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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 0.41% |
$150K - $166K
|
650K
$42.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.1K+ 59.34% |
$230K - $255K
|
11K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11.7K+ 2.56% |
$655K - $727K
|
469K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
9K+ 1.31% |
$505K - $560K
|
696K
$45M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
257K+ 12.99% |
$14.4M - $16M
|
2.24M
$145M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.2K+ 100.0% |
$291K - $323K
|
10.4K
$673K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 0.8% |
$1.74K - $1.93K
|
3.85K
$249K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.77K+ 0.56% |
$99.1K - $110K
|
317K
$20.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 6.25% |
$112 - $124
|
34
$2.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4K- 3.67% |
$224K - $249K
|
105K
$6.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.04K- 1.21% |
$450K - $500K
|
657K
$42.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
80.1K+ 313.24% |
$4.49M - $4.98M
|
106K
$6.84M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.1K+ 7.08% |
$904K - $1M
|
244K
$15.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
299+ 7.36% |
$16.8K - $18.6K
|
4.36K
$282K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.21KNew |
$124K - $137K
|
2.21K
$143K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.81K+ 13.03% |
$270K - $299K
|
41.7K
$2.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20New |
$1.12K - $1.24K
|
20
$1.29K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107+ 0.24% |
$5.76K - $6.33K
|
44.5K
$2.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.14K+ 11.31% |
$223K - $245K
|
40.7K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.15KNew |
$331K - $364K
|
6.15K
$398K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.07K
|
12.9K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.52K+ 22.53% |
$81.6K - $89.7K
|
8.25K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 4.51% |
$112K - $123K
|
44K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 5218.37% |
$138K - $151K
|
2.61K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$21.5K - $23.7K
|
400
$25.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.26K+ 32.86% |
$67.9K - $74.6K
|
5.1K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.03% |
$161 - $177
|
10.5K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 0.14% |
$5.38K - $5.91K
|
70.2K
$4.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-391- 2.29% |
$21K - $23.1K
|
16.7K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$377 - $414
|
2.59K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21K+ 0.59% |
$119K - $131K
|
376K
$24.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104New |
$5.6K - $6.15K
|
104
$6.73K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- -0.0% |
$108 - $118
|
75.3K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180New |
$9.69K - $10.6K
|
180
$11.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
302K+ 3.94% |
$16.2M - $17.8M
|
7.96M
$515M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.51% |
$62.8K - $69K
|
32.1K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 12.7% |
$27.4K - $30.1K
|
3.5K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.43K- 5.97% |
$400K - $440K
|
117K
$7.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.24KNew |
$390K - $428K
|
7.24K
$469K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
272+ 7.09% |
$14.6K - $16.1K
|
4.11K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.02% |
$53.8 - $59.1
|
4.83K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$229K - $251K
|
4.25K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$239K - $263K
|
4.44K
$287K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.41KNew |
$130K - $143K
|
2.41K
$156K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-206- 0.64% |
$11.1K - $12.2K
|
32.1K
$2.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.78K- 10.46% |
$150K - $165K
|
23.8K
$1.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-735- 3.32% |
$39.6K - $43.5K
|
21.4K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.76KNew |
$256K - $282K
|
4.76K
$308K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.76KNew |
$310K - $341K
|
5.76K
$373K
|
|