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 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.63KNew |
$134K - $150K
|
2.63K
$184K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.21% |
$609 - $684
|
5.63K
$394K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12K- 18.5% |
$608K - $683K
|
52.8K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
5.72KNew |
$291K - $326K
|
5.72K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$78.2K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$6.5M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$812K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.15KNew |
$109K - $123K
|
2.15K
$151K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
64KNew |
$3.25M - $3.65M
|
64K
$4.48M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-7.04K- 12.69% |
$357K - $401K
|
48.4K
$3.39M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.7K+ 90.4% |
$697K - $782K
|
28.9K
$2.02M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.52K- 67.85% |
$229K - $257K
|
2.14K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.53KNew |
$230K - $258K
|
4.53K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.58KNew |
$487K - $546K
|
9.58K
$671K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.91K- 13.42% |
$249K - $280K
|
31.7K
$2.22M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$9.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.57KNew |
$181K - $203K
|
3.57K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.8KNew |
$550K - $617K
|
10.8K
$757K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.28M - $1.44M
|
25.2K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37K- 87.47% |
$1.88M - $2.11M
|
5.3K
$371K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.4K- 58.15% |
$173K - $194K
|
2.45K
$171K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.49KNew |
$75.7K - $85K
|
1.49K
$104K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.28K- 11.49% |
$56.8K - $66.3K
|
9.83K
$687K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$82.8K - $96.7K
|
1.86K
$130K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$178 - $208
|
4
$280
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
7.21KNew |
$321K - $375K
|
7.21K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
160+ 0.4% |
$7.12K - $8.32K
|
40.1K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$151K - $176K
|
3.39K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$89 - $104
|
536
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.29KNew |
$191K - $223K
|
4.29K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.74KNew |
$344K - $402K
|
7.74K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.45% |
$579 - $676
|
2.88K
$202K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.48KNew |
$66.1K - $77.2K
|
1.48K
$104K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
46+ 0.46% |
$2.05K - $2.39K
|
10.1K
$708K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
7.29KNew |
$324K - $379K
|
7.29K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.71KNew |
$210K - $245K
|
4.71K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.88K- 28.66% |
$83.9K - $98K
|
4.69K
$328K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
6.52KNew |
$290K - $339K
|
6.52K
$456K
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
8.98KNew |
$400K - $467K
|
8.98K
$628K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.71K- 8.68% |
$165K - $193K
|
39K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.54KNew |
$202K - $236K
|
4.54K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100+ 0.46% |
$4.45K - $5.2K
|
21.9K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.06KNew |
$181K - $211K
|
4.06K
$284K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$182K - $212K
|
4.08K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
4.13KNew |
$184K - $215K
|
4.13K
$289K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-3.91K- 34.49% |
$174K - $204K
|
7.43K
$520K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
259New |
$11.5K - $13.5K
|
259
$18.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-24- 0.3% |
$1.07K - $1.25K
|
8.06K
$564K
|
|