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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 11.69% |
$177K - $197K
|
30.2K
$1.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
6.26K+ 117.5% |
$351K - $390K
|
11.6K
$750K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-472- 3.75% |
$26.5K - $29.4K
|
12.1K
$784K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
158+ 1316.67% |
$8.85K - $9.83K
|
170
$11K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.4K+ 2.19% |
$1.2M - $1.33M
|
998K
$64.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
194K+ 669.99% |
$10.9M - $12.1M
|
223K
$14.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$56 - $62.2
|
26.5K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.7KNew |
$264K - $292K
|
4.7K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$336 - $373
|
3.51K
$227K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
443K+ 182.09% |
$24.8M - $27.6M
|
687K
$44.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.21K+ 1.17% |
$67.9K - $75.3K
|
105K
$6.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$224 - $249
|
1.82K
$118K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$189K - $210K
|
3.37K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.57K- 9.33% |
$87.8K - $97.4K
|
15.2K
$985K
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-486- 4.56% |
$27.2K - $30.2K
|
10.2K
$659K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 1.23% |
$984K - $1.09M
|
1.4M
$90.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.94% |
$3.36K - $3.73K
|
6.35K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-874- 2.96% |
$49K - $54.4K
|
28.6K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.63K+ 1.35% |
$315K - $350K
|
422K
$27.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
4.6K+ 2.99% |
$258K - $286K
|
158K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47.8K+ 2.06% |
$2.68M - $2.97M
|
2.36M
$153M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.09% |
$1.57K - $1.74K
|
31.2K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
855+ 11.41% |
$47.9K - $53.2K
|
8.35K
$540K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.5K- 1.14% |
$755K - $838K
|
1.17M
$75.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.61KNew |
$90K - $99.9K
|
1.61K
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.63K+ 5.17% |
$204K - $226K
|
73.9K
$4.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.66K+ 2.19% |
$205K - $227K
|
170K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.74% |
$4.03K - $4.48K
|
9.76K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.37% |
$112 - $124
|
538
$34.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
201+ 0.23% |
$11.3K - $12.5K
|
89.3K
$5.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-50- 0.57% |
$2.8K - $3.11K
|
8.68K
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
723+ 5.71% |
$40.5K - $45K
|
13.4K
$866K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-282- 0.97% |
$15.8K - $17.5K
|
28.7K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.7K+ 12.02% |
$1.89M - $2.1M
|
314K
$20.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$224 - $249
|
1.3K
$83.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.93KNew |
$444K - $493K
|
7.93K
$513K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-18- 0.1% |
$1.01K - $1.12K
|
17.5K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.37K+ 51.83% |
$189K - $210K
|
9.87K
$639K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 2.88% |
$29.6K - $32.9K
|
18.9K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-500- 1.49% |
$28K - $31.1K
|
33K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-144- 1.44% |
$8.07K - $8.96K
|
9.85K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-215- 10.57% |
$12K - $13.4K
|
1.82K
$118K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-166- 4.97% |
$9.3K - $10.3K
|
3.17K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.9% |
$136K - $151K
|
125K
$8.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.96K+ 1.87% |
$390K - $433K
|
378K
$24.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 0.07% |
$60.8K - $67.5K
|
1.64M
$106M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 6.43% |
$1.04M - $1.15M
|
307K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60.5K- 1.02% |
$3.39M - $3.77M
|
5.86M
$379M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
9.03K+ 115.23% |
$506K - $561K
|
16.9K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.26% |
$897 - $995
|
6.23K
$403K
|