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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500+ 0.51% |
$28K - $31.1K
|
98K
$6.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-319- 4.44% |
$17.9K - $19.8K
|
6.86K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
63+ 0.13% |
$3.53K - $3.92K
|
50.2K
$3.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.56K+ 2.68% |
$200K - $221K
|
136K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 6.9% |
$61.8K - $68.6K
|
17.1K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.1% |
$4.93K - $5.47K
|
87K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-122- 0.92% |
$6.84K - $7.59K
|
13.1K
$849K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$280 - $311
|
1.76K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-490- 2.12% |
$27.5K - $30.5K
|
22.6K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.26KNew |
$183K - $203K
|
3.26K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
821+ 11.68% |
$46K - $51.1K
|
7.85K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-236- 1.56% |
$13.2K - $14.7K
|
14.9K
$964K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.33K- 2.12% |
$130K - $145K
|
107K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.67K- 1.62% |
$93.5K - $104K
|
101K
$6.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.48K- 1.39% |
$82.8K - $91.9K
|
104K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-67- 0.06% |
$3.75K - $4.17K
|
112K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
180K+ 46.58% |
$10.1M - $11.2M
|
567K
$36.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31+ 0.26% |
$1.74K - $1.93K
|
12.2K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-45.1K- 79.28% |
$2.53M - $2.81M
|
11.8K
$763K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 5.78% |
$852K - $945K
|
248K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.51K- 50.0% |
$253K - $280K
|
4.51K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-373- 5.55% |
$20.9K - $23.2K
|
6.35K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-666- 0.51% |
$37.3K - $41.4K
|
131K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 0.94% |
$868K - $964K
|
1.63M
$106M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36+ 12.68% |
$2.02K - $2.24K
|
320
$20.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8.69K- 8.4% |
$487K - $541K
|
94.8K
$6.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.73% |
$672 - $746
|
1.62K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.75K+ 92.1% |
$491K - $544K
|
18.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.38K+ 23.24% |
$301K - $334K
|
28.5K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.41K- 5.78% |
$78.8K - $87.5K
|
22.9K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-79.8K- 1.58% |
$4.47M - $4.97M
|
4.96M
$321M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
8.14K+ 36.22% |
$456K - $506K
|
30.6K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1K+ 3.24% |
$1.07M - $1.19M
|
608K
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$2.97K - $3.3K
|
53
$3.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
137+ 0.25% |
$7.68K - $8.52K
|
56K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
677+ 2.72% |
$37.9K - $42.1K
|
25.6K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-836- 8.05% |
$46.8K - $52K
|
9.55K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 3.59% |
$1.98M - $2.2M
|
1.02M
$66M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-131- 2.52% |
$7.34K - $8.15K
|
5.07K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-99- 0.89% |
$5.55K - $6.16K
|
11K
$710K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.76K- 1.73% |
$491K - $545K
|
499K
$32.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.18KNew |
$290K - $322K
|
5.18K
$335K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 9.02% |
$10.4M - $11.6M
|
2.25M
$146M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-494- 0.55% |
$27.7K - $30.7K
|
88.7K
$5.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.02% |
$56 - $62.2
|
4.2K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-236- 0.31% |
$13.2K - $14.7K
|
74.7K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
116KNew |
$6.51M - $7.23M
|
116K
$7.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.25% |
$1.79K - $1.99K
|
12.9K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-200- 3.47% |
$11.2K - $12.4K
|
5.57K
$360K
|