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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.55K+ 79.17% |
$231K - $259K
|
10.3K
$667K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
359New |
$18.2K - $20.5K
|
359
$23.2K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.83KNew |
$195K - $218K
|
3.83K
$248K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-445- 52.66% |
$22.6K - $25.4K
|
400
$25.9K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.3KNew |
$269K - $302K
|
5.3K
$343K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.46K- 61.52% |
$175K - $197K
|
2.16K
$140K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
447New |
$22.7K - $25.5K
|
447
$28.9K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63KNew |
$134K - $150K
|
2.63K
$170K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
5.2K+ 168.51% |
$264K - $296K
|
8.29K
$536K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$370K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12K- 18.5% |
$608K - $683K
|
52.8K
$3.42M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$609 - $684
|
5.63K
$364K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$291K - $326K
|
5.72K
$370K
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$72.4K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$6.01M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-653- 26.3% |
$33.2K - $37.2K
|
1.83K
$118K
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$751K
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
64KNew |
$3.25M - $3.65M
|
64K
$4.14M
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
43.8KNew |
$2.22M - $2.49M
|
43.8K
$2.83M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.15KNew |
$109K - $123K
|
2.15K
$139K
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-7.04K- 12.69% |
$357K - $401K
|
48.4K
$3.13M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.7K+ 90.4% |
$697K - $782K
|
28.9K
$1.87M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.52K- 67.85% |
$229K - $257K
|
2.14K
$139K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.53KNew |
$230K - $258K
|
4.53K
$293K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$370K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.91K- 13.42% |
$249K - $280K
|
31.7K
$2.05M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.58KNew |
$487K - $546K
|
9.58K
$620K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.57KNew |
$181K - $203K
|
3.57K
$231K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$8.41K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-235- 9.55% |
$11.9K - $13.4K
|
2.23K
$144K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.8KNew |
$550K - $617K
|
10.8K
$700K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.28M - $1.44M
|
25.2K
$1.63M
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.4K- 58.15% |
$173K - $194K
|
2.45K
$159K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37K- 87.47% |
$1.88M - $2.11M
|
5.3K
$343K
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.68KNew |
$187K - $209K
|
3.68K
$238K
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-717- 3.57% |
$36.4K - $40.9K
|
19.4K
$1.25M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.49KNew |
$75.7K - $85K
|
1.49K
$96.5K
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-17K- 50.49% |
$864K - $970K
|
16.7K
$1.08M
|
|
Q4 2023 | |||||||
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.09% |
$356 - $416
|
8.88K
$574K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.28K- 11.49% |
$56.8K - $66.3K
|
9.83K
$636K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$82.8K - $96.7K
|
1.86K
$120K
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
154K+ 35.32% |
$6.85M - $8.01M
|
590K
$38.2M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$178 - $208
|
4
$259
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
160+ 0.4% |
$7.12K - $8.32K
|
40.1K
$2.6M
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.21KNew |
$321K - $375K
|
7.21K
$467K
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-215- 0.78% |
$9.57K - $11.2K
|
27.3K
$1.76M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$151K - $176K
|
3.39K
$219K
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$191K - $223K
|
4.29K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$89 - $104
|
536
$34.7K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.74KNew |
$344K - $402K
|
7.74K
$501K
|