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 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-45- 0.32% |
$2.52K - $2.8K
|
13.9K
$900K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 0.54% |
$2.24K - $2.49K
|
7.3K
$473K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-248- 0.95% |
$13.9K - $15.4K
|
26K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
378KNew |
$21.2M - $23.5M
|
378K
$24.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-510- 0.31% |
$28.6K - $31.7K
|
165K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.58K- 0.64% |
$369K - $409K
|
1.03M
$66.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 13.07% |
$66.7K - $74.1K
|
10.3K
$667K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 2.36% |
$19.4K - $21.5K
|
15K
$972K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.6K- 4.73% |
$652K - $724K
|
235K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.92K- 8.43% |
$108K - $119K
|
20.9K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
14.2K+ 1.48% |
$795K - $882K
|
975K
$63.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.75K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-95- 0.1% |
$5.32K - $5.91K
|
92.9K
$6.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
149+ 0.16% |
$8.35K - $9.27K
|
93.3K
$6.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.0% |
$168 - $187
|
1.77M
$114M
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64KNew |
$316K - $351K
|
5.64K
$365K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.75K- 18.53% |
$98.1K - $109K
|
7.7K
$498K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 7.22% |
$81.5K - $90.5K
|
21.6K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.7K+ 58.32% |
$1.78M - $1.97M
|
86.1K
$5.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-16.8K- 18.0% |
$940K - $1.04M
|
76.4K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
25+ 0.25% |
$1.4K - $1.56K
|
10.2K
$659K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-24.3K- 3.93% |
$1.36M - $1.51M
|
593K
$38.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.7K- 0.64% |
$1.5M - $1.66M
|
4.12M
$267M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.6KNew |
$538K - $597K
|
9.6K
$621K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20.1K- 17.24% |
$1.12M - $1.25M
|
96.3K
$6.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
752New |
$42.1K - $46.8K
|
752
$48.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.34K- 0.46% |
$131K - $145K
|
509K
$32.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.15K+ 9.5% |
$176K - $196K
|
36.2K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-501- 2.2% |
$28.1K - $31.2K
|
22.3K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 1.6% |
$280K - $311K
|
307K
$19.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.19% |
$5.44K - $6.03K
|
50.8K
$3.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.5K+ 18.84% |
$1.15M - $1.28M
|
130K
$8.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$56 - $62.2
|
259
$16.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 7.43% |
$128K - $142K
|
33.1K
$2.14M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
8.41K+ 0.51% |
$471K - $523K
|
1.66M
$107M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
168+ 1.39% |
$9.41K - $10.4K
|
12.2K
$791K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
121K+ 17.35% |
$6.81M - $7.56M
|
822K
$53.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 2.71% |
$42.1K - $46.7K
|
26.9K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
49.1K+ 61.8% |
$2.75M - $3.06M
|
129K
$8.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
280New |
$15.7K - $17.4K
|
280
$18.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.91K- 5.06% |
$163K - $181K
|
54.5K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.53K+ 2.39% |
$86K - $95.4K
|
65.7K
$4.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
9.86K+ 19.88% |
$552K - $613K
|
59.4K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-40K- 3.59% |
$2.24M - $2.49M
|
1.08M
$69.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
4.26K+ 0.87% |
$239K - $265K
|
495K
$32M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.52KNew |
$309K - $343K
|
5.52K
$357K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.37K+ 4.17% |
$133K - $147K
|
59.1K
$3.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.68K+ 4.29% |
$374K - $415K
|
162K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.56K- 2.01% |
$199K - $221K
|
173K
$11.2M
|