Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.15KNew |
N/A
|
7.15K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6.67KNew |
N/A
|
6.67K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.95K+ 85.37% |
N/A
|
12.9K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.87KNew |
N/A
|
5.87K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 12.76% |
N/A
|
51.5K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.73KNew |
N/A
|
5.73K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
5.55K+ 7.06% |
N/A
|
84.1K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.37K+ 60.8% |
N/A
|
14.2K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.27KNew |
N/A
|
5.27K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
5.22KNew |
N/A
|
5.22K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
4.68K+ 117100.0% |
N/A
|
4.69K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.54K+ 173.57% |
N/A
|
7.16K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
4.04K+ 54.99% |
N/A
|
11.4K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.99K+ 45.29% |
N/A
|
12.8K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.96K+ 5.03% |
N/A
|
82.6K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.74K+ 6.45% |
N/A
|
61.7K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.56K+ 11.77% |
N/A
|
33.8K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
3.39K+ 9.36% |
N/A
|
39.6K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
3.22K+ 22.01% |
N/A
|
17.8K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.21K+ 14.07% |
N/A
|
26K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
2.85K+ 5.78% |
N/A
|
52.2K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.83K+ 7.37% |
N/A
|
41.3K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.32K+ 35.98% |
N/A
|
8.78K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.28K+ 11.66% |
N/A
|
21.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.2K+ 10.43% |
N/A
|
23.3K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.13K+ 8.26% |
N/A
|
27.9K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.81K+ 4.04% |
N/A
|
46.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.58KNew |
N/A
|
1.58K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.53K+ 3.96% |
N/A
|
40.2K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.35K+ 2.64% |
N/A
|
52.4K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.23K+ 4.33% |
N/A
|
29.5K
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.19K+ 9.64% |
N/A
|
13.5K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.13K+ 4.57% |
N/A
|
25.9K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.06K+ 48.02% |
N/A
|
3.26K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
1K+ 4.02% |
N/A
|
26K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
914+ 2.17% |
N/A
|
43K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
913+ 14.52% |
N/A
|
7.2K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
893+ 1.75% |
N/A
|
52K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
868+ 8.04% |
N/A
|
11.7K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
865+ 11.64% |
N/A
|
8.3K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
786+ 10.91% |
N/A
|
7.99K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
768+ 8.74% |
N/A
|
9.56K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
755+ 2.08% |
N/A
|
37.1K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
754+ 9.71% |
N/A
|
8.52K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
599+ 4.5% |
N/A
|
13.9K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
463+ 2.07% |
N/A
|
22.8K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
431+ 1.48% |
N/A
|
29.5K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
417+ 1.23% |
N/A
|
34.4K
$0
|