Latest Institutional Purchases of Dimensional ETF Tr U S Equity (DFUS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Equity (DFUS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
517K+ 3374.27% |
$31.8M - $34.3M
|
532K
$34.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
391K+ 54.99% |
$24.1M - $26M
|
1.1M
$71.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
275K+ 13.15% |
$16.9M - $18.3M
|
2.37M
$153M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
137K+ 1086.39% |
$8.41M - $9.09M
|
149K
$9.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$14.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
100KNew |
$6.16M - $6.65M
|
100K
$6.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$211M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.88K+ 1.03% |
$608K - $657K
|
972K
$62.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.5K+ 68.86% |
$585K - $632K
|
23.3K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.01K+ 2.13% |
$554K - $599K
|
431K
$27.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.27K+ 3.39% |
$509K - $550K
|
252K
$16.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.95KNew |
$428K - $462K
|
6.95K
$449K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.78KNew |
$355K - $384K
|
5.78K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.19KNew |
$319K - $345K
|
5.19K
$335K
|
|
|
Jan 13, 2025
Q4 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.15KNew |
$255K - $276K
|
4.15K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.51KNew |
$216K - $234K
|
3.51K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.36K+ 5.65% |
$145K - $157K
|
44.1K
$2.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.33% |
$104K - $112K
|
128K
$8.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.51K+ 0.23% |
$93K - $100K
|
658K
$42.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
792+ 2.54% |
$48.7K - $52.7K
|
32K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
769+ 14.31% |
$47.3K - $51.1K
|
6.14K
$397K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
700New |
$43.1K - $46.6K
|
700
$45.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
470+ 0.42% |
$28.9K - $31.3K
|
111K
$7.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
272New |
$16.7K - $18.1K
|
272
$17.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
222New |
$13.7K - $14.8K
|
222
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
187+ 4.29% |
$11.5K - $12.4K
|
4.55K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
125+ 0.14% |
$7.69K - $8.31K
|
89.5K
$5.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
87+ 0.15% |
$5.35K - $5.79K
|
59.2K
$3.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
78+ 0.3% |
$4.8K - $5.19K
|
26K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
63+ 0.35% |
$3.88K - $4.19K
|
18.2K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
54+ 0.11% |
$3.32K - $3.59K
|
47.1K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.1% |
$1.72K - $1.86K
|
27.5K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.3% |
$1.6K - $1.73K
|
8.66K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.15% |
$1.41K - $1.53K
|
15.7K
$1.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.27% |
$923 - $998
|
5.61K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.18% |
$677 - $732
|
6.24K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
7+ 0.38% |
$431 - $466
|
1.83K
$118K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$123 - $133
|
820
$52.9K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.74M+ 48948.8% |
$490M - $543M
|
8.75M
$565M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
495K+ 37.36% |
$27.8M - $30.8M
|
1.82M
$118M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
443K+ 182.09% |
$24.8M - $27.6M
|
687K
$44.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
378KNew |
$21.2M - $23.5M
|
378K
$24.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
257K+ 12.99% |
$14.4M - $16M
|
2.24M
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
206K+ 181.73% |
$11.6M - $12.8M
|
320K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
194K+ 669.99% |
$10.9M - $12.1M
|
223K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 9.02% |
$10.4M - $11.6M
|
2.25M
$145M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
180K+ 46.58% |
$10.1M - $11.2M
|
567K
$36.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 15.5% |
$9.73M - $10.8M
|
1.29M
$83.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171K+ 1136.29% |
$9.59M - $10.6M
|
186K
$12M
|
|