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 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.35K+ 6.48% |
$75.7K - $84K
|
22.2K
$1.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.25K+ 5.95% |
$70.2K - $77.9K
|
22.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25KNew |
$70.1K - $77.8K
|
1.25K
$80.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
1.21K+ 1.17% |
$67.9K - $75.3K
|
105K
$6.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
1.19K+ 13.07% |
$66.7K - $74.1K
|
10.3K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 6.9% |
$61.8K - $68.6K
|
17.1K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.09K+ 0.07% |
$60.8K - $67.5K
|
1.64M
$106M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.08K+ 1.07% |
$60.4K - $67.1K
|
102K
$6.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
993+ 0.49% |
$55.6K - $61.8K
|
202K
$13.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
908+ 2.1% |
$50.9K - $56.5K
|
44.1K
$2.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
898+ 20.07% |
$50.3K - $55.9K
|
5.37K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
855+ 11.41% |
$47.9K - $53.2K
|
8.35K
$540K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
836+ 2.97% |
$46.8K - $52K
|
29K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
821+ 11.68% |
$46K - $51.1K
|
7.85K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
753+ 8.94% |
$42.2K - $46.8K
|
9.17K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
752New |
$42.1K - $46.8K
|
752
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
739+ 6.59% |
$41.4K - $46K
|
12K
$774K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
723+ 5.71% |
$40.5K - $45K
|
13.4K
$866K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
677+ 2.72% |
$37.9K - $42.1K
|
25.6K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
611+ 1.43% |
$34.2K - $38K
|
43.4K
$2.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
542+ 0.27% |
$30.4K - $33.7K
|
199K
$12.9M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
529+ 2.88% |
$29.6K - $32.9K
|
18.9K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
500+ 0.51% |
$28K - $31.1K
|
98K
$6.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
491+ 3.26% |
$27.5K - $30.5K
|
15.5K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
480+ 0.39% |
$26.9K - $29.9K
|
122K
$7.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
472+ 3.21% |
$26.5K - $29.4K
|
15.2K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
453+ 0.09% |
$25.4K - $28.2K
|
509K
$32.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
414+ 3.07% |
$23.2K - $25.8K
|
13.9K
$899K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
410+ 1.52% |
$23K - $25.5K
|
27.4K
$1.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 5.76% |
$22.7K - $25.2K
|
7.44K
$481K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 2.36% |
$19.4K - $21.5K
|
15K
$972K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
299+ 7.36% |
$16.8K - $18.6K
|
4.36K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
280New |
$15.7K - $17.4K
|
280
$18.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
267+ 0.17% |
$15K - $16.6K
|
159K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
201+ 0.23% |
$11.3K - $12.5K
|
89.3K
$5.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
191+ 5.69% |
$10.7K - $11.9K
|
3.55K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
170+ 0.41% |
$9.53K - $10.6K
|
41.9K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
168+ 1.39% |
$9.41K - $10.4K
|
12.2K
$791K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
158+ 1316.67% |
$8.85K - $9.83K
|
170
$11K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
149+ 0.16% |
$8.35K - $9.27K
|
93.3K
$6.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
138+ 2.44% |
$7.73K - $8.58K
|
5.78K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
137+ 0.25% |
$7.68K - $8.52K
|
56K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
137New |
$7.68K - $8.52K
|
137
$8.87K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
97+ 0.19% |
$5.44K - $6.03K
|
50.8K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
96+ 0.19% |
$5.38K - $5.97K
|
50.1K
$3.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95+ 1.11% |
$5.32K - $5.91K
|
8.63K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.1% |
$4.93K - $5.47K
|
87K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
82+ 0.05% |
$4.6K - $5.1K
|
158K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
72+ 0.74% |
$4.03K - $4.48K
|
9.76K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
71+ 1.15% |
$3.98K - $4.42K
|
6.26K
$405K
|