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 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
216+ 11.8% |
$13.3K - $14.4K
|
2.05K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
187+ 2.12% |
$11.5K - $12.4K
|
9.02K
$563K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
187+ 4.29% |
$11.5K - $12.4K
|
4.55K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
168+ 3.21% |
$10.3K - $11.2K
|
5.41K
$338K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
157+ 1.39% |
$9.66K - $10.4K
|
11.5K
$716K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147+ 1.81% |
$9.04K - $9.78K
|
8.28K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
143+ 0.26% |
$8.8K - $9.51K
|
56.1K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
139+ 0.27% |
$8.55K - $9.24K
|
51K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
136+ 0.27% |
$8.37K - $9.04K
|
50.2K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
125+ 0.14% |
$7.69K - $8.31K
|
89.5K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
94+ 2.65% |
$5.78K - $6.25K
|
3.64K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
90+ 0.36% |
$5.54K - $5.99K
|
25K
$1.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 0.15% |
$5.35K - $5.79K
|
59.2K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
83+ 0.82% |
$5.11K - $5.52K
|
10.2K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
78+ 0.3% |
$4.8K - $5.19K
|
26K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
71+ 0.28% |
$4.37K - $4.72K
|
25.2K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
70New |
$4.31K - $4.66K
|
70
$4.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.35% |
$3.88K - $4.19K
|
18.2K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
60+ 0.04% |
$3.69K - $3.99K
|
136K
$8.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
57+ 0.2% |
$3.51K - $3.79K
|
28.7K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
54+ 0.11% |
$3.32K - $3.59K
|
47.1K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
47+ 0.36% |
$2.89K - $3.13K
|
13K
$811K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
46+ 230.0% |
$2.83K - $3.06K
|
66
$4.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43+ 0.35% |
$2.65K - $2.86K
|
12.2K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
40+ 0.24% |
$2.46K - $2.66K
|
16.9K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
39+ 0.13% |
$2.4K - $2.59K
|
31.2K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.06% |
$2.28K - $2.46K
|
58.1K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
37+ 0.36% |
$2.28K - $2.46K
|
10.2K
$638K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
33+ 0.35% |
$2.03K - $2.19K
|
9.46K
$590K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
31+ 0.07% |
$1.91K - $2.06K
|
44.8K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 7.5% |
$1.85K - $2K
|
430
$26.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
30+ 0.3% |
$1.85K - $2K
|
9.88K
$617K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.1% |
$1.72K - $1.86K
|
27.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.11% |
$1.6K - $1.73K
|
23.1K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.3% |
$1.6K - $1.73K
|
8.66K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.15% |
$1.41K - $1.53K
|
15.7K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23+ 0.35% |
$1.41K - $1.53K
|
6.51K
$406K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
22+ 0.35% |
$1.35K - $1.46K
|
6.25K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
20+ 0.35% |
$1.23K - $1.33K
|
5.79K
$362K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.37% |
$1.11K - $1.2K
|
4.84K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.36% |
$1.11K - $1.2K
|
4.99K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.13K
|
4.77K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.35% |
$923 - $998
|
4.31K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
15+ 0.35% |
$923 - $998
|
4.29K
$268K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.27% |
$923 - $998
|
5.61K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.36% |
$861 - $931
|
3.86K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.78K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.74K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.78K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 0.36% |
$738 - $798
|
3.38K
$211K
|