Latest Institutional Transactions on Dimensional ETF Tr Dimen Us Su (DFSU)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimen Us Su (DFSU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 0.22% |
N/A
|
2.76K
$0
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.86K+ 3.48% |
N/A
|
55.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.24% |
N/A
|
1.27K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
5.58KNew |
N/A
|
5.58K
$0
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.3% |
N/A
|
11.8K
$0
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
23.6K+ 99.56% |
N/A
|
47.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.69K+ 32.11% |
N/A
|
19.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
618K+ 28.94% |
N/A
|
2.75M
$0
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40K+ 12.98% |
N/A
|
348K
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.39K+ 6.38% |
N/A
|
23.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 98.19% |
N/A
|
42.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3K+ 141.17% |
N/A
|
46.6K
$0
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
44+ 15.02% |
N/A
|
337
$0
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.2KNew |
N/A
|
61.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 612.14% |
N/A
|
18K
$0
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
697+ 8.58% |
N/A
|
8.83K
$0
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
26.1K+ 78.51% |
N/A
|
59.4K
$0
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 6.27% |
N/A
|
20.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
189KNew |
N/A
|
189K
$0
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.6K- 6.08% |
N/A
|
86.6K
$0
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.4K+ 1.13% |
N/A
|
1.02M
$0
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.66K- 0.82% |
N/A
|
202K
$0
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
411+ 0.77% |
N/A
|
53.7K
$0
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
189KNew |
N/A
|
189K
$0
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
318+ 7.88% |
N/A
|
4.36K
$0
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
6.43K+ 82.91% |
N/A
|
14.2K
$0
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
61+ 1.73% |
N/A
|
3.58K
$0
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-165- 0.48% |
N/A
|
34.1K
$0
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.67K+ 0.83% |
N/A
|
203K
$0
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$0
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
17K+ 32.21% |
N/A
|
70K
$0
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8+ 0.01% |
N/A
|
60.1K
$0
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.7K+ 3.06% |
N/A
|
124K
$0
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 0.55% |
N/A
|
6.91K
$0
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
507+ 169.0% |
N/A
|
807
$0
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.12K+ 16.96% |
N/A
|
28.4K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.93K+ 10.16% |
N/A
|
42.6K
$0
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
15+ 0.23% |
N/A
|
6.52K
$0
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.62K+ 73.89% |
N/A
|
10.9K
$0
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.37K- 1.54% |
N/A
|
87.7K
$0
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
45.2KNew |
N/A
|
45.2K
$0
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.66K+ 34.3% |
N/A
|
22.2K
$0
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-55- 0.14% |
N/A
|
38.7K
$0
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.4K+ 8.64% |
N/A
|
269K
$0
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
60.3K+ 47.7% |
N/A
|
187K
$0
|