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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
136+ 3.02% |
$7.32K - $8.04K
|
4.64K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 23.08% |
$80.7K - $88.7K
|
5K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$717K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$717K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-60- 0.58% |
$3.23K - $3.55K
|
10.3K
$668K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 37.26% |
$217K - $238K
|
14.8K
$961K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.4KNew |
$558K - $613K
|
10.4K
$671K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
16.5KNew |
$888K - $976K
|
16.5K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.49KNew |
$188K - $206K
|
3.49K
$226K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
1.26K+ 25.42% |
$67.6K - $74.3K
|
6.2K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 0.23% |
$35.5K - $39K
|
281K
$18.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$950K - $1.04M
|
17.6K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-17- 0.04% |
$915 - $1.01K
|
38.5K
$2.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 12.05% |
$207K - $228K
|
28.1K
$1.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.73KNew |
$93.2K - $102K
|
1.73K
$112K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
65New |
$3.5K - $3.84K
|
65
$4.21K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 3.23% |
$12.4K - $13.7K
|
6.91K
$447K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 14.58% |
$112K - $123K
|
12.2K
$790K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.15KNew |
$116K - $127K
|
2.15K
$139K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$484 - $532
|
3.58K
$231K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
199+ 0.49% |
$10.7K - $11.8K
|
40.7K
$2.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-319- 5.98% |
$17.2K - $18.9K
|
5.02K
$325K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.28KNew |
$445K - $489K
|
8.28K
$536K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.97% |
$81K - $89K
|
8.55K
$553K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.56KNew |
$191K - $210K
|
3.56K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.37% |
$2.05K - $2.25K
|
10.2K
$662K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.34MNew |
$72.2M - $79.4M
|
1.34M
$86.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
36+ 0.27% |
$1.94K - $2.13K
|
13.2K
$851K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.36K- 20.86% |
$73.3K - $80.5K
|
5.17K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
229+ 0.78% |
$12.3K - $13.5K
|
29.6K
$1.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.53K+ 38.03% |
$405K - $445K
|
27.3K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
361New |
$19.4K - $21.3K
|
361
$23.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.17K- 24.97% |
$62.9K - $69.1K
|
3.51K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$452K - $497K
|
8.4K
$544K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16+ 160.0% |
$861 - $946
|
26
$1.68K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.69K- 10.5% |
$145K - $159K
|
22.9K
$1.48M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.73K+ 10.81% |
$147K - $161K
|
28K
$1.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.56K+ 2.15% |
$192K - $211K
|
169K
$11M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
468+ 19.01% |
$25.2K - $27.7K
|
2.93K
$190K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
466New |
$25.1K - $27.6K
|
466
$30.2K
|
|
| Q1 2024 | |||||||
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-58.8KClosed |
$2.99M - $3.35M
|
0
$0
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
5.12KNew |
$260K - $292K
|
5.12K
$331K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-773- 12.32% |
$39.3K - $44K
|
5.5K
$356K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
325+ 70.65% |
$16.5K - $18.5K
|
785
$50.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-153- 23.01% |
$7.77K - $8.72K
|
512
$33.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
136New |
$6.91K - $7.75K
|
136
$8.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
116K+ 103.37% |
$5.87M - $6.59M
|
227K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-27.1K- 8.46% |
$1.38M - $1.55M
|
294K
$19M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-126K- 5.36% |
$6.38M - $7.15M
|
2.22M
$143M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17KNew |
$864K - $970K
|
17K
$1.1M
|
|