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 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.69K+ 0.99% |
$151K - $168K
|
274K
$17.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.13K- 0.87% |
$231K - $257K
|
472K
$30.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71+ 1.15% |
$3.98K - $4.42K
|
6.26K
$405K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-730- 14.23% |
$40.9K - $45.4K
|
4.4K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
125K+ 21.28% |
$7M - $7.77M
|
712K
$46.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
2+ 0.01% |
$112 - $124
|
19.2K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.26% |
$841 - $933
|
5.77K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.52K- 1.34% |
$197K - $219K
|
260K
$16.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38+ 0.25% |
$2.13K - $2.36K
|
15K
$971K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
6.01KNew |
$337K - $374K
|
6.01K
$389K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.08K+ 1.07% |
$60.4K - $67.1K
|
102K
$6.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
898+ 20.07% |
$50.3K - $55.9K
|
5.37K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.71K- 1.52% |
$95.9K - $106K
|
111K
$7.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50K- 3.14% |
$2.8M - $3.11M
|
1.54M
$99.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
170+ 0.41% |
$9.53K - $10.6K
|
41.9K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 8.9% |
$5.89M - $6.54M
|
1.08M
$69.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.02% |
$2.52K - $2.8K
|
182K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.9K+ 10.04% |
$666K - $739K
|
130K
$8.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-197- 0.83% |
$11K - $12.3K
|
23.5K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.7K+ 6.4% |
$3.85M - $4.27M
|
1.14M
$73.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
137New |
$7.68K - $8.52K
|
137
$8.87K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$56 - $62.2
|
562
$36.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
8.2K+ 187.0% |
$459K - $510K
|
12.6K
$814K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.2K+ 26.19% |
$737K - $818K
|
63.4K
$4.1M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 0.11% |
$953 - $1.06K
|
14.9K
$962K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$560 - $622
|
3.73K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-950- 0.86% |
$53.2K - $59.1K
|
109K
$7.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$2.86K - $3.17K
|
25.1K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110K+ 3.53% |
$6.15M - $6.83M
|
3.22M
$208M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-927K- 95.59% |
$51.9M - $57.7M
|
42.8K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 9.76% |
$110K - $122K
|
22K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
138+ 2.44% |
$7.73K - $8.58K
|
5.78K
$374K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-256- 3.57% |
$14.3K - $15.9K
|
6.91K
$447K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-150- 2.19% |
$8.41K - $9.33K
|
6.71K
$434K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.96K+ 3.61% |
$446K - $495K
|
228K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-300- 0.2% |
$16.8K - $18.7K
|
147K
$9.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.09K+ 14.33% |
$117K - $130K
|
16.7K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-181- 3.27% |
$10.1K - $11.3K
|
5.35K
$346K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-330- 1.2% |
$18.5K - $20.5K
|
27.3K
$1.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 5.76% |
$22.7K - $25.2K
|
7.44K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-126- 1.35% |
$7.06K - $7.84K
|
9.21K
$596K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.54K+ 27.97% |
$310K - $344K
|
25.3K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.25% |
$3.47K - $3.86K
|
24.9K
$1.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14.2K- 1.1% |
$795K - $883K
|
1.27M
$82.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-90- 0.36% |
$5.04K - $5.6K
|
24.8K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 2.39% |
$1.12K - $1.24K
|
818
$52.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.69K- 2.7% |
$375K - $416K
|
240K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-448- 0.35% |
$25.1K - $27.9K
|
127K
$8.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-168- 1.17% |
$9.41K - $10.4K
|
14.2K
$921K
|