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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-96- 0.36% |
$5.91K - $6.38K
|
26.8K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-98- 0.64% |
$6.03K - $6.52K
|
15.1K
$977K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.45% |
$6.15K - $6.65K
|
22.2K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-102- 1.91% |
$6.28K - $6.78K
|
5.24K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-102- 0.98% |
$6.28K - $6.78K
|
10.3K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-137- 1.49% |
$8.43K - $9.11K
|
9.04K
$584K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.08% |
$8.67K - $9.38K
|
182K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-143- 0.29% |
$8.8K - $9.51K
|
48.4K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-183- 2.86% |
$11.3K - $12.2K
|
6.22K
$402K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-187- 2.51% |
$11.5K - $12.4K
|
7.25K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-187- 3.04% |
$11.5K - $12.4K
|
5.97K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-200- 1.41% |
$12.3K - $13.3K
|
14K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.99% |
$12.3K - $13.3K
|
1.62K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-209- 2.45% |
$12.9K - $13.9K
|
8.32K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-214- 1.62% |
$13.2K - $14.2K
|
13K
$842K
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-222- 2.18% |
$13.7K - $14.8K
|
9.96K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-230- 1.03% |
$14.1K - $15.3K
|
22.1K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-231- 4.15% |
$14.2K - $15.4K
|
5.33K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$14.9K - $16.1K
|
57.7K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-245- 1.01% |
$15.1K - $16.3K
|
24K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-250- 7.03% |
$15.4K - $16.6K
|
3.31K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-266- 0.34% |
$16.4K - $17.7K
|
78.6K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-285- 4.15% |
$17.5K - $19K
|
6.58K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-287- 1.63% |
$17.7K - $19.1K
|
17.3K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-297- 0.65% |
$18.3K - $19.8K
|
45.2K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-306- 0.25% |
$18.8K - $20.3K
|
122K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-335- 7.56% |
$20.6K - $22.3K
|
4.1K
$265K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-348- 0.22% |
$21.4K - $23.1K
|
158K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-354- 1.51% |
$21.8K - $23.5K
|
23.1K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-385- 1.48% |
$23.7K - $25.6K
|
25.6K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-400- 1.4% |
$24.6K - $26.6K
|
28.1K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-412- 2.9% |
$25.3K - $27.4K
|
13.8K
$893K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-419- 1.58% |
$25.8K - $27.9K
|
26.1K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-442- 2.01% |
$27.2K - $29.4K
|
21.6K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-451- 1.65% |
$27.7K - $30K
|
26.8K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-501- 9.11% |
$30.8K - $33.3K
|
5K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-507- 1.85% |
$31.2K - $33.7K
|
26.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-559- 0.34% |
$34.4K - $37.2K
|
165K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-564- 12.84% |
$34.7K - $37.5K
|
3.83K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-565- 12.61% |
$34.8K - $37.6K
|
3.92K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 2.32% |
$36.2K - $39.1K
|
24.7K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-599- 7.78% |
$36.9K - $39.8K
|
7.1K
$459K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-634- 0.41% |
$39K - $42.2K
|
155K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-638- 2.79% |
$39.2K - $42.4K
|
22.2K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-646- 5.4% |
$39.7K - $43K
|
11.3K
$731K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-647- 3.38% |
$39.8K - $43K
|
18.5K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-677- 42.15% |
$41.6K - $45K
|
929
$60K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-684- 4.1% |
$42.1K - $45.5K
|
16K
$1.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-700- 11.86% |
$43.1K - $46.6K
|
5.2K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-731- 0.8% |
$45K - $48.6K
|
91K
$5.88M
|