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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.74M+ 48948.8% |
$490M - $543M
|
8.75M
$567M
|
|
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
$44.4M
|
|
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
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
218K+ 11.62% |
$12.2M - $13.6M
|
2.09M
$136M
|
|
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
$146M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
180K+ 46.58% |
$10.1M - $11.2M
|
567K
$36.7M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 15.5% |
$9.73M - $10.8M
|
1.29M
$83.7M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171K+ 1136.29% |
$9.59M - $10.6M
|
186K
$12.1M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
126K+ 814.26% |
$7.06M - $7.84M
|
141K
$9.16M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
125K+ 21.28% |
$7M - $7.77M
|
712K
$46.1M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
121K+ 17.35% |
$6.81M - $7.56M
|
822K
$53.2M
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
116KNew |
$6.51M - $7.23M
|
116K
$7.52M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 12.73% |
$6.43M - $7.14M
|
1.02M
$65.8M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110K+ 3.53% |
$6.15M - $6.83M
|
3.22M
$208M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
102K+ 422.14% |
$5.72M - $6.35M
|
126K
$8.17M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92K+ 18.69% |
$5.15M - $5.72M
|
584K
$37.8M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
83.2K+ 105.94% |
$4.66M - $5.17M
|
162K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82.4K+ 6.57% |
$4.62M - $5.12M
|
1.34M
$86.5M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
80.1K+ 313.24% |
$4.49M - $4.98M
|
106K
$6.84M
|
|
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
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
49.1K+ 61.8% |
$2.75M - $3.06M
|
129K
$8.33M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47.8K+ 2.06% |
$2.68M - $2.97M
|
2.36M
$153M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45.9K+ 95.69% |
$2.57M - $2.86M
|
94K
$6.08M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 3.4% |
$2.09M - $2.32M
|
1.13M
$73.4M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 3.59% |
$1.98M - $2.2M
|
1.02M
$66M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.7K+ 12.02% |
$1.89M - $2.1M
|
314K
$20.4M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.7K+ 58.32% |
$1.78M - $1.97M
|
86.1K
$5.57M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
31.4K+ 13.74% |
$1.76M - $1.95M
|
260K
$16.8M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
24K+ 16.03% |
$1.34M - $1.49M
|
174K
$11.2M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
22.4K+ 1.74% |
$1.26M - $1.4M
|
1.31M
$85.1M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 9.3% |
$1.26M - $1.4M
|
264K
$17.1M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.4K+ 2.19% |
$1.2M - $1.33M
|
998K
$64.6M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21.1K+ 22.36% |
$1.18M - $1.31M
|
115K
$7.47M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.5K+ 18.84% |
$1.15M - $1.28M
|
130K
$8.38M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 9.85% |
$1.1M - $1.22M
|
219K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1K+ 3.24% |
$1.07M - $1.19M
|
608K
$39.3M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 1.5% |
$1.05M - $1.16M
|
1.27M
$82.1M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 6.43% |
$1.04M - $1.15M
|
307K
$19.9M
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.4K+ 31.5% |
$1.03M - $1.15M
|
76.9K
$4.98M
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.4KNew |
$1.03M - $1.14M
|
18.4K
$1.19M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17.5KNew |
$980K - $1.09M
|
17.5K
$1.13M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.64% |
$972K - $1.08M
|
391K
$25.3M
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.1K+ 7.08% |
$904K - $1M
|
244K
$15.8M
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
14.2K+ 1.48% |
$795K - $882K
|
975K
$63.1M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.8KNew |
$773K - $858K
|
13.8K
$893K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.7K+ 11.76% |
$769K - $853K
|
130K
$8.44M
|