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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.13K+ 9.88% |
$60.8K - $75.9K
|
12.6K
$860K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.27K+ 8.72% |
$122K - $152K
|
28.2K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-95- 0.34% |
$5.1K - $6.37K
|
27.9K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-143- 1.15% |
$7.67K - $9.58K
|
12.3K
$842K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.1K- 0.5% |
$274K - $342K
|
1.01M
$69.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$537 - $670
|
3.76K
$256K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5.79KNew |
$311K - $388K
|
5.79K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
14KNew |
$750K - $937K
|
14K
$954K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
407+ 7.56% |
$21.8K - $27.3K
|
5.79K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.1K+ 1.02% |
$1.29M - $1.62M
|
2.39M
$163M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.9% |
$2.41K - $3.02K
|
4.97K
$339K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
144+ 0.31% |
$7.73K - $9.65K
|
47.4K
$3.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-121- 0.49% |
$6.49K - $8.11K
|
24.5K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.12KNew |
$167K - $209K
|
3.12K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67.3K- 17.7% |
$3.61M - $4.51M
|
313K
$21.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.13K+ 2.66% |
$222K - $277K
|
159K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
862New |
$46.2K - $57.8K
|
862
$58.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.26K- 0.92% |
$67.5K - $84.4K
|
136K
$9.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
375+ 1.13% |
$20.1K - $25.1K
|
33.5K
$2.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.28% |
$1.88K - $2.35K
|
12.7K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.88KNew |
$316K - $394K
|
5.88K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-15.9K- 16.54% |
$850K - $1.06M
|
80K
$5.46M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $134
|
3.35K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 1.72% |
$1.48M - $1.85M
|
1.63M
$112M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.01K- 2.38% |
$215K - $269K
|
165K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
859+ 14.87% |
$46.1K - $57.6K
|
6.64K
$453K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16+ 0.28% |
$858 - $1.07K
|
5.82K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-93- 0.16% |
$4.99K - $6.23K
|
56.3K
$3.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
548+ 6.64% |
$29.4K - $36.7K
|
8.8K
$601K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31.9K+ 6.69% |
$1.71M - $2.14M
|
509K
$34.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$10.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.91K+ 1.93% |
$210K - $262K
|
206K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$105M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 2.76% |
$971K - $1.21M
|
637K
$43.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
685+ 0.72% |
$36.8K - $45.9K
|
96.1K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$55.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
48+ 0.27% |
$2.58K - $3.22K
|
17.7K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32.2K+ 876.47% |
$1.73M - $2.16M
|
35.9K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15+ 0.12% |
$805 - $1.01K
|
12.4K
$848K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$7.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.62KNew |
$409K - $511K
|
7.62K
$520K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$80.3M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
35.3KNew |
$1.89M - $2.36M
|
35.3K
$2.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.28% |
$590 - $737
|
3.88K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147New |
$7.89K - $9.85K
|
147
$10K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.01K- 18.01% |
$54.2K - $67.8K
|
4.6K
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.1K- 50.02% |
$59.2K - $74K
|
1.1K
$75.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
17.3KNew |
$929K - $1.16M
|
17.3K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.33KNew |
$125K - $156K
|
2.33K
$159K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.05K+ 0.72% |
$56.4K - $70.5K
|
147K
$10M
|