Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimen Us Su (DFSU)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Us Su (DFSU) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMEN US SU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
250K+ 15.13% |
N/A
|
1.9M
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
224K+ 12.48% |
N/A
|
2.01M
$0
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
73.2K+ 30.36% |
N/A
|
314K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
64K+ 25.99% |
N/A
|
310K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
62.3K+ 256.13% |
N/A
|
86.6K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
61.3KNew |
N/A
|
61.3K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
56K+ 14.27% |
N/A
|
448K
$0
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
52.7KNew |
N/A
|
52.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
46.4K+ 201.02% |
N/A
|
69.4K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
44.6K+ 82.11% |
N/A
|
99K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43.7KNew |
N/A
|
43.7K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
42.8K+ 585.38% |
N/A
|
50.1K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
37K+ 1258.97% |
N/A
|
39.9K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
35.2KNew |
N/A
|
35.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
29.4K+ 3.0% |
N/A
|
1.01M
$0
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
29.2K+ 20.23% |
N/A
|
174K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 71.44% |
N/A
|
67.5K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
25.4K+ 50.39% |
N/A
|
75.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
23.9K+ 79.21% |
N/A
|
54.1K
$0
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
21.3K+ 5.98% |
N/A
|
377K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
N/A
|
20.4K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.8K+ 6.19% |
N/A
|
340K
$0
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
18K+ 74.38% |
N/A
|
42.1K
$0
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
15.5K+ 132.72% |
N/A
|
27.1K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
12.8K+ 1.45% |
N/A
|
898K
$0
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12K+ 53.5% |
N/A
|
34.4K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.5K+ 58.46% |
N/A
|
28.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.3KNew |
N/A
|
10.3K
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9.79K+ 18.99% |
N/A
|
61.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.65K+ 78.57% |
N/A
|
21.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
9.06K+ 78.02% |
N/A
|
20.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
8.74K+ 11.3% |
N/A
|
86K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8.48K+ 13.84% |
N/A
|
69.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.13KNew |
N/A
|
8.13K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7KNew |
N/A
|
7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.7K+ 2690.36% |
N/A
|
6.95K
$0
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
6.5KNew |
N/A
|
6.5K
$0
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$0
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.37K+ 12.52% |
N/A
|
57.2K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.36K+ 87.1% |
N/A
|
9.37K
$0
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.42KNew |
N/A
|
3.42K
$0
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.88K+ 11.25% |
N/A
|
28.5K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.52K+ 1075.21% |
N/A
|
2.75K
$0
|