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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26K+ 0.77% |
$1.4M - $1.75M
|
3.43M
$234M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-251- 0.43% |
$13.5K - $16.8K
|
58.3K
$3.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
1.83K+ 0.7% |
$98K - $122K
|
262K
$17.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
34.9K+ 5.09% |
$1.87M - $2.34M
|
721K
$49.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.68K- 8.33% |
$198K - $247K
|
40.5K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 11.91% |
$64.2K - $80.2K
|
8.84K
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
68.9K+ 7.17% |
$3.7M - $4.62M
|
1.03M
$70.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
4+ 0.09% |
$215 - $268
|
4.35K
$297K
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-93- 0.49% |
$4.99K - $6.23K
|
18.9K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-3- 0.01% |
$161 - $201
|
54.5K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-62.2K- 5.93% |
$3.34M - $4.17M
|
986K
$67.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
6.79KNew |
$364K - $455K
|
6.79K
$464K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.08K- 3.97% |
$57.9K - $72.3K
|
26.1K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
22+ 0.08% |
$1.18K - $1.47K
|
27.5K
$1.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2.32K+ 209.78% |
$124K - $155K
|
3.42K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.4K+ 41.47% |
$613K - $766K
|
39K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
20+ 0.09% |
$1.07K - $1.34K
|
23.1K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 318.13% |
$6.75M - $8.43M
|
165K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
82+ 0.05% |
$4.4K - $5.5K
|
170K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
60+ 0.8% |
$3.22K - $4.02K
|
7.54K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.95K+ 12.53% |
$319K - $399K
|
53.5K
$3.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-728- 2.26% |
$39.1K - $48.8K
|
31.6K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.45K- 5.13% |
$507K - $633K
|
175K
$11.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
86+ 0.56% |
$4.61K - $5.76K
|
15.4K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.28K+ 3.47% |
$68.8K - $86K
|
38.2K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.99KNew |
$375K - $468K
|
6.99K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.1K- 16.06% |
$220K - $275K
|
21.4K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-12.4K- 11.33% |
$668K - $834K
|
97.4K
$6.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-9.14K- 37.8% |
$491K - $613K
|
15K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.55K- 2.85% |
$137K - $171K
|
87K
$5.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
2.55K+ 2.17% |
$137K - $171K
|
120K
$8.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.83K+ 20.36% |
$259K - $324K
|
28.5K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12K+ 6.52% |
$642K - $802K
|
195K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.31% |
$912 - $1.14K
|
5.43K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 28.89% |
$65.1K - $81.3K
|
5.41K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
573+ 0.07% |
$30.7K - $38.4K
|
767K
$52.3M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$912 - $1.14K
|
15.7K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.47K+ 4.24% |
$455K - $568K
|
208K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-628- 16.2% |
$33.7K - $42.1K
|
3.25K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.6KNew |
$946K - $1.18M
|
17.6K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.65KNew |
$196K - $245K
|
3.65K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
11.7K+ 14.0% |
$625K - $781K
|
94.9K
$6.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.41K+ 14.45% |
$237K - $296K
|
34.9K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-554- 2.99% |
$29.7K - $37.1K
|
18K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-906K- 95.49% |
$48.6M - $60.7M
|
42.8K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
265+ 0.09% |
$14.2K - $17.8K
|
296K
$20.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.26KNew |
$175K - $218K
|
3.26K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 0.39% |
$12.7K - $15.9K
|
60.7K
$4.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8K+ 5.06% |
$738K - $922K
|
286K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 62.66% |
$132K - $164K
|
1.46K
$99.7K
|