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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.91KClosed |
$83.7K - $92.1K
|
0
$0
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
8.39KNew |
$367K - $404K
|
8.39K
$543K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.82K- 3.87% |
$79.7K - $87.7K
|
45.3K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.82KNew |
$167K - $184K
|
3.82K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$185K - $203K
|
4.22K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-50- 0.56% |
$2.19K - $2.41K
|
8.81K
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-185- 1.48% |
$8.1K - $8.91K
|
12.4K
$799K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$2.09M - $2.3M
|
47.7K
$3.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
300+ 1.41% |
$13.1K - $14.4K
|
21.5K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$188K - $207K
|
4.31K
$279K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$197K - $217K
|
4.5K
$291K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.97% |
$4.86K - $5.35K
|
5.53K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.92K+ 46.44% |
$391K - $430K
|
28.1K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4KNew |
$175K - $193K
|
4K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
46.6K+ 3.62% |
$2.04M - $2.24M
|
1.33M
$86.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-206- 3.69% |
$9.02K - $9.92K
|
5.37K
$348K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
49+ 0.33% |
$2.14K - $2.36K
|
14.8K
$956K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.23K- 42.89% |
$141K - $155K
|
4.29K
$278K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
4.39KNew |
$192K - $212K
|
4.39K
$284K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.28KNew |
$56K - $61.6K
|
1.28K
$82.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$79.7K - $87.7K
|
1.82K
$118K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$339K - $373K
|
7.75K
$502K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-73.4KClosed |
$3.03M - $3.34M
|
0
$0
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.31% |
$454 - $500
|
3.51K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.19KNew |
$297K - $327K
|
7.19K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
7.05KNew |
$291K - $320K
|
7.05K
$456K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.46KNew |
$390K - $430K
|
9.46K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.13K+ 5.46% |
$46.7K - $51.5K
|
21.9K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.74KNew |
$361K - $397K
|
8.74K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
753+ 12.28% |
$31.1K - $34.2K
|
6.89K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$140K - $154K
|
3.39K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$5.77M - $6.35M
|
140K
$9.05M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1KNew |
$416K - $459K
|
10.1K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
408New |
$16.8K - $18.5K
|
408
$26.4K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.57K+ 2.5% |
$64.6K - $71.2K
|
64.3K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.8KNew |
$1.06M - $1.17M
|
25.8K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
889New |
$36.7K - $40.4K
|
889
$57.5K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.9K- 2.88% |
$78.4K - $86.3K
|
64K
$4.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.17KNew |
$213K - $235K
|
5.17K
$334K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$187K - $206K
|
4.54K
$294K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.33% |
$64K - $70.6K
|
30.7K
$1.98M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
28+ 0.31% |
$1.15K - $1.27K
|
8.97K
$580K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$191K - $211K
|
4.64K
$300K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-878- 5.24% |
$36.2K - $39.9K
|
15.9K
$1.03M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
811New |
$31.5K - $35.9K
|
811
$52.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 10.05% |
$26.5K - $30.3K
|
6.12K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 6.57% |
$38.9K - $44.3K
|
16.2K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 14.31% |
$58.4K - $66.7K
|
9K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
167+ 2.9% |
$6.49K - $7.4K
|
5.92K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.41% |
$194 - $222
|
1.21K
$78.4K
|
|