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 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$56 - $62.2
|
26.5K
$1.72M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 0.18% |
$56 - $62.2
|
562
$36.4K
|
|
Q2 2024 | |||||||
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.34MNew |
$72.2M - $79.4M
|
1.34M
$86.8M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
302K+ 3.94% |
$16.2M - $17.8M
|
7.96M
$515M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$950K - $1.04M
|
17.6K
$1.14M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
16.5KNew |
$888K - $976K
|
16.5K
$1.07M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$717K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.1KNew |
$596K - $655K
|
11.1K
$717K
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
10.4KNew |
$558K - $613K
|
10.4K
$671K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.4KNew |
$452K - $497K
|
8.4K
$544K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
8.28KNew |
$445K - $489K
|
8.28K
$536K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7.53K+ 38.03% |
$405K - $445K
|
27.3K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
7.24KNew |
$390K - $428K
|
7.24K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
6.15KNew |
$331K - $364K
|
6.15K
$398K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.76KNew |
$310K - $341K
|
5.76K
$373K
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
4.76KNew |
$256K - $282K
|
4.76K
$308K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.44KNew |
$239K - $263K
|
4.44K
$287K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$229K - $251K
|
4.25K
$275K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.14K+ 11.31% |
$223K - $245K
|
40.7K
$2.64M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.03K+ 37.26% |
$217K - $238K
|
14.8K
$961K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
3.56K+ 2.15% |
$192K - $211K
|
169K
$11M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.56KNew |
$191K - $210K
|
3.56K
$230K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
3.49KNew |
$188K - $206K
|
3.49K
$226K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.73K+ 10.81% |
$147K - $161K
|
28K
$1.81M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.56K+ 5218.37% |
$138K - $151K
|
2.61K
$169K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.41KNew |
$130K - $143K
|
2.41K
$156K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.21K+ 0.59% |
$119K - $131K
|
376K
$24.3M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
2.15KNew |
$116K - $127K
|
2.15K
$139K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.73KNew |
$93.2K - $102K
|
1.73K
$112K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.52K+ 22.53% |
$81.6K - $89.7K
|
8.25K
$534K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.26K+ 32.86% |
$67.9K - $74.6K
|
5.1K
$330K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
1.26K+ 25.42% |
$67.6K - $74.3K
|
6.2K
$401K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
468+ 19.01% |
$25.2K - $27.7K
|
2.93K
$190K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
466New |
$25.1K - $27.6K
|
466
$30.2K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
400New |
$21.5K - $23.7K
|
400
$25.9K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
361New |
$19.4K - $21.3K
|
361
$23.4K
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
272+ 7.09% |
$14.6K - $16.1K
|
4.11K
$266K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
229+ 0.78% |
$12.3K - $13.5K
|
29.6K
$1.92M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
199+ 0.49% |
$10.7K - $11.8K
|
40.7K
$2.63M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
180New |
$9.69K - $10.6K
|
180
$11.6K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
136+ 3.02% |
$7.32K - $8.04K
|
4.64K
$300K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
107+ 0.24% |
$5.76K - $6.33K
|
44.5K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
104New |
$5.6K - $6.15K
|
104
$6.73K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
65New |
$3.5K - $3.84K
|
65
$4.21K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.37% |
$2.05K - $2.25K
|
10.2K
$662K
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
36+ 0.27% |
$1.94K - $2.13K
|
13.2K
$851K
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
35+ 0.27% |
$1.88K - $2.07K
|
12.9K
$835K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16+ 160.0% |
$861 - $946
|
26
$1.68K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9+ 0.25% |
$484 - $532
|
3.58K
$231K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7+ 0.27% |
$377 - $414
|
2.59K
$168K
|