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 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.9K+ 6.4% |
$117K - $126K
|
31.5K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.33% |
$104K - $112K
|
128K
$8.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.63K+ 30.84% |
$101K - $109K
|
6.93K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.63KNew |
$100K - $108K
|
1.63K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.55KNew |
$95.5K - $103K
|
1.55K
$96.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.51K+ 0.23% |
$93K - $100K
|
658K
$41.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.49K+ 47.54% |
$91.7K - $99.2K
|
4.63K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 2.7% |
$90.7K - $98.1K
|
56K
$3.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.47K+ 0.39% |
$90.5K - $97.8K
|
379K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.38KNew |
$84.9K - $91.8K
|
1.38K
$86.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.19K+ 20.68% |
$73.3K - $79.2K
|
6.95K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 24.24% |
$69.2K - $74.8K
|
5.77K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 11.21% |
$67.3K - $72.8K
|
10.9K
$678K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 0.45% |
$66.4K - $71.8K
|
242K
$15.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.08K+ 3.76% |
$66.3K - $71.7K
|
29.8K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$65.5K - $70.8K
|
1.07K
$66.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.04KNew |
$63.7K - $68.8K
|
1.04K
$64.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.03KNew |
$63.6K - $68.8K
|
1.03K
$64.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$61.8K - $66.8K
|
1K
$62.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
982+ 6.32% |
$60.4K - $65.3K
|
16.5K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
964+ 17.46% |
$59.3K - $64.1K
|
6.48K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 14.48% |
$53.5K - $57.9K
|
6.88K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
831+ 1.83% |
$51.1K - $55.3K
|
46.1K
$2.88M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
795+ 0.12% |
$48.9K - $52.9K
|
640K
$40M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
780+ 34.32% |
$48K - $51.9K
|
3.05K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$383K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
755+ 4.1% |
$46.4K - $50.2K
|
19.2K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
704+ 1.62% |
$43.3K - $46.8K
|
44.1K
$2.75M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$43.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
639+ 1.08% |
$39.3K - $42.5K
|
59.7K
$3.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
591+ 1.16% |
$36.4K - $39.3K
|
51.6K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
580+ 341.18% |
$35.7K - $38.6K
|
750
$46.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
565+ 3.49% |
$34.8K - $37.6K
|
16.8K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
537+ 2.92% |
$33K - $35.7K
|
18.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
501+ 0.22% |
$30.8K - $33.3K
|
227K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
454+ 0.25% |
$27.9K - $30.2K
|
180K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
447+ 0.68% |
$27.5K - $29.7K
|
66.1K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
440+ 0.07% |
$27.1K - $29.3K
|
611K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
360+ 10.71% |
$22.1K - $23.9K
|
3.72K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
303New |
$18.6K - $20.1K
|
303
$18.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
296+ 2.78% |
$18.2K - $19.7K
|
10.9K
$682K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
284+ 1.62% |
$17.5K - $18.9K
|
17.8K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
272New |
$16.7K - $18.1K
|
272
$17K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
255+ 4.41% |
$15.7K - $17K
|
6.04K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
247+ 0.26% |
$15.2K - $16.4K
|
93.6K
$5.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
238+ 6.78% |
$14.6K - $15.8K
|
3.75K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
227New |
$14K - $15.1K
|
227
$14.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$13.7K - $14.8K
|
222
$13.9K
|