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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-8.94K- 11.66% |
N/A
|
67.8K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 3.96% |
N/A
|
40.2K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.67K- 8.71% |
N/A
|
28K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-233- 3.05% |
N/A
|
7.4K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-937- 3.36% |
N/A
|
27K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
25.3K+ 26.44% |
N/A
|
121K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
4.04K+ 54.99% |
N/A
|
11.4K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
11.8K+ 14.66% |
N/A
|
92.2K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
291+ 1.79% |
N/A
|
16.5K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
1+ 0.24% |
N/A
|
426
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
122+ 0.26% |
N/A
|
46.5K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.67KNew |
N/A
|
6.67K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 7.82% |
N/A
|
184K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.87K- 4.17% |
N/A
|
204K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.54K- 46.66% |
N/A
|
2.91K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.55K+ 7.06% |
N/A
|
84.1K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
417+ 1.23% |
N/A
|
34.4K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
18.1K+ 0.33% |
N/A
|
5.44M
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 5.03% |
N/A
|
82.6K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-300- 0.76% |
N/A
|
39.4K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
868+ 8.04% |
N/A
|
11.7K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.83K+ 7.37% |
N/A
|
41.3K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-8.99K- 15.85% |
N/A
|
47.8K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-1.33K- 33.32% |
N/A
|
2.66K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.95K+ 85.37% |
N/A
|
12.9K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
17.1K+ 14.56% |
N/A
|
135K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.47K- 6.95% |
N/A
|
19.6K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
97+ 1.71% |
N/A
|
5.78K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
913+ 14.52% |
N/A
|
7.2K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
71+ 1.11% |
N/A
|
6.45K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-746- 3.89% |
N/A
|
18.4K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
84+ 0.09% |
N/A
|
92.4K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
28.4K+ 56.17% |
N/A
|
78.9K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.14% |
N/A
|
5.67K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-526- 14.05% |
N/A
|
3.22K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.5K+ 330.72% |
N/A
|
39.7K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
104+ 1.86% |
N/A
|
5.7K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12+ 0.43% |
N/A
|
2.79K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-17.9K- 4.58% |
N/A
|
373K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.68K+ 117100.0% |
N/A
|
4.69K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
45.5K+ 69.51% |
N/A
|
111K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
56.6K+ 40.81% |
N/A
|
195K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
463+ 2.07% |
N/A
|
22.8K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 150.13% |
N/A
|
34.3K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
865+ 11.64% |
N/A
|
8.3K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.13K+ 4.57% |
N/A
|
25.9K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 12.76% |
N/A
|
51.5K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
19.7K+ 4.98% |
N/A
|
416K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-3.61K- 9.74% |
N/A
|
33.5K
$0
|