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 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-813- 13.04% |
$48.5K - $54.2K
|
5.42K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 11.93% |
$102K - $114K
|
12.6K
$859K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.02% |
$119 - $133
|
10.3K
$702K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.5K+ 6.44% |
$4.2M - $4.7M
|
1.16M
$79.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.87K- 1.03% |
$111K - $124K
|
180K
$12.3M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.99K+ 7.9% |
$357K - $400K
|
81.9K
$5.59M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-37.3K- 99.94% |
$2.23M - $2.49M
|
21
$1.43K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39.3K+ 3.88% |
$2.35M - $2.62M
|
1.05M
$71.9M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.94KNew |
$175K - $196K
|
2.94K
$201K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-78- 0.53% |
$4.65K - $5.2K
|
14.5K
$992K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-620- 2.42% |
$37K - $41.4K
|
25K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
10.9K+ 121.32% |
$649K - $726K
|
19.9K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
29+ 0.22% |
$1.73K - $1.93K
|
13K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
10.7KNew |
$639K - $715K
|
10.7K
$731K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-529K- 98.77% |
$31.5M - $35.3M
|
6.58K
$449K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
25+ 0.23% |
$1.49K - $1.67K
|
11K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8K+ 2.75% |
$226K - $253K
|
142K
$9.68M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.9K- 3.79% |
$2.32M - $2.59M
|
988K
$67.4M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$59.6 - $66.7
|
31.5K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 11.29% |
$135K - $151K
|
22.3K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.59K- 0.83% |
$571K - $639K
|
1.15M
$78.2M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-11.9K- 6.64% |
$711K - $795K
|
168K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 33.79% |
$89.4K - $100K
|
2.94K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.13K- 22.17% |
$67.6K - $75.6K
|
3.98K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.08K+ 3.94% |
$64.3K - $72K
|
28.5K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
116+ 2.51% |
$6.91K - $7.74K
|
4.74K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
899+ 0.9% |
$53.6K - $60K
|
101K
$6.87M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-934- 1.19% |
$55.7K - $62.3K
|
77.7K
$5.3M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 0.37% |
$5.9K - $6.6K
|
26.7K
$1.83M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
270+ 30.37% |
$16.1K - $18K
|
1.16K
$79.1K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.4K- 2.88% |
$501K - $560K
|
284K
$19.4M
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
4.85K+ 1.09% |
$289K - $324K
|
448K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31.2KNew |
$1.86M - $2.08M
|
31.2K
$2.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-847- 14.69% |
$50.5K - $56.5K
|
4.92K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19M+ 49.08% |
$70.8M - $79.3M
|
3.61M
$246M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-33- 0.2% |
$1.97K - $2.2K
|
16.7K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
667New |
$39.8K - $44.5K
|
667
$45.5K
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-929- 0.72% |
$55.4K - $62K
|
129K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-83.6K- 14.26% |
$4.98M - $5.58M
|
503K
$34.3M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.11K+ 11.29% |
$304K - $341K
|
50.3K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
290New |
$17.3K - $19.3K
|
290
$19.8K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-1.92K- 31.5% |
$114K - $128K
|
4.18K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-850- 4.92% |
$50.7K - $56.7K
|
16.4K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-23- 0.18% |
$1.37K - $1.53K
|
12.8K
$877K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.37K- 0.52% |
$320K - $358K
|
1.02M
$69.6M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-430- 1.92% |
$25.6K - $28.7K
|
22K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 0.24% |
$536 - $600
|
3.78K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.97K+ 9.99% |
$416K - $465K
|
76.8K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02M- 72.59% |
$61.1M - $68.3M
|
387K
$26.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 1.3% |
$944K - $1.06M
|
1.24M
$84.4M
|