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 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.13KNew |
$192K - $208K
|
3.13K
$202K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.01K+ 3.13% |
$185K - $200K
|
99.3K
$6.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.73K+ 1.22% |
$168K - $182K
|
226K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.59K+ 1.59% |
$159K - $172K
|
165K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 0.39% |
$157K - $170K
|
653K
$42.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.53K+ 1.27% |
$156K - $168K
|
202K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.36K+ 5.65% |
$145K - $157K
|
44.1K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.26K+ 27.05% |
$139K - $150K
|
10.6K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.13K+ 50.2% |
$131K - $142K
|
6.38K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.11K+ 2.16% |
$130K - $141K
|
100K
$6.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2K+ 265.82% |
$123K - $133K
|
2.75K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.92K+ 6.64% |
$118K - $128K
|
30.8K
$1.99M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.9K+ 6.4% |
$117K - $126K
|
31.5K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.33% |
$104K - $112K
|
128K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 30.84% |
$101K - $109K
|
6.93K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63KNew |
$100K - $108K
|
1.63K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.55KNew |
$95.5K - $103K
|
1.55K
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.51K+ 0.23% |
$93K - $100K
|
658K
$42.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.49K+ 47.54% |
$91.7K - $99.2K
|
4.63K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 2.7% |
$90.7K - $98.1K
|
56K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.47K+ 0.39% |
$90.5K - $97.8K
|
379K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.38KNew |
$84.9K - $91.8K
|
1.38K
$89.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 20.68% |
$73.3K - $79.2K
|
6.95K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 24.24% |
$69.2K - $74.8K
|
5.77K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 11.21% |
$67.3K - $72.8K
|
10.9K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.45% |
$66.4K - $71.8K
|
242K
$15.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.08K+ 3.76% |
$66.3K - $71.7K
|
29.8K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$65.5K - $70.8K
|
1.07K
$68.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.04KNew |
$63.7K - $68.8K
|
1.04K
$66.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.03KNew |
$63.6K - $68.8K
|
1.03K
$66.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$61.8K - $66.8K
|
1K
$64.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
982+ 6.32% |
$60.4K - $65.3K
|
16.5K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
964+ 17.46% |
$59.3K - $64.1K
|
6.48K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 14.48% |
$53.5K - $57.9K
|
6.88K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
831+ 1.83% |
$51.1K - $55.3K
|
46.1K
$2.98M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
795+ 0.12% |
$48.9K - $52.9K
|
640K
$41.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
780+ 34.32% |
$48K - $51.9K
|
3.05K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$397K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
755+ 4.1% |
$46.4K - $50.2K
|
19.2K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
704+ 1.62% |
$43.3K - $46.8K
|
44.1K
$2.85M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
639+ 1.08% |
$39.3K - $42.5K
|
59.7K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
591+ 1.16% |
$36.4K - $39.3K
|
51.6K
$3.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
580+ 341.18% |
$35.7K - $38.6K
|
750
$48.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
565+ 3.49% |
$34.8K - $37.6K
|
16.8K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
537+ 2.92% |
$33K - $35.7K
|
18.9K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
501+ 0.22% |
$30.8K - $33.3K
|
227K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$7.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
454+ 0.25% |
$27.9K - $30.2K
|
180K
$11.7M
|