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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
N/A
|
350
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.68K- 18.77% |
N/A
|
7.25K
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
326New |
N/A
|
326
$0
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
9.06K+ 78.02% |
N/A
|
20.7K
$0
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
220+ 53.01% |
N/A
|
635
$0
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
30.6KNew |
N/A
|
30.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
78.3K+ 1.28% |
N/A
|
6.2M
$0
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
262New |
N/A
|
262
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-843- 15.17% |
N/A
|
4.71K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7.31K- 39.94% |
N/A
|
11K
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.2K- 12.65% |
N/A
|
188K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.49KNew |
N/A
|
3.49K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-296- 2.11% |
N/A
|
13.7K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
925New |
N/A
|
925
$0
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
59+ 0.08% |
N/A
|
73.8K
$0
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
120New |
N/A
|
120
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
5.38K+ 33.92% |
N/A
|
21.2K
$0
|
|
| Q4 2022 | |||||||
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
N/A
|
200K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.66KNew |
N/A
|
4.66K
$0
|
|