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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-732- 0.7% |
$45K - $48.7K
|
104K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-753- 14.84% |
$46.3K - $50.1K
|
4.32K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-753- 1.25% |
$46.3K - $50.1K
|
59.3K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-763- 4.36% |
$46.9K - $50.7K
|
16.7K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-793- 0.16% |
$48.8K - $52.7K
|
508K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-828- 5.52% |
$50.9K - $55.1K
|
14.2K
$916K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-872- 0.51% |
$53.6K - $58K
|
169K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-878- 1.01% |
$54K - $58.4K
|
86.2K
$5.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-885- 3.08% |
$54.4K - $58.9K
|
27.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-900- 3.29% |
$55.4K - $59.9K
|
26.4K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-901- 2.94% |
$55.4K - $59.9K
|
29.8K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-909- 0.98% |
$55.9K - $60.4K
|
91.9K
$5.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-914- 0.4% |
$56.2K - $60.8K
|
228K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-943- 11.9% |
$58K - $62.7K
|
6.98K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-986- 0.92% |
$60.7K - $65.6K
|
106K
$6.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.01K- 6.45% |
$62.1K - $67.2K
|
14.7K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.08K- 7.16% |
$66.1K - $71.5K
|
13.9K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$66.7K - $72.1K
|
23.6K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.1K- 3.97% |
$67.4K - $72.8K
|
26.5K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.15K- 3.98% |
$70.9K - $76.7K
|
27.8K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.3K- 5.46% |
$79.7K - $86.2K
|
22.4K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.33K- 6.23% |
$82.1K - $88.7K
|
20.1K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.34K- 4.76% |
$82.4K - $89.1K
|
26.8K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.42K- 1.3% |
$87.3K - $94.4K
|
108K
$6.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1.44K- 16.17% |
$88.3K - $95.4K
|
7.44K
$481K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.5K- 3.91% |
$92.5K - $100K
|
37K
$2.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.51K- 1.49% |
$92.8K - $100K
|
99.7K
$6.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 0.76% |
$92.9K - $100K
|
197K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.52K- 82.82% |
$93.4K - $101K
|
315
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.52K- 7.04% |
$93.8K - $101K
|
20.1K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 0.31% |
$97.1K - $105K
|
507K
$32.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.59K- 21.73% |
$97.9K - $106K
|
5.73K
$371K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.64K- 6.42% |
$101K - $109K
|
23.9K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.74K- 7.69% |
$107K - $116K
|
20.9K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.91K- 2.93% |
$118K - $127K
|
63.3K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.1K- 16.58% |
$129K - $139K
|
10.5K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.32K- 31.77% |
$143K - $154K
|
4.98K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.33K- 5.18% |
$143K - $155K
|
42.6K
$2.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.34K- 30.67% |
$144K - $155K
|
5.28K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.35K- 0.23% |
$145K - $156K
|
1.02M
$66.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.42K- 2.44% |
$149K - $161K
|
96.5K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.49K- 21.11% |
$153K - $166K
|
9.3K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.51K- 5.34% |
$154K - $167K
|
44.5K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.64K- 2.78% |
$162K - $175K
|
92.2K
$5.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.83K- 2.71% |
$174K - $188K
|
102K
$6.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.84K- 3.3% |
$175K - $189K
|
83.2K
$5.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 13.89% |
$178K - $193K
|
18K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.92K- 0.27% |
$179K - $194K
|
1.07M
$69.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.99K- 17.97% |
$184K - $199K
|
13.7K
$883K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.16K- 0.19% |
$194K - $210K
|
1.63M
$106M
|