Latest Institutional Purchases of Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

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
Aug 14, 2024 Q2 2024
Sfmg, LLC

BUY
 -
3
+ 0.03%
$161 - $177
10.5K $681K
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1
+ 0.02%
$53.8 - $59.1
4.83K $313K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
116K
+ 103.37%
$5.87M - $6.59M
227K $14.7M
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
64K
New
$3.25M - $3.65M
64K $4.14M
May 06, 2024 Q1 2024
Empowered Funds, LLC

BUY
 -
43.8K
New
$2.22M - $2.49M
43.8K $2.83M
Apr 22, 2024 Q1 2024
Eagle Strategies LLC

New York, NY
BUY
 -
25.2K
New
$1.28M - $1.44M
25.2K $1.63M
May 14, 2024 Q1 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
17K
New
$864K - $970K
17K $1.1M
May 02, 2024 Q1 2024
Avantax Planning Partners, Inc.

BUY
 -
13.7K
+ 90.4%
$697K - $782K
28.9K $1.87M
Apr 22, 2024 Q1 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
10.8K
New
$550K - $617K
10.8K $700K
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
9.58K
New
$487K - $546K
9.58K $620K
May 13, 2024 Q1 2024
Coldstream Capital Management Inc

BUY
 -
5.3K
New
$269K - $302K
5.3K $343K
May 10, 2024 Q1 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
5.2K
+ 168.51%
$264K - $296K
8.29K $536K
May 22, 2024 Q1 2024
Burney CO

Reston, VA
BUY
 -
5.12K
New
$260K - $292K
5.12K $331K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
4.55K
+ 79.17%
$231K - $259K
10.3K $667K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
4.53K
New
$230K - $258K
4.53K $293K
May 14, 2024 Q1 2024
Edge Capital Group, LLC

BUY
 -
3.83K
New
$195K - $218K
3.83K $248K
Apr 17, 2024 Q1 2024
Brooklyn Fi, LLC

New York, NY
BUY
 -
3.68K
New
$187K - $209K
3.68K $238K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
3.57K
New
$181K - $203K
3.57K $231K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
2.63K
New
$134K - $150K
2.63K $170K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
2.15K
New
$109K - $123K
2.15K $139K
Apr 15, 2024 Q1 2024
S.A. Mason LLC

BUY
 -
1.49K
New
$75.7K - $85K
1.49K $96.5K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
447
New
$22.7K - $25.5K
447 $28.9K
May 14, 2024 Q1 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
359
New
$18.2K - $20.5K
359 $23.2K
May 15, 2024 Q1 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
325
+ 70.65%
$16.5K - $18.5K
785 $50.8K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
136
New
$6.91K - $7.75K
136 $8.8K
May 09, 2024 Q1 2024
Baker Tilly Wealth Management, LLC

BUY
 -
12
+ 0.21%
$609 - $684
5.63K $364K
Q4 2023
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
154K
+ 35.32%
$6.85M - $8.01M
590K $38.2M
Feb 09, 2024 Q4 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
12.8K
New
$571K - $667K
12.8K $830K
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
11.4K
New
$506K - $591K
11.4K $736K
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
10.6K
New
$473K - $552K
10.6K $687K
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
8.98K
New
$400K - $467K
8.98K $581K
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
7.74K
New
$344K - $402K
7.74K $501K
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
7.29K
New
$324K - $379K
7.29K $472K
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
7.21K
New
$321K - $375K
7.21K $467K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
6.52K
New
$290K - $339K
6.52K $422K
Feb 07, 2024 Q4 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
4.71K
New
$210K - $245K
4.71K $305K
Jan 30, 2024 Q4 2023
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
4.54K
New
$202K - $236K
4.54K $294K
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
4.29K
New
$191K - $223K
4.29K $278K
Jan 23, 2024 Q4 2023
Capstone Capital Wealth Advisors

Henderson, NV
BUY
 -
4.13K
New
$184K - $215K
4.13K $267K
Jan 26, 2024 Q4 2023
Aspiriant, LLC

BUY
 -
4.08K
New
$182K - $212K
4.08K $264K
Jan 29, 2024 Q4 2023
Sawtooth Solutions, LLC

BUY
 -
4.06K
New
$181K - $211K
4.06K $263K
Feb 14, 2024 Q4 2023
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.39K
New
$151K - $176K
3.39K $219K
Apr 03, 2024 Q4 2023
Wealth Collab, LLC

Bellevue, WA
BUY
 -
1.86K
New
$82.8K - $96.7K
1.86K $120K
Feb 12, 2024 Q4 2023
Arrow Financial Corp

BUY
 -
1.48K
New
$66.1K - $77.2K
1.48K $96K
Jan 17, 2024 Q4 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
259
New
$11.5K - $13.5K
259 $16.8K
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
160
+ 0.4%
$7.12K - $8.32K
40.1K $2.6M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
100
+ 0.46%
$4.45K - $5.2K
21.9K $1.42M
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
46
+ 0.46%
$2.05K - $2.39K
10.1K $655K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
13
+ 0.45%
$579 - $676
2.88K $187K

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