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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.74K+ 169.9% |
$581K - $650K
|
15.5K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.65K- 38.75% |
$515K - $577K
|
13.7K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.89K+ 1.13% |
$351K - $393K
|
527K
$35.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.2M+ 61.35% |
$965M - $1.08B
|
42.6M
$2.9B
|
|
|
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
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-163- 4.43% |
$9.72K - $10.9K
|
3.51K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
14.9K+ 19.88% |
$889K - $995K
|
89.9K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28+ 0.23% |
$1.67K - $1.87K
|
12.2K
$835K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.21K- 2.84% |
$72K - $80.6K
|
41.4K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157- 0.3% |
$9.36K - $10.5K
|
51.4K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-332- 0.71% |
$19.8K - $22.1K
|
46.2K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21.9KNew |
$1.31M - $1.46M
|
21.9K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.89KNew |
$410K - $459K
|
6.89K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 4.4% |
$239K - $267K
|
87K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23.5K+ 47.87% |
$1.4M - $1.57M
|
72.5K
$4.95M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.68K- 0.89% |
$338K - $379K
|
635K
$43.3M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
126KNew |
$7.51M - $8.4M
|
126K
$8.6M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
125+ 39.06% |
$7.45K - $8.34K
|
445
$30.4K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 6.98% |
$1.79K - $2K
|
400
$27.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 12.36% |
$989K - $1.11M
|
151K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.11K- 5.19% |
$126K - $141K
|
38.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 6.16% |
$792K - $887K
|
202K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 19.98% |
$1.21M - $1.35M
|
122K
$8.3M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.28K+ 2.18% |
$195K - $218K
|
153K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
239K+ 17.97% |
$14.2M - $15.9M
|
1.57M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-95- 0.38% |
$5.66K - $6.34K
|
24.7K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.99K+ 29.75% |
$297K - $333K
|
21.8K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-425- 5.71% |
$25.3K - $28.4K
|
7.02K
$479K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 1.78% |
$91.6K - $102K
|
87.7K
$5.98M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.07K+ 558.08% |
$243K - $272K
|
4.8K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.17% |
$179 - $200
|
1.77K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 8.11% |
$249K - $279K
|
55.7K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
151+ 0.15% |
$9K - $10.1K
|
102K
$6.94M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.71K+ 0.51% |
$281K - $314K
|
928K
$63.3M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-94- 0.62% |
$5.6K - $6.27K
|
15K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
48.6KNew |
$2.89M - $3.24M
|
48.6K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.49KNew |
$267K - $299K
|
4.49K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 3.55% |
$25.8K - $28.8K
|
12.6K
$861K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.91K- 3.11% |
$174K - $194K
|
90.8K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.85K+ 8.35% |
$587K - $657K
|
128K
$8.72M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-1.22K- 6.21% |
$72.9K - $81.6K
|
18.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
400+ 2.47% |
$23.8K - $26.7K
|
16.6K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
465+ 0.09% |
$27.7K - $31K
|
508K
$34.6M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.18MNew |
$70.6M - $79M
|
1.18M
$80.8M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.42K- 5.33% |
$502K - $562K
|
150K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.28K+ 2.14% |
$136K - $152K
|
109K
$7.42M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-450- 2.81% |
$26.8K - $30K
|
15.6K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
736+ 0.71% |
$43.9K - $49.1K
|
105K
$7.16M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
71.7K+ 36.96% |
$4.28M - $4.78M
|
266K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 70.38% |
$906K - $1.01M
|
6.4K
$437K
|