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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 98.56% |
$74.6K - $85.1K
|
28
$1.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.39K+ 10.76% |
$54.1K - $61.7K
|
14.3K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.61KNew |
$218K - $249K
|
5.61K
$363K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
4.18KNew |
$163K - $185K
|
4.18K
$271K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.26KNew |
$88K - $100K
|
2.26K
$147K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$199K - $227K
|
5.12K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5+ 0.01% |
$194 - $222
|
46.6K
$3.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.67KNew |
$220K - $251K
|
5.67K
$367K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 78.21% |
$47.4K - $54.1K
|
340
$22K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.14K+ 43.62% |
$161K - $184K
|
13.6K
$883K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.68KNew |
$260K - $296K
|
6.68K
$433K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
6.96K+ 0.65% |
$270K - $308K
|
1.08M
$69.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$194K - $221K
|
4.99K
$323K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-386- 1.45% |
$15K - $17.1K
|
26.2K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
1.25KNew |
$48.5K - $55.3K
|
1.25K
$80.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
235New |
$9.13K - $10.4K
|
235
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.52K- 39.05% |
$98K - $112K
|
3.94K
$255K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
72.8KNew |
$2.83M - $3.23M
|
72.8K
$4.71M
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35KNew |
$208K - $249K
|
5.35K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-180- 2.88% |
$6.99K - $8.38K
|
6.06K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.98K- 35.02% |
$349K - $418K
|
16.7K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 54.7% |
$248K - $298K
|
5.3K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
198K+ 110.8% |
$7.7M - $9.23M
|
377K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.9K+ 38.65% |
$1.63M - $1.95M
|
150K
$9.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$388 - $466
|
10
$647
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.15KNew |
$44.4K - $53.3K
|
1.15K
$74.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.3K- 9.4% |
$89.3K - $107K
|
22.2K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.33K- 19.33% |
$51.4K - $61.7K
|
5.53K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$122K - $146K
|
3.14K
$203K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-950- 8.25% |
$36.9K - $44.2K
|
10.6K
$684K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
60+ 0.4% |
$2.33K - $2.79K
|
15.1K
$978K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6K- 66.67% |
$233K - $279K
|
3K
$194K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2K- 7.29% |
$77.6K - $93.1K
|
25.4K
$1.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.3K- 99.99% |
$514K - $617K
|
1
$64.7
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
8.35KNew |
$324K - $389K
|
8.35K
$540K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.43% |
$194 - $233
|
1.17K
$75.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
206KNew |
$7.98M - $9.57M
|
206K
$13.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
14K+ 1.14% |
$544K - $653K
|
1.25M
$80.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-716- 4.34% |
$27.8K - $33.3K
|
15.8K
$1.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.03KNew |
$78.8K - $94.6K
|
2.03K
$131K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
33+ 0.16% |
$1.28K - $1.54K
|
20.9K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11- 0.16% |
$427 - $512
|
6.86K
$444K
|
|
| Q2 2022 | |||||||
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1K+ 11.71% |
$39.8K - $49.7K
|
9.58K
$620K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$750K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.12% |
$951 - $1.19K
|
20.8K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-319- 24.18% |
$12.6K - $15.8K
|
1K
$64.7K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.49% |
$39.6 - $49.5
|
205
$13.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$353K - $441K
|
8.91K
$576K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.55KClosed |
$260K - $324K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.47KClosed |
$97.8K - $122K
|
0
$0
|
|