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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.84K+ 69.32% |
N/A
|
21.6K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.66K+ 11.26% |
N/A
|
36.2K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.5K+ 131.69% |
N/A
|
2.64K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
14.4K+ 8.15% |
N/A
|
191K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-10.6K- 2.63% |
N/A
|
391K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.53KNew |
N/A
|
9.53K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
83.6KNew |
N/A
|
83.6K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-216- 1.07% |
N/A
|
20.1K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-286- 3.71% |
N/A
|
7.43K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-490- 0.84% |
N/A
|
58K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
32+ 0.22% |
N/A
|
14.6K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
5.29K+ 75.04% |
N/A
|
12.3K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-30- 0.22% |
N/A
|
13.3K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.81K+ 32.28% |
N/A
|
19.7K
$0
|
|
| Q4 2024 | |||||||
|
Apr 10, 2025
Q4 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.7K+ 214.87% |
N/A
|
72.8K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
274New |
N/A
|
274
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
175K+ 219.38% |
N/A
|
255K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.29KNew |
N/A
|
5.29K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.9K- 42.41% |
N/A
|
24.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
378+ 12.43% |
N/A
|
3.42K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-29.4K- 2.88% |
N/A
|
989K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.36% |
N/A
|
2.77K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.49KNew |
N/A
|
5.49K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.44K+ 7.54% |
N/A
|
20.5K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.2KNew |
N/A
|
8.2K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
7.25KNew |
N/A
|
7.25K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
59.3KNew |
N/A
|
59.3K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
16K+ 26.99% |
N/A
|
75.4K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-30.6K- 50.0% |
N/A
|
30.6K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
221KNew |
N/A
|
221K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
704New |
N/A
|
704
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
15+ 0.32% |
N/A
|
4.77K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.9K- 8.57% |
N/A
|
20.3K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
6.6KNew |
N/A
|
6.6K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
6.63KNew |
N/A
|
6.63K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
697+ 8.58% |
N/A
|
8.83K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
61+ 1.73% |
N/A
|
3.58K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
8+ 0.01% |
N/A
|
60.1K
$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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
189KNew |
N/A
|
189K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.6KNew |
N/A
|
5.6K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.86K- 9.09% |
N/A
|
18.6K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
34.1K+ 64.64% |
N/A
|
86.8K
$0
|
|