Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.48K+ 10.32% |
N/A
|
26.5K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.32K+ 12.35% |
N/A
|
21.1K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
BUY
|
- |
2.3K+ 0.74% |
N/A
|
313K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
1.4K+ 0.69% |
N/A
|
204K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
1.08K+ 16.12% |
N/A
|
7.76K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1K+ 2.81% |
N/A
|
36.6K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
984+ 3.37% |
N/A
|
30.2K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
905+ 4.44% |
N/A
|
21.3K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
655+ 146.53% |
N/A
|
1.1K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
605+ 2.23% |
N/A
|
27.7K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
559+ 1.06% |
N/A
|
53.2K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
489+ 20.05% |
N/A
|
2.93K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
440+ 2.54% |
N/A
|
17.8K
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
439+ 1.34% |
N/A
|
33.3K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
N/A
|
350
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
321+ 2.25% |
N/A
|
14.6K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
293New |
N/A
|
293
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
259+ 6.86% |
N/A
|
4.04K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
113+ 0.2% |
N/A
|
57.6K
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
85+ 0.52% |
N/A
|
16.5K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
83+ 1.11% |
N/A
|
7.58K
$0
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38+ 0.55% |
N/A
|
6.95K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
34New |
N/A
|
34
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
29+ 0.12% |
N/A
|
24.2K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
18+ 0.51% |
N/A
|
3.52K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
16+ 0.25% |
N/A
|
6.51K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.23% |
N/A
|
4.74K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
7+ 0.25% |
N/A
|
2.76K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.24% |
N/A
|
1.27K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.33% |
N/A
|
300
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-52- 0.74% |
N/A
|
6.95K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-98- 0.29% |
N/A
|
34.3K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 1.52% |
N/A
|
9.74K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-153- 1.54% |
N/A
|
9.81K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-191- 2.52% |
N/A
|
7.39K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-236- 0.61% |
N/A
|
38.8K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-250- 2.45% |
N/A
|
9.95K
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-345- 0.98% |
N/A
|
34.9K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-347- 2.44% |
N/A
|
13.9K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-365- 1.66% |
N/A
|
21.6K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-443- 3.61% |
N/A
|
11.8K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-560- 7.45% |
N/A
|
6.96K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-815- 3.25% |
N/A
|
24.3K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-849- 2.13% |
N/A
|
39.1K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.05K- 1.39% |
N/A
|
74.9K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.21K- 1.98% |
N/A
|
60.1K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.22K- 2.23% |
N/A
|
53.3K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.47K- 5.16% |
N/A
|
27K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.55K- 0.49% |
N/A
|
313K
$0
|