Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

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 27, 2025 Q4 2024
Vestia Personal Wealth Advisors

Fort Wayne, IN
BUY
 -
447
+ 0.68%
$27.5K - $29.7K
66.1K $4.27M
Feb 04, 2025 Q4 2024
Km Capital Management Ltd.

Austin, TX
BUY
 -
440
+ 0.07%
$27.1K - $29.3K
611K $39.5M
Feb 14, 2025 Q4 2024
Rb Capital Management, LLC

BUY
 -
360
+ 10.71%
$22.1K - $23.9K
3.72K $240K
Feb 12, 2025 Q4 2024
Citigroup Inc

BUY
 -
303
New
$18.6K - $20.1K
303 $19.6K
Feb 13, 2025 Q4 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
296
+ 2.78%
$18.2K - $19.7K
10.9K $706K
Feb 06, 2025 Q4 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
284
+ 1.62%
$17.5K - $18.9K
17.8K $1.15M
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
272
New
$16.7K - $18.1K
272 $17.6K
Feb 05, 2025 Q4 2024
Norden Group LLC

Provo, UT
BUY
 -
255
+ 4.41%
$15.7K - $17K
6.04K $390K
Feb 14, 2025 Q4 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
247
+ 0.26%
$15.2K - $16.4K
93.6K $6.05M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
238
+ 6.78%
$14.6K - $15.8K
3.75K $242K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
222
New
$13.7K - $14.8K
222 $14.3K
Feb 12, 2025 Q4 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
216
+ 11.8%
$13.3K - $14.4K
2.05K $132K
Jan 29, 2025 Q4 2024
Tfb Advisors LLC

Overland Park, KS
BUY
 -
187
+ 2.12%
$11.5K - $12.4K
9.02K $583K
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
187
+ 4.29%
$11.5K - $12.4K
4.55K $294K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
168
+ 3.21%
$10.3K - $11.2K
5.41K $349K
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
157
+ 1.39%
$9.66K - $10.4K
11.5K $741K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
147
+ 1.81%
$9.04K - $9.78K
8.28K $535K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
143
+ 0.26%
$8.8K - $9.51K
56.1K $3.63M
Jan 30, 2025 Q4 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
139
+ 0.27%
$8.55K - $9.24K
51K $3.29M
Feb 14, 2025 Q4 2024
Sterling Wealth Management, Inc.

Champaign, IL
BUY
 -
136
+ 0.27%
$8.37K - $9.04K
50.2K $3.24M
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
125
+ 0.14%
$7.69K - $8.31K
89.5K $5.78M
Feb 13, 2025 Q4 2024
Capital Square, LLC

BUY
 -
94
+ 2.65%
$5.78K - $6.25K
3.64K $235K
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
90
+ 0.36%
$5.54K - $5.99K
25K $1.62M
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
87
+ 0.15%
$5.35K - $5.79K
59.2K $3.82M
Feb 05, 2025 Q4 2024
Hanover Advisors Inc

Seneca, SC
BUY
 -
83
+ 0.82%
$5.11K - $5.52K
10.2K $659K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
78
+ 0.3%
$4.8K - $5.19K
26K $1.68M
Feb 14, 2025 Q4 2024
Financial Advisory Service, Inc.

BUY
 -
71
+ 0.28%
$4.37K - $4.72K
25.2K $1.63M
Feb 14, 2025 Q4 2024
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
70
New
$4.31K - $4.66K
70 $4.52K
Jan 14, 2025 Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
63
+ 0.35%
$3.88K - $4.19K
18.2K $1.17M
Feb 12, 2025 Q4 2024
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
60
+ 0.04%
$3.69K - $3.99K
136K $8.81M
Jan 28, 2025 Q4 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
57
+ 0.2%
$3.51K - $3.79K
28.7K $1.85M
Jan 15, 2025 Q4 2024
Andrews, Lucia Wealth Management LLC

BUY
 -
54
+ 0.11%
$3.32K - $3.59K
47.1K $3.04M
Feb 06, 2025 Q4 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
47
+ 0.36%
$2.89K - $3.13K
13K $840K
Jan 17, 2025 Q4 2024
Davis Capital Management

Jacksonville, FL
BUY
 -
46
+ 230.0%
$2.83K - $3.06K
66 $4.26K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
43
+ 0.35%
$2.65K - $2.86K
12.2K $789K
Feb 12, 2025 Q4 2024
Treynor Bancshares, Inc.

BUY
 -
40
+ 0.24%
$2.46K - $2.66K
16.9K $1.09M
Apr 22, 2025 Q4 2024
North Rock Partners, LLC

BUY
 -
39
+ 0.36%
$2.4K - $2.59K
11K $710K
Jan 22, 2025 Q4 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
39
+ 0.13%
$2.4K - $2.59K
31.2K $2.02M
Feb 14, 2025 Q4 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
37
+ 0.06%
$2.28K - $2.46K
58.1K $3.76M
Feb 13, 2025 Q4 2024
Rmb Capital Management, LLC

BUY
 -
37
+ 0.36%
$2.28K - $2.46K
10.2K $661K
Feb 13, 2025 Q4 2024
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
33
+ 0.35%
$2.03K - $2.19K
9.46K $611K
Feb 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
31
+ 0.07%
$1.91K - $2.06K
44.8K $2.89M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
30
+ 7.5%
$1.85K - $2K
430 $27.8K
Feb 07, 2025 Q4 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
30
+ 0.3%
$1.85K - $2K
9.88K $639K
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
28
+ 0.1%
$1.72K - $1.86K
27.5K $1.78M
Jan 13, 2025 Q4 2024
Bka Wealth Consulting, Inc.

BUY
 -
26
+ 0.3%
$1.6K - $1.73K
8.66K $559K
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
26
+ 0.11%
$1.6K - $1.73K
23.1K $1.49M
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
23
+ 0.35%
$1.41K - $1.53K
6.51K $421K
Jan 15, 2025 Q4 2024
25 LLC

St. Louis, MO
BUY
 -
23
+ 0.15%
$1.41K - $1.53K
15.7K $1.02M

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