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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
11.1KNew |
$522K - $576K
|
11.1K
$717K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.26KNew |
$247K - $273K
|
5.26K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.09KNew |
$239K - $264K
|
5.09K
$329K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.37KNew |
$159K - $175K
|
3.37K
$218K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
459New |
$21.6K - $23.9K
|
459
$29.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
18.7KNew |
$870K - $931K
|
18.7K
$1.21M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
6.12KNew |
$284K - $304K
|
6.12K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.12K+ 70.3% |
$284K - $304K
|
14.8K
$959K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
66New |
$3.07K - $3.28K
|
66
$4.27K
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
55.7KNew |
$2.55M - $2.63M
|
55.7K
$3.61M
|
|
|
Aug 12, 2021
Q2 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
54.7KNew |
$2.5M - $2.58M
|
54.7K
$3.54M
|
|
|
Jul 15, 2021
Q2 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
35KNew |
$1.6M - $1.65M
|
35K
$2.27M
|
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
24.2KNew |
$1.11M - $1.14M
|
24.2K
$1.57M
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$953K - $982K
|
20.8K
$1.35M
|
|
|
Aug 13, 2021
Q2 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14.9KNew |
$683K - $704K
|
14.9K
$967K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$557K - $574K
|
12.2K
$788K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.19KNew |
$238K - $245K
|
5.19K
$336K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.94KNew |
$226K - $233K
|
4.94K
$320K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.28KNew |
$104K - $107K
|
2.28K
$147K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
760New |
$34.8K - $35.8K
|
760
$49.2K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$3.11K - $3.2K
|
68
$4.4K
|
|