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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.37% |
$60.8K - $67.5K
|
23.7K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-385- 0.19% |
$21.6K - $23.9K
|
197K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
13.1K+ 3.49% |
$737K - $818K
|
390K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171K+ 1136.29% |
$9.59M - $10.6M
|
186K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
24K+ 16.03% |
$1.34M - $1.49M
|
174K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-760- 2.7% |
$42.6K - $47.3K
|
27.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
$2.41K - $2.67K
|
24.3K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 1.32% |
$68.9K - $76.5K
|
91.7K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.95K+ 0.46% |
$109K - $121K
|
429K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 4.98% |
$1.93M - $2.15M
|
659K
$42.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
739+ 6.59% |
$41.4K - $46K
|
12K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-916- 5.14% |
$51.3K - $57K
|
16.9K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 14.15% |
$70.3K - $78.1K
|
7.62K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.95K+ 19.16% |
$165K - $184K
|
18.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 0.25% |
$897 - $995
|
6.49K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.49K+ 0.78% |
$364K - $404K
|
837K
$54.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
611+ 1.43% |
$34.2K - $38K
|
43.4K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.83KNew |
$103K - $114K
|
1.83K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-53- 0.12% |
$2.97K - $3.3K
|
44K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 21.12% |
$96.1K - $107K
|
6.4K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.27K+ 13.55% |
$127K - $141K
|
19K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
191+ 5.69% |
$10.7K - $11.9K
|
3.55K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-860- 1.58% |
$48.2K - $53.5K
|
53.4K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-193- 0.38% |
$10.8K - $12K
|
51K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4KNew |
$224K - $248K
|
4K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.28K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-154- 1.06% |
$8.63K - $9.58K
|
14.4K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.13K+ 55.43% |
$175K - $195K
|
8.77K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
206K+ 181.73% |
$11.6M - $12.8M
|
320K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-516- 2.85% |
$28.9K - $32.1K
|
17.6K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 15.5% |
$9.73M - $10.8M
|
1.29M
$83.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 5.78% |
$99.2K - $110K
|
28.9K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
410+ 1.52% |
$23K - $25.5K
|
27.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-112K- 8.34% |
$6.27M - $6.96M
|
1.23M
$79.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.98K- 9.55% |
$279K - $310K
|
47.2K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 3.36% |
$6.82M - $7.57M
|
3.5M
$227M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.74M+ 48948.8% |
$490M - $543M
|
8.75M
$567M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
1.64KNew |
$91.9K - $102K
|
1.64K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 2.91% |
$104K - $116K
|
65.9K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.9K+ 28.5% |
$331K - $367K
|
26.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 85.37% |
$189K - $210K
|
7.33K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.51K+ 9.58% |
$196K - $218K
|
40.1K
$2.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
10.7K+ 2.67% |
$600K - $665K
|
411K
$26.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.35K- 17.11% |
$524K - $582K
|
45.3K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8.99K+ 13.36% |
$504K - $559K
|
76.2K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 13.58% |
$1.29M - $1.43M
|
146K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 3.4% |
$2.09M - $2.32M
|
1.13M
$73.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 12.21% |
$152K - $169K
|
19.6K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
2+ 0.05% |
$112 - $124
|
4.43K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
5.63K+ 0.77% |
$316K - $350K
|
734K
$47.5M
|