Purchases and Sales Made in Q1 2025 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 2025. 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 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
85+ 1.31% |
N/A
|
6.59K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
74+ 1.16% |
N/A
|
6.44K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
66+ 0.22% |
N/A
|
30.3K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
65+ 1.02% |
N/A
|
6.44K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
32+ 0.22% |
N/A
|
14.6K
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
32+ 1.63% |
N/A
|
2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
30+ 0.19% |
N/A
|
16.2K
$0
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
18+ 0.22% |
N/A
|
8.37K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.22% |
N/A
|
5.45K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.1% |
N/A
|
7.63K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.21% |
N/A
|
3.28K
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6+ 0.07% |
N/A
|
8.8K
$0
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 0.18% |
N/A
|
2.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.24% |
N/A
|
1.28K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-15- 0.09% |
N/A
|
17.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-23- 0.25% |
N/A
|
9.15K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-30- 0.22% |
N/A
|
13.3K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-68- 0.59% |
N/A
|
11.4K
$0
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-106- 0.37% |
N/A
|
28.3K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-173- 2.45% |
N/A
|
6.88K
$0
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-187- 1.17% |
N/A
|
15.8K
$0
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-206- 1.85% |
N/A
|
10.9K
$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
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-324- 2.74% |
N/A
|
11.5K
$0
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-349- 7.61% |
N/A
|
4.24K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-457- 5.58% |
N/A
|
7.74K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-463- 0.24% |
N/A
|
192K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-490- 0.84% |
N/A
|
58K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-500- 1.49% |
N/A
|
33.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-654- 0.85% |
N/A
|
76.7K
$0
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-752- 0.87% |
N/A
|
85.2K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-899- 1.08% |
N/A
|
82.6K
$0
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-936- 14.29% |
N/A
|
5.61K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1K- 3.09% |
N/A
|
31.4K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.01K- 5.53% |
N/A
|
17.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1.07K- 4.59% |
N/A
|
22.3K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.12K- 16.45% |
N/A
|
5.69K
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.15K- 8.23% |
N/A
|
12.8K
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.21K- 1.62% |
N/A
|
73.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.4K- 34.83% |
N/A
|
2.62K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.64K- 4.24% |
N/A
|
37.1K
$0
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.39K- 0.6% |
N/A
|
396K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.86K- 0.93% |
N/A
|
413K
$0
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-4.94K- 99.92% |
N/A
|
4
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Northland Capital Management LLC
|
SELL
|
- |
-5.12K- 4.34% |
N/A
|
113K
$0
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-5.65K- 21.11% |
N/A
|
21.1K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.51K- 16.52% |
N/A
|
32.9K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-7.18K- 6.98% |
N/A
|
95.7K
$0
|