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 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.4K+ 31.5% |
$1.03M - $1.15M
|
76.9K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
480+ 0.39% |
$26.9K - $29.9K
|
122K
$7.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$280 - $311
|
5.4K
$350K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-136- 2.59% |
$7.62K - $8.46K
|
5.11K
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-915- 3.15% |
$51.3K - $56.9K
|
28.1K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 1.5% |
$1.05M - $1.16M
|
1.27M
$82.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.29K- 21.89% |
$184K - $204K
|
11.7K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.35K+ 6.48% |
$75.7K - $84K
|
22.2K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.56KNew |
$199K - $221K
|
3.56K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.33K+ 4.88% |
$186K - $207K
|
71.4K
$4.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.25K+ 5.95% |
$70.2K - $77.9K
|
22.3K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
753+ 8.94% |
$42.2K - $46.8K
|
9.17K
$594K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-274- 0.27% |
$15.4K - $17K
|
101K
$6.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.96K+ 3.9% |
$558K - $620K
|
265K
$17.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
26+ 0.01% |
$1.46K - $1.62K
|
226K
$14.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.07% |
$1.12K - $1.24K
|
27.4K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
8.11K+ 14.78% |
$454K - $504K
|
62.9K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-305- 0.46% |
$17.1K - $19K
|
65.4K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5+ 0.0% |
$280 - $311
|
155K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
495K+ 37.36% |
$27.8M - $30.8M
|
1.82M
$118M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-60- 0.09% |
$3.36K - $3.73K
|
65.2K
$4.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.05% |
$111K - $123K
|
94.7K
$6.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.33K- 15.0% |
$74.7K - $82.9K
|
7.56K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
6.01KNew |
$337K - $374K
|
6.01K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13.1K- 11.69% |
$734K - $815K
|
99K
$6.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.32% |
$1.57K - $1.74K
|
8.84K
$572K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-210- 0.27% |
$11.8K - $13.1K
|
78.9K
$5.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.5K- 1.74% |
$813K - $903K
|
820K
$53.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 3.24% |
$1.51K - $1.68K
|
807
$52.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.48KNew |
$251K - $279K
|
4.48K
$290K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-186- 0.77% |
$10.4K - $11.6K
|
23.9K
$1.55M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
83.2K+ 105.94% |
$4.66M - $5.17M
|
162K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-865- 3.04% |
$48.5K - $53.8K
|
27.6K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.24% |
$672 - $746
|
4.97K
$321K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.2KNew |
$742K - $823K
|
13.2K
$857K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-150- 0.95% |
$8.41K - $9.33K
|
15.7K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-404- 8.53% |
$22.6K - $25.1K
|
4.33K
$280K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.38K+ 5.51% |
$77.2K - $85.6K
|
26.4K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17.5KNew |
$980K - $1.09M
|
17.5K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-205K- 64.55% |
$11.5M - $12.7M
|
112K
$7.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25K- 2.0% |
$1.4M - $1.55M
|
1.23M
$79.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-820- 0.41% |
$46K - $51K
|
199K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-9.29K- 5.63% |
$521K - $578K
|
156K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-220- 1.91% |
$12.3K - $13.7K
|
11.3K
$732K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.3K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$504 - $560
|
3.37K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
12.8K+ 36.02% |
$720K - $799K
|
48.5K
$3.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$1.23K - $1.37K
|
8.53K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 9.3% |
$1.26M - $1.4M
|
264K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$1.01K - $1.12K
|
23.1K
$1.49M
|