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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
11.7K+ 14.0% |
$625K - $781K
|
94.9K
$6.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
17+ 0.31% |
$912 - $1.14K
|
5.43K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.21K+ 28.89% |
$65.1K - $81.3K
|
5.41K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
573+ 0.07% |
$30.7K - $38.4K
|
767K
$52.3M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$912 - $1.14K
|
15.7K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
8.47K+ 4.24% |
$455K - $568K
|
208K
$14.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-628- 16.2% |
$33.7K - $42.1K
|
3.25K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17.6KNew |
$946K - $1.18M
|
17.6K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.65KNew |
$196K - $245K
|
3.65K
$249K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
126+ 1.06% |
$6.76K - $8.44K
|
12K
$819K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
4.41K+ 14.45% |
$237K - $296K
|
34.9K
$2.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-554- 2.99% |
$29.7K - $37.1K
|
18K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
15.1K+ 21.28% |
$808K - $1.01M
|
85.8K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-906K- 95.49% |
$48.6M - $60.7M
|
42.8K
$2.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
265+ 0.09% |
$14.2K - $17.8K
|
296K
$20.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
3.26KNew |
$175K - $218K
|
3.26K
$222K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-237- 0.39% |
$12.7K - $15.9K
|
60.7K
$4.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.8K+ 5.06% |
$738K - $922K
|
286K
$19.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.45K- 62.66% |
$132K - $164K
|
1.46K
$99.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
138+ 0.97% |
$7.4K - $9.25K
|
14.3K
$977K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 21.02% |
$55.8K - $69.8K
|
3.91K
$267K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-14.6K- 2.01% |
$783K - $978K
|
712K
$48.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95.3K+ 11.66% |
$5.11M - $6.38M
|
912K
$62.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-199K- 95.25% |
$10.7M - $13.3M
|
9.92K
$677K
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
SELL
|
- |
-89- 0.3% |
$4.77K - $5.96K
|
30.1K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.71K+ 2.86% |
$414K - $517K
|
277K
$18.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.66K+ 0.68% |
$143K - $178K
|
392K
$26.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.11K+ 65.34% |
$274K - $342K
|
12.9K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
13+ 0.27% |
$697 - $871
|
4.86K
$332K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.49K- 6.4% |
$241K - $301K
|
65.7K
$4.48M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-262- 1.47% |
$14.1K - $17.6K
|
17.5K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
5.66K+ 186.49% |
$304K - $379K
|
8.7K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
17+ 0.14% |
$912 - $1.14K
|
12.4K
$847K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
373+ 21.88% |
$20K - $25K
|
2.08K
$142K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-250- 1.17% |
$13.4K - $16.8K
|
21.1K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
57.3K+ 9.75% |
$3.07M - $3.84M
|
645K
$44M
|
|
|
Jul 17, 2025
Q2 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.28% |
$161 - $201
|
1.07K
$73.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.51K- 0.49% |
$135K - $168K
|
505K
$34.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-121- 0.55% |
$6.49K - $8.11K
|
21.9K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.28K- 2.35% |
$122K - $153K
|
95.1K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.01% |
$53.7 - $67
|
13.8K
$941K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
66+ 0.11% |
$3.54K - $4.42K
|
59.3K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
412+ 0.22% |
$22.1K - $27.6K
|
188K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$107 - $134
|
824
$56.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
3.05K+ 2.81% |
$163K - $204K
|
111K
$7.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
6.07K+ 61.47% |
$326K - $407K
|
15.9K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 48.43% |
$1.52M - $1.9M
|
86.9K
$5.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
27.2K+ 2.27% |
$1.46M - $1.82M
|
1.22M
$83.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.3K+ 28.03% |
$392K - $489K
|
33.4K
$2.28M
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
441+ 1.98% |
$23.7K - $29.6K
|
22.7K
$1.55M
|