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 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.48K- 20.69% |
$133K - $166K
|
9.51K
$665K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
54+ 0.08% |
$2.9K - $3.62K
|
66.2K
$4.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$429 - $536
|
5.16K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.48K+ 17.36% |
$79.2K - $99K
|
9.99K
$699K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
34.1K+ 103.51% |
$1.83M - $2.29M
|
67.1K
$4.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
SELL
|
- |
-27.8K- 8.2% |
$1.49M - $1.86M
|
311K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
25.2K+ 6.52% |
$1.35M - $1.69M
|
412K
$28.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.91K- 2.54% |
$156K - $195K
|
112K
$7.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.09KNew |
$166K - $207K
|
3.09K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350+ 5.59% |
$18.8K - $23.5K
|
6.61K
$462K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.49K+ 5.57% |
$134K - $167K
|
47.3K
$3.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.13K+ 6.32% |
$222K - $277K
|
69.4K
$4.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
79+ 0.1% |
$4.24K - $5.29K
|
82.1K
$5.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
11.8K+ 12.18% |
$634K - $792K
|
109K
$7.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
16+ 0.26% |
$858 - $1.07K
|
6.07K
$425K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
20+ 0.23% |
$1.07K - $1.34K
|
8.69K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
30.1KNew |
$1.62M - $2.02M
|
30.1K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.9MNew |
$424M - $529M
|
7.9M
$553M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.74K+ 14.02% |
$201K - $251K
|
30.4K
$2.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.18K- 13.32% |
$63.5K - $79.4K
|
7.7K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Gpwm LLC
|
BUY
|
- |
5+ 0.27% |
$268 - $335
|
1.84K
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
8.26KNew |
$443K - $554K
|
8.26K
$578K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-750- 0.68% |
$40.2K - $50.3K
|
109K
$7.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-23K- 2.37% |
$1.24M - $1.54M
|
947K
$66.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-69- 0.46% |
$3.7K - $4.62K
|
15K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-118K- 2.5% |
$6.31M - $7.88M
|
4.6M
$322M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.04K+ 42.18% |
$217K - $271K
|
13.6K
$953K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
8.13K+ 4.21% |
$436K - $545K
|
201K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
2.88K+ 3.91% |
$155K - $193K
|
76.5K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.58K+ 25.15% |
$84.8K - $106K
|
7.87K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.95K- 23.56% |
$212K - $265K
|
12.8K
$896K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.28% |
$751 - $938
|
5.01K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 31.1% |
$74.3K - $92.8K
|
5.83K
$408K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
34.5K+ 25.44% |
$1.85M - $2.31M
|
170K
$11.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.13K+ 9.88% |
$60.8K - $75.9K
|
12.6K
$882K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.27K+ 8.72% |
$122K - $152K
|
28.2K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-95- 0.34% |
$5.1K - $6.37K
|
27.9K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 1.15% |
$7.67K - $9.58K
|
12.3K
$864K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.1K- 0.5% |
$274K - $342K
|
1.01M
$70.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$537 - $670
|
3.76K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.79KNew |
$311K - $388K
|
5.79K
$405K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$750K - $937K
|
14K
$978K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
407+ 7.56% |
$21.8K - $27.3K
|
5.79K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.1K+ 1.02% |
$1.29M - $1.62M
|
2.39M
$167M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.9% |
$2.41K - $3.02K
|
4.97K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
144+ 0.31% |
$7.73K - $9.65K
|
47.4K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-121- 0.49% |
$6.49K - $8.11K
|
24.5K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.12KNew |
$167K - $209K
|
3.12K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67.3K- 17.7% |
$3.61M - $4.51M
|
313K
$21.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.13K+ 2.66% |
$222K - $277K
|
159K
$11.2M
|