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 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
63+ 0.13% |
$3.53K - $3.92K
|
50.2K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.25% |
$3.47K - $3.86K
|
24.9K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
54+ 0.21% |
$3.03K - $3.36K
|
25.9K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53New |
$2.97K - $3.3K
|
53
$3.43K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
51+ 0.2% |
$2.86K - $3.17K
|
25.1K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 0.69% |
$2.47K - $2.74K
|
6.4K
$414K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$2.47K - $2.74K
|
18.1K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
43+ 0.18% |
$2.41K - $2.67K
|
24.3K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38+ 0.25% |
$2.13K - $2.36K
|
15K
$971K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
36+ 12.68% |
$2.02K - $2.24K
|
320
$20.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
32+ 0.25% |
$1.79K - $1.99K
|
12.9K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31+ 0.26% |
$1.74K - $1.93K
|
12.2K
$787K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
28+ 0.32% |
$1.57K - $1.74K
|
8.84K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
28+ 0.09% |
$1.57K - $1.74K
|
31.2K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
27+ 0.21% |
$1.51K - $1.68K
|
12.6K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.04% |
$1.46K - $1.62K
|
58.1K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
26+ 0.01% |
$1.46K - $1.62K
|
226K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
25+ 0.25% |
$1.4K - $1.56K
|
10.2K
$659K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
24+ 0.26% |
$1.34K - $1.49K
|
9.43K
$610K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.26% |
$1.23K - $1.37K
|
8.53K
$552K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.07% |
$1.12K - $1.24K
|
27.4K
$1.78M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
20New |
$1.12K - $1.24K
|
20
$1.29K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.08% |
$1.01K - $1.12K
|
23.1K
$1.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
18+ 0.21% |
$1.01K - $1.12K
|
8.63K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
17+ 0.11% |
$953 - $1.06K
|
15.7K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16+ 0.25% |
$897 - $995
|
6.49K
$420K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
16+ 0.26% |
$897 - $995
|
6.23K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
15+ 0.26% |
$841 - $933
|
5.77K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.17% |
$785 - $871
|
8.31K
$538K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.83K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
12+ 0.25% |
$672 - $746
|
4.75K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.24% |
$672 - $746
|
4.97K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.28K
$277K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.26% |
$616 - $684
|
4.3K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.27% |
$560 - $622
|
3.73K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
9+ 0.27% |
$504 - $560
|
3.37K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$243K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
7+ 0.19% |
$392 - $435
|
3.76K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.17% |
$336 - $373
|
3.51K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.28% |
$280 - $311
|
1.76K
$114K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$280 - $311
|
5.4K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5+ 0.0% |
$280 - $311
|
155K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$224 - $249
|
1.82K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$224 - $249
|
1.3K
$83.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3+ 0.0% |
$168 - $187
|
1.77M
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
2+ 0.05% |
$112 - $124
|
4.43K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.37% |
$112 - $124
|
538
$34.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
2+ 0.01% |
$112 - $124
|
19.2K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 6.25% |
$112 - $124
|
34
$2.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$56 - $62.2
|
259
$16.8K
|