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 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.19K+ 2.08% |
$79.7K - $86.6K
|
58.3K
$4.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
25.3K+ 3.5% |
$1.69M - $1.84M
|
747K
$54.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
575New |
$38.5K - $41.9K
|
575
$41.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.24K+ 157.8% |
$351K - $382K
|
8.56K
$624K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.47K- 23.17% |
$98.2K - $107K
|
4.86K
$354K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-445- 1.88% |
$29.8K - $32.4K
|
23.2K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
44+ 0.11% |
$2.95K - $3.2K
|
40.9K
$2.98M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-19.6K- 4.06% |
$1.31M - $1.43M
|
463K
$33.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
3.01K+ 2.7% |
$202K - $219K
|
115K
$8.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.6K- 1.46% |
$1.18M - $1.29M
|
1.19M
$86.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
365+ 1.92% |
$24.5K - $26.6K
|
19.3K
$1.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.17K- 4.53% |
$145K - $158K
|
45.7K
$3.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-90- 0.02% |
$6.03K - $6.56K
|
505K
$36.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
171+ 0.16% |
$11.5K - $12.5K
|
108K
$7.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
28.1K+ 1.91% |
$1.88M - $2.05M
|
1.5M
$109M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.28K+ 6.85% |
$153K - $166K
|
35.6K
$2.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
12.7K+ 1.44% |
$852K - $926K
|
895K
$65.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-608- 0.56% |
$40.7K - $44.3K
|
108K
$7.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13.1K- 45.24% |
$876K - $952K
|
15.8K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-389- 1.91% |
$26.1K - $28.3K
|
19.9K
$1.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$67 - $72.8
|
4.12K
$301K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2.3K+ 3.33% |
$154K - $168K
|
71.4K
$5.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.7K- 47.97% |
$1.25M - $1.36M
|
20.3K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
378+ 2.14% |
$25.3K - $27.5K
|
18K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
811+ 19.09% |
$54.3K - $59.1K
|
5.06K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
8+ 0.25% |
$536 - $583
|
3.19K
$232K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
5+ 0.09% |
$335 - $364
|
5.8K
$423K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$335 - $364
|
5.44K
$396K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.42K- 0.69% |
$95.2K - $104K
|
205K
$14.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-6.19K- 43.97% |
$415K - $451K
|
7.89K
$575K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-1.05K- 0.6% |
$70.4K - $76.6K
|
174K
$12.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.2K- 2.21% |
$2.43M - $2.64M
|
1.6M
$117M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
31+ 0.11% |
$2.08K - $2.26K
|
27.9K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$3.42K - $3.71K
|
25.1K
$1.83M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-700- 3.7% |
$46.9K - $51K
|
18.2K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.7K- 68.71% |
$2.66M - $2.89M
|
18.1K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-372- 2.47% |
$24.9K - $27.1K
|
14.7K
$1.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
581New |
$38.9K - $42.3K
|
581
$42.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-765- 8.69% |
$51.3K - $55.7K
|
8.04K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
467+ 7.54% |
$31.3K - $34K
|
6.66K
$486K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
518+ 1.98% |
$34.7K - $37.7K
|
26.6K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-404- 2.78% |
$27.1K - $29.4K
|
14.1K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.97K+ 0.74% |
$534K - $580K
|
1.09M
$79.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
7.72KNew |
$517K - $562K
|
7.72K
$563K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 57.82% |
$136K - $148K
|
5.54K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
523+ 0.12% |
$35K - $38.1K
|
433K
$31.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.47M+ 47.36% |
$98.2M - $107M
|
4.56M
$333M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
16.8KNew |
$1.12M - $1.22M
|
16.8K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-173- 0.67% |
$11.6K - $12.6K
|
25.5K
$1.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.53K- 12.45% |
$102K - $111K
|
10.7K
$783K
|
|