 0.23% |
$93K - $100K
|
658K
$43.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
982+ 6.32% |
$60.4K - $65.3K
|
16.5K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 14.48% |
$53.5K - $57.9K
|
6.88K
$453K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$404K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$46.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
272New |
$16.7K - $18.1K
|
272
$17.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$13.7K - $14.8K
|
222
$14.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
187+ 4.29% |
$11.5K - $12.4K
|
4.55K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
168+ 3.21% |
$10.3K - $11.2K
|
5.41K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
125+ 0.14% |
$7.69K - $8.31K
|
89.5K
$5.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.36% |
$5.54K - $5.99K
|
25K
$1.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 0.15% |
$5.35K - $5.79K
|
59.2K
$3.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
78+ 0.3% |
$4.8K - $5.19K
|
26K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.35% |
$3.88K - $4.19K
|
18.2K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
54+ 0.11% |
$3.32K - $3.59K
|
47.1K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46+ 230.0% |
$2.83K - $3.06K
|
66
$4.34K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.1% |
$1.72K - $1.86K
|
27.5K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.3% |
$1.6K - $1.73K
|
8.66K
$570K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.15% |
$1.41K - $1.53K
|
15.7K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.13K
|
4.77K
$314K
|