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 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.28% |
$1.88K - $2.35K
|
12.7K
$891K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.88KNew |
$316K - $394K
|
5.88K
$411K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-15.9K- 16.54% |
$850K - $1.06M
|
80K
$5.6M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $134
|
3.35K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 1.72% |
$1.48M - $1.85M
|
1.63M
$114M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.01K- 2.38% |
$215K - $269K
|
165K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
859+ 14.87% |
$46.1K - $57.6K
|
6.64K
$464K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16+ 0.28% |
$858 - $1.07K
|
5.82K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-93- 0.16% |
$4.99K - $6.23K
|
56.3K
$3.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
548+ 6.64% |
$29.4K - $36.7K
|
8.8K
$616K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31.9K+ 6.69% |
$1.71M - $2.14M
|
509K
$35.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.91K+ 1.93% |
$210K - $262K
|
206K
$14.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$107M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 2.76% |
$971K - $1.21M
|
637K
$44.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
685+ 0.72% |
$36.8K - $45.9K
|
96.1K
$6.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$56.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
48+ 0.27% |
$2.58K - $3.22K
|
17.7K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32.2K+ 876.47% |
$1.73M - $2.16M
|
35.9K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15+ 0.12% |
$805 - $1.01K
|
12.4K
$869K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$7.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.62KNew |
$409K - $511K
|
7.62K
$533K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$82.4M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
35.3KNew |
$1.89M - $2.36M
|
35.3K
$2.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.28% |
$590 - $737
|
3.88K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147New |
$7.89K - $9.85K
|
147
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.1K- 50.02% |
$59.2K - $74K
|
1.1K
$77.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.01K- 18.01% |
$54.2K - $67.8K
|
4.6K
$322K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
17.3KNew |
$929K - $1.16M
|
17.3K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.33KNew |
$125K - $156K
|
2.33K
$163K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.05K+ 0.72% |
$56.4K - $70.5K
|
147K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 0.24% |
$3.06K - $3.82K
|
24.1K
$1.69M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
965+ 0.14% |
$51.8K - $64.7K
|
675K
$47.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-90- 0.08% |
$4.83K - $6.03K
|
110K
$7.71M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.7K- 6.97% |
$950K - $1.19M
|
236K
$16.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-451- 12.12% |
$24.2K - $30.2K
|
3.27K
$229K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
97.9K+ 16.38% |
$5.25M - $6.56M
|
696K
$48.7M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
10.6K+ 11.16% |
$633K - $708K
|
106K
$7.4M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.86KNew |
$290K - $324K
|
4.86K
$340K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.21% |
$417 - $467
|
3.39K
$237K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.14KNew |
$187K - $210K
|
3.14K
$220K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.84K- 12.4% |
$169K - $189K
|
20K
$1.4M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.48K- 49.99% |
$207K - $232K
|
3.48K
$243K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
312+ 3.77% |
$18.6K - $20.8K
|
8.59K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.32KNew |
$496K - $555K
|
8.32K
$582K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423+ 0.94% |
$25.2K - $28.2K
|
45.6K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 1.97% |
$82.6K - $92.4K
|
68.8K
$4.82M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
535+ 5.6% |
$31.9K - $35.7K
|
10.1K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-38.6K- 69.19% |
$2.3M - $2.57M
|
17.2K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
73.6KNew |
$4.39M - $4.91M
|
73.6K
$5.15M
|
|