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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
7.9MNew |
$424M - $529M
|
7.9M
$553M
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.54M+ 5.98% |
$136M - $170M
|
45.1M
$3.16B
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$82.4M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
402K+ 25.33% |
$21.5M - $26.9M
|
1.99M
$139M
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
384K+ 21.38% |
$20.6M - $25.7M
|
2.18M
$152M
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
376KNew |
$20.2M - $25.2M
|
376K
$26.3M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
367K+ 122.86% |
$19.7M - $24.6M
|
665K
$46.6M
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
248K+ 9.98% |
$13.3M - $16.6M
|
2.73M
$191M
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
230KNew |
$12.3M - $15.4M
|
230K
$16.1M
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
202K+ 6.97% |
$10.8M - $13.5M
|
3.1M
$217M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$107M
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
175KNew |
$9.41M - $11.8M
|
175K
$12.3M
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$10.8M
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
151KNew |
$8.1M - $10.1M
|
151K
$10.6M
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
149KNew |
$7.99M - $9.98M
|
149K
$10.4M
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
146K+ 33.67% |
$7.86M - $9.81M
|
581K
$40.7M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
145K+ 15.37% |
$7.79M - $9.74M
|
1.09M
$76.3M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
137K+ 3.58% |
$7.38M - $9.21M
|
3.98M
$278M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
126K+ 318.13% |
$6.75M - $8.43M
|
165K
$11.6M
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
112K+ 17.5% |
$6M - $7.49M
|
750K
$52.5M
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
112KNew |
$5.99M - $7.49M
|
112K
$7.82M
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
109K+ 2993.31% |
$5.83M - $7.28M
|
112K
$7.86M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
105K+ 542.84% |
$5.64M - $7.04M
|
124K
$8.71M
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
101KNew |
$5.42M - $6.78M
|
101K
$7.07M
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
99.9K+ 12.77% |
$5.36M - $6.7M
|
883K
$61.8M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
97.9K+ 16.38% |
$5.25M - $6.56M
|
696K
$48.7M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$7.18M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95.3K+ 11.66% |
$5.11M - $6.38M
|
912K
$63.8M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
95.2KNew |
$5.11M - $6.38M
|
95.2K
$6.66M
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
84.4K+ 53.21% |
$4.53M - $5.65M
|
243K
$17M
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
80.1K+ 5.77% |
$4.3M - $5.37M
|
1.47M
$103M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.1K+ 6.31% |
$4.14M - $5.17M
|
1.3M
$90.9M
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
68.9K+ 7.17% |
$3.7M - $4.62M
|
1.03M
$72M
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
67.4K+ 8.76% |
$3.62M - $4.52M
|
838K
$58.6M
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
65.6K+ 279.15% |
$3.52M - $4.39M
|
89.1K
$6.23M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
62.6K+ 3.19% |
$3.36M - $4.19M
|
2.02M
$142M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.7K+ 5.29% |
$3.31M - $4.13M
|
1.23M
$85.8M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
61.3K+ 47.75% |
$3.29M - $4.11M
|
190K
$13.3M
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
61.2K+ 278.55% |
$3.28M - $4.1M
|
83.2K
$5.82M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
61.1K+ 62.34% |
$3.28M - $4.1M
|
159K
$11.1M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
60.5K+ 5.29% |
$3.25M - $4.06M
|
1.21M
$84.4M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59.7K+ 49.08% |
$3.2M - $4M
|
181K
$12.7M
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
58.4K+ 293.96% |
$3.13M - $3.91M
|
78.2K
$5.47M
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
57.3K+ 9.75% |
$3.07M - $3.84M
|
645K
$45.1M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.9K+ 28.99% |
$3.05M - $3.81M
|
253K
$17.7M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56.1K+ 62.51% |
$3.01M - $3.76M
|
146K
$10.2M
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$56.7M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.6K+ 188.42% |
$2.61M - $3.26M
|
74.4K
$5.21M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48K+ 8.67% |
$2.57M - $3.21M
|
602K
$42.1M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43.5K+ 318.44% |
$2.34M - $2.92M
|
57.2K
$4M
|