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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.18K- 71.07% |
$196K - $212K
|
1.3K
$83.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.22K- 24.09% |
$198K - $214K
|
10.2K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.4K- 39.43% |
$209K - $226K
|
5.23K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 0.25% |
$214K - $232K
|
1.4M
$90.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.66K- 7.29% |
$225K - $243K
|
46.5K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.71K- 1.69% |
$228K - $247K
|
216K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.86K- 1.56% |
$237K - $256K
|
244K
$15.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.98K- 2.73% |
$245K - $264K
|
142K
$9.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.32K- 10.78% |
$266K - $287K
|
35.8K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.39K- 2.35% |
$270K - $292K
|
182K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.6K- 21.38% |
$283K - $306K
|
16.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.1K- 6.69% |
$314K - $339K
|
71.1K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.44K- 8.94% |
$335K - $362K
|
55.4K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.53K- 41.84% |
$340K - $367K
|
7.68K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-5.85K- 5.2% |
$360K - $389K
|
107K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.24K- 33.01% |
$384K - $415K
|
12.7K
$818K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-6.31K- 11.81% |
$388K - $419K
|
47.1K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-6.71K- 3.41% |
$413K - $446K
|
190K
$12.3M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.75K- 0.87% |
$416K - $449K
|
770K
$49.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.88K- 1.16% |
$423K - $458K
|
586K
$37.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-6.98K- 1.4% |
$429K - $464K
|
492K
$31.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.77K- 16.47% |
$478K - $517K
|
39.4K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.81K- 6.25% |
$481K - $520K
|
117K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 6.27% |
$504K - $545K
|
123K
$7.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-8.21K- 6.5% |
$505K - $546K
|
118K
$7.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.3K- 1.34% |
$572K - $618K
|
687K
$44.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.1K- 1.04% |
$747K - $807K
|
1.15M
$74.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-13.8K- 14.56% |
$848K - $917K
|
80.9K
$5.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$5.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-14.7K- 4.79% |
$905K - $978K
|
292K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15.3K- 4.96% |
$938K - $1.01M
|
292K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-15.4K- 4.83% |
$950K - $1.03M
|
304K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-15.5K- 20.53% |
$952K - $1.03M
|
59.9K
$3.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-18.8K- 2.29% |
$1.15M - $1.25M
|
801K
$51.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-18.9K- 4.0% |
$1.16M - $1.25M
|
453K
$29.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-19.9K- 4.07% |
$1.22M - $1.32M
|
468K
$30.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.9K- 19.8% |
$1.23M - $1.33M
|
80.7K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 6.05% |
$1.27M - $1.37M
|
320K
$20.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20.9K- 0.88% |
$1.28M - $1.39M
|
2.34M
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-21K- 4.24% |
$1.29M - $1.4M
|
474K
$30.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-21.3K- 2.91% |
$1.31M - $1.42M
|
713K
$46.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.48% |
$1.31M - $1.42M
|
137K
$8.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-26.2K- 86.6% |
$1.61M - $1.74M
|
4.06K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-29.5K- 22.63% |
$1.82M - $1.96M
|
101K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-34.1K- 5.61% |
$2.1M - $2.27M
|
574K
$37.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36K- 18.34% |
$2.21M - $2.39M
|
160K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.4K- 3.66% |
$2.85M - $3.09M
|
1.22M
$78.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.2K- 2.89% |
$2.91M - $3.14M
|
1.58M
$102M
|