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 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-407- 0.7% |
$22.8K - $25.3K
|
58K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$953 - $1.06K
|
15.7K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.98K+ 7.36% |
$223K - $248K
|
58.1K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8.64KNew |
$484K - $537K
|
8.64K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
218K+ 11.62% |
$12.2M - $13.6M
|
2.09M
$136M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
993+ 0.49% |
$55.6K - $61.8K
|
202K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21.1K+ 22.36% |
$1.18M - $1.31M
|
115K
$7.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
7.53K+ 5.42% |
$422K - $468K
|
146K
$9.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92K+ 18.69% |
$5.15M - $5.72M
|
584K
$37.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-4.81K- 59.62% |
$269K - $299K
|
3.26K
$211K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.17% |
$785 - $871
|
8.31K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
22.4K+ 1.74% |
$1.26M - $1.4M
|
1.31M
$85.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 55.42% |
$160K - $178K
|
8.01K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.8KNew |
$773K - $858K
|
13.8K
$893K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 0.69% |
$2.47K - $2.74K
|
6.4K
$414K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-7.33K- 1.48% |
$411K - $456K
|
488K
$31.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-192- 0.41% |
$10.8K - $11.9K
|
47.1K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.7K- 1.15% |
$2.39M - $2.65M
|
3.67M
$237M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
908+ 2.1% |
$50.9K - $56.5K
|
44.1K
$2.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$2.47K - $2.74K
|
18.1K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$196K - $218K
|
3.5K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45.9K+ 95.69% |
$2.57M - $2.86M
|
94K
$6.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.01K+ 16.45% |
$112K - $125K
|
14.2K
$919K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
8.46K+ 23.31% |
$474K - $526K
|
44.7K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 18.81% |
$58.2K - $64.6K
|
4.48K
$290K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
472+ 3.21% |
$26.5K - $29.4K
|
15.2K
$983K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
542+ 0.27% |
$30.4K - $33.7K
|
199K
$12.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.4KNew |
$1.03M - $1.14M
|
18.4K
$1.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.43K- 7.42% |
$136K - $151K
|
30.3K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 2.73% |
$73.9K - $82K
|
47.1K
$3.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
31.4K+ 13.74% |
$1.76M - $1.95M
|
260K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.01K - $1.12K
|
8.63K
$559K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 3.72% |
$122K - $135K
|
60.5K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 0.21% |
$3.03K - $3.36K
|
25.9K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
414+ 3.07% |
$23.2K - $25.8K
|
13.9K
$899K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-79- 6.7% |
$4.43K - $4.91K
|
1.1K
$71.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27+ 0.21% |
$1.51K - $1.68K
|
12.6K
$818K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
3.33K+ 11.94% |
$186K - $207K
|
31.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-814- 11.56% |
$45.6K - $50.6K
|
6.23K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.76K- 1.71% |
$155K - $172K
|
159K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-527- 3.33% |
$29.5K - $32.8K
|
15.3K
$991K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-265- 0.91% |
$14.9K - $16.5K
|
28.7K
$1.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-20- 0.38% |
$1.12K - $1.24K
|
5.24K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 1.11% |
$5.32K - $5.91K
|
8.63K
$559K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.38KNew |
$190K - $210K
|
3.38K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-208- 3.59% |
$11.7K - $12.9K
|
5.59K
$362K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-76- 0.81% |
$4.26K - $4.73K
|
9.27K
$600K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.6K- 2.52% |
$1.61M - $1.78M
|
1.11M
$71.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.16K+ 0.75% |
$401K - $446K
|
962K
$62.2M
|