Latest Institutional Transactions on Dimensional ETF Tr U S Equity (DFUS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr U S Equity (DFUS) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.88K+ 1.03% |
$608K - $657K
|
972K
$62.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$7.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.95KNew |
$428K - $462K
|
6.95K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.19KNew |
$319K - $345K
|
5.19K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
137K+ 1086.39% |
$8.41M - $9.09M
|
149K
$9.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.22K- 24.09% |
$198K - $214K
|
10.2K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-209- 2.45% |
$12.9K - $13.9K
|
8.32K
$537K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-647- 3.38% |
$39.8K - $43K
|
18.5K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.27K+ 3.39% |
$509K - $550K
|
252K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
275K+ 13.15% |
$16.9M - $18.3M
|
2.37M
$153M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
125+ 0.14% |
$7.69K - $8.31K
|
89.5K
$5.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$211M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-442- 2.01% |
$27.2K - $29.4K
|
21.6K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
54+ 0.11% |
$3.32K - $3.59K
|
47.1K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 0.06% |
$5.23K - $5.65K
|
146K
$9.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$216K - $234K
|
3.51K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.15% |
$1.41K - $1.53K
|
15.7K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
272New |
$16.7K - $18.1K
|
272
$17.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
517K+ 3374.27% |
$31.8M - $34.3M
|
532K
$34.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.01K+ 2.13% |
$554K - $599K
|
431K
$27.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-565- 12.61% |
$34.8K - $37.6K
|
3.92K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.33% |
$104K - $112K
|
128K
$8.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.18% |
$677 - $732
|
6.24K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.5K+ 68.86% |
$585K - $632K
|
23.3K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
187+ 4.29% |
$11.5K - $12.4K
|
4.55K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.51K+ 0.23% |
$93K - $100K
|
658K
$42.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.35% |
$3.88K - $4.19K
|
18.2K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$14.9K - $16.1K
|
57.7K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-564- 12.84% |
$34.7K - $37.5K
|
3.83K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$13.7K - $14.8K
|
222
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
391K+ 54.99% |
$24.1M - $26M
|
1.1M
$71.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.51K- 1.49% |
$92.8K - $100K
|
99.7K
$6.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$431 - $466
|
9.26K
$598K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.71% |
$3.08K - $3.33K
|
2.88K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.36K+ 5.65% |
$145K - $157K
|
44.1K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.1% |
$1.72K - $1.86K
|
27.5K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.3% |
$1.6K - $1.73K
|
8.66K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
7+ 0.38% |
$431 - $466
|
1.83K
$118K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.24% |
$1.23K - $1.33K
|
8.29K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$123 - $133
|
820
$52.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
78+ 0.3% |
$4.8K - $5.19K
|
26K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-200- 1.41% |
$12.3K - $13.3K
|
14K
$904K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.15KNew |
$255K - $276K
|
4.15K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$14.3M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$45.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$61.5 - $66.5
|
1.64M
$106M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$14.1M
|