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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
4.1K+ 59.34% |
$230K - $255K
|
11K
$713K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
4KNew |
$224K - $248K
|
4K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.98K+ 7.36% |
$223K - $248K
|
58.1K
$3.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.84K+ 1.06% |
$215K - $239K
|
367K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.66K+ 2.19% |
$205K - $227K
|
170K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.63K+ 5.17% |
$204K - $226K
|
73.9K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.56K+ 2.68% |
$200K - $221K
|
136K
$8.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.56KNew |
$199K - $221K
|
3.56K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.51K+ 9.58% |
$196K - $218K
|
40.1K
$2.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.5KNew |
$196K - $218K
|
3.5K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.38KNew |
$190K - $210K
|
3.38K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.37K+ 85.37% |
$189K - $210K
|
7.33K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$189K - $210K
|
3.37K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.37K+ 51.83% |
$189K - $210K
|
9.87K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.33K+ 4.88% |
$186K - $207K
|
71.4K
$4.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
3.33K+ 11.94% |
$186K - $207K
|
31.2K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.26KNew |
$183K - $203K
|
3.26K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.16K+ 11.69% |
$177K - $197K
|
30.2K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.15K+ 9.5% |
$176K - $196K
|
36.2K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.13K+ 55.43% |
$175K - $195K
|
8.77K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.12K+ 1.76% |
$175K - $194K
|
180K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 19.77% |
$170K - $189K
|
18.4K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3K+ 60.85% |
$168K - $186K
|
7.93K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.95K+ 19.16% |
$165K - $184K
|
18.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 55.42% |
$160K - $178K
|
8.01K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.81K+ 1.19% |
$157K - $175K
|
239K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.69K+ 0.99% |
$151K - $168K
|
274K
$17.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.37K+ 4.17% |
$133K - $147K
|
59.1K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.33K+ 1.81% |
$130K - $145K
|
131K
$8.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 7.43% |
$128K - $142K
|
33.1K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.27K+ 13.55% |
$127K - $141K
|
19K
$1.23M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.21KNew |
$124K - $137K
|
2.21K
$143K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 3.72% |
$122K - $135K
|
60.5K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.09K+ 14.33% |
$117K - $130K
|
16.7K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.07K+ 0.61% |
$116K - $129K
|
340K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.06K+ 9.57% |
$115K - $128K
|
23.6K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.01K+ 9.89% |
$113K - $125K
|
22.4K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.01K+ 16.45% |
$112K - $125K
|
14.2K
$919K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.96K+ 9.76% |
$110K - $122K
|
22K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.95K+ 0.46% |
$109K - $121K
|
429K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 2.91% |
$104K - $116K
|
65.9K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.83KNew |
$103K - $114K
|
1.83K
$119K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.77K+ 0.56% |
$99.1K - $110K
|
317K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
BUY
|
- |
1.64KNew |
$91.9K - $102K
|
1.64K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 8.03% |
$90.2K - $100K
|
21.7K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.61KNew |
$90K - $99.9K
|
1.61K
$104K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.53K+ 2.39% |
$86K - $95.4K
|
65.7K
$4.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.46K+ 7.22% |
$81.5K - $90.5K
|
21.6K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.41K+ 20.9% |
$78.7K - $87.4K
|
8.13K
$526K
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
1.38K+ 5.51% |
$77.2K - $85.6K
|
26.4K
$1.71M
|