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 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
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
482New |
$28.7K - $32.2K
|
482
$33.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.9KNew |
$1.78M - $1.99M
|
29.9K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.26K+ 75.28% |
$313K - $351K
|
12.2K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-756- 14.32% |
$45.1K - $50.4K
|
4.52K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-481- 5.04% |
$28.7K - $32.1K
|
9.07K
$635K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 1.9% |
$16.4K - $18.3K
|
14.2K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-186- 0.97% |
$11.1K - $12.4K
|
19K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 6.98% |
$1.79K - $2K
|
400
$28K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-425- 5.71% |
$25.3K - $28.4K
|
7.02K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
845+ 17.44% |
$50.4K - $56.4K
|
5.69K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21.9KNew |
$1.31M - $1.46M
|
21.9K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 3.55% |
$25.8K - $28.8K
|
12.6K
$882K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.71K+ 0.51% |
$281K - $314K
|
928K
$64.9M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
736+ 0.71% |
$43.9K - $49.1K
|
105K
$7.34M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-78- 0.53% |
$4.65K - $5.2K
|
14.5K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-620- 2.42% |
$37K - $41.4K
|
25K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 70.38% |
$906K - $1.01M
|
6.4K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 33.79% |
$89.4K - $100K
|
2.94K
$206K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 11.29% |
$135K - $151K
|
22.3K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-529K- 98.77% |
$31.5M - $35.3M
|
6.58K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
10.7KNew |
$639K - $715K
|
10.7K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
270+ 30.37% |
$16.1K - $18K
|
1.16K
$81.1K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-33- 0.2% |
$1.97K - $2.2K
|
16.7K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31.2KNew |
$1.86M - $2.08M
|
31.2K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
4.99KNew |
$297K - $333K
|
4.99K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
133New |
$7.93K - $8.87K
|
133
$9.31K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.3KNew |
$612K - $685K
|
10.3K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$298K - $333K
|
5K
$350K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.4K+ 25.15% |
$980K - $1.1M
|
81.8K
$5.73M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-600- 5.18% |
$35.8K - $40K
|
11K
$769K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.23K- 16.24% |
$73.1K - $81.9K
|
6.33K
$443K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19.2K- 2.96% |
$1.14M - $1.28M
|
629K
$44M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 4.5% |
$59.6K - $66.7K
|
21.2K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-345- 1.57% |
$20.6K - $23K
|
21.7K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
267New |
$15.9K - $17.8K
|
267
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-876- 1.81% |
$52.2K - $58.4K
|
47.5K
$3.32M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
369New |
$22K - $24.6K
|
369
$25.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17KNew |
$1.01M - $1.13M
|
17K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.42% |
$2.15K - $2.4K
|
8.59K
$601K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$59.6 - $66.7
|
4.12K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-843- 8.47% |
$50.3K - $56.2K
|
9.12K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$284K - $318K
|
4.77K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 9.35% |
$68.8K - $77K
|
11.2K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-399- 1.6% |
$23.8K - $26.6K
|
24.5K
$1.71M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-153- 1.03% |
$9.12K - $10.2K
|
14.7K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-545- 2.0% |
$32.5K - $36.4K
|
26.7K
$1.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.58K- 97.22% |
$93.9K - $105K
|
45
$3.15K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.6K- 2.47% |
$1.05M - $1.18M
|
695K
$48.6M
|