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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-462- 26.61% |
$21.1K - $21.8K
|
1.27K
$82.5K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.19KNew |
$238K - $245K
|
5.19K
$336K
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$953K - $982K
|
20.8K
$1.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$3.11K - $3.2K
|
68
$4.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14.9KNew |
$683K - $704K
|
14.9K
$967K
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.7KNew |
$2.5M - $2.58M
|
54.7K
$3.54M
|
|
|
Aug 09, 2021
Q2 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
55.7KNew |
$2.55M - $2.63M
|
55.7K
$3.61M
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
760New |
$34.8K - $35.8K
|
760
$49.2K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$557K - $574K
|
12.2K
$788K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.94KNew |
$226K - $233K
|
4.94K
$320K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.28KNew |
$104K - $107K
|
2.28K
$147K
|
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
35KNew |
$1.6M - $1.65M
|
35K
$2.27M
|
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
24.2KNew |
$1.11M - $1.14M
|
24.2K
$1.57M
|