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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.9K+ 38.84% |
$651K - $729K
|
39K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12.8K- 3.41% |
$764K - $855K
|
362K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-79- 0.14% |
$4.71K - $5.27K
|
56.1K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
6.91KNew |
$412K - $461K
|
6.91K
$471K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-281- 1.19% |
$16.8K - $18.7K
|
23.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
22+ 0.22% |
$1.31K - $1.47K
|
10.2K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 2.8% |
$168K - $188K
|
98.1K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
770K+ 44.9% |
$45.9M - $51.4M
|
2.49M
$170M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 16.05% |
$181K - $203K
|
22K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
18.5K+ 3.75% |
$1.1M - $1.23M
|
512K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-6.9K- 15.66% |
$411K - $460K
|
37.1K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-774- 0.77% |
$46.1K - $51.6K
|
99.4K
$6.78M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.3K+ 26.21% |
$316K - $353K
|
25.5K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$229K - $256K
|
3.83K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-756- 14.32% |
$45.1K - $50.4K
|
4.52K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.56K+ 7.81% |
$331K - $371K
|
76.7K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
485+ 8.97% |
$28.9K - $32.4K
|
5.89K
$402K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
344K+ 21.7% |
$20.5M - $22.9M
|
1.93M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.61K+ 17.43% |
$155K - $174K
|
17.6K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-28- 0.65% |
$1.67K - $1.87K
|
4.29K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.9KNew |
$1.78M - $1.99M
|
29.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-85- 0.94% |
$5.07K - $5.67K
|
8.94K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.97K- 72.1% |
$535K - $598K
|
3.47K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.1K- 8.0% |
$2.87M - $3.21M
|
554K
$37.8M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.23% |
$596 - $667
|
4.3K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.26K+ 75.28% |
$313K - $351K
|
12.2K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.21% |
$835 - $934
|
6.53K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.32% |
$59.6 - $66.7
|
316
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3KClosed |
$77.3K - $86.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 12.02% |
$221K - $247K
|
27.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-7.68K- 4.66% |
$458K - $512K
|
157K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-186- 0.97% |
$11.1K - $12.4K
|
19K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
82.5KNew |
$4.92M - $5.51M
|
82.5K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.66K+ 8.15% |
$98.7K - $110K
|
22K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.28K- 1.82% |
$195K - $219K
|
177K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.1K+ 366.92% |
$602K - $673K
|
12.8K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-25- 0.25% |
$1.49K - $1.67K
|
10.2K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
103K+ 15.43% |
$6.14M - $6.87M
|
770K
$52.6M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.82K- 1.91% |
$347K - $388K
|
299K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.2K- 71.26% |
$2.1M - $2.35M
|
14.2K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-481- 5.04% |
$28.7K - $32.1K
|
9.07K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 1.9% |
$16.4K - $18.3K
|
14.2K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-448- 0.11% |
$26.7K - $29.9K
|
411K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.5K+ 220.43% |
$747K - $836K
|
18.2K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.8KNew |
$2.02M - $2.26M
|
33.8K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.25K+ 1.45% |
$134K - $150K
|
158K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 1.12% |
$62.5K - $70K
|
93K
$6.35M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.9K+ 9.34% |
$1.78M - $1.99M
|
350K
$23.9M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
845+ 17.44% |
$50.4K - $56.4K
|
5.69K
$388K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
709+ 1.05% |
$42.3K - $47.3K
|
68.5K
$4.68M
|