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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$178 - $208
|
4
$259
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.37% |
$89 - $104
|
536
$34.7K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$5.55M - $5.98M
|
120K
$7.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.14M - $1.23M
|
24.6K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
21.2KNew |
$981K - $1.06M
|
21.2K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.14K+ 64.21% |
$377K - $406K
|
20.8K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.69K+ 6.18% |
$217K - $234K
|
80.5K
$5.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.3KNew |
$199K - $215K
|
4.3K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.54K+ 1800.0% |
$117K - $127K
|
2.68K
$173K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
202+ 2.24% |
$9.35K - $10.1K
|
9.22K
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 20.0% |
$4.63K - $4.99K
|
600
$38.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
42+ 0.07% |
$1.94K - $2.09K
|
64K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18+ 0.22% |
$833 - $898
|
8.22K
$532K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$2.09M - $2.3M
|
47.7K
$3.08M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
46.6K+ 3.62% |
$2.04M - $2.24M
|
1.33M
$86.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.92K+ 46.44% |
$391K - $430K
|
28.1K
$1.82M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
8.39KNew |
$367K - $404K
|
8.39K
$543K
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
7.75KNew |
$339K - $373K
|
7.75K
$502K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$197K - $217K
|
4.5K
$291K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
BUY
|
- |
4.39KNew |
$192K - $212K
|
4.39K
$284K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$188K - $207K
|
4.31K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$185K - $203K
|
4.22K
$273K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
4KNew |
$175K - $193K
|
4K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.82KNew |
$167K - $184K
|
3.82K
$247K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.82KNew |
$79.7K - $87.7K
|
1.82K
$118K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.28KNew |
$56K - $61.6K
|
1.28K
$82.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
300+ 1.41% |
$13.1K - $14.4K
|
21.5K
$1.39M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
250+ 5.25% |
$10.9K - $12K
|
5.01K
$324K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
49+ 0.33% |
$2.14K - $2.36K
|
14.8K
$956K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$5.77M - $6.35M
|
140K
$9.05M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.8KNew |
$1.06M - $1.17M
|
25.8K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1KNew |
$416K - $459K
|
10.1K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.46KNew |
$390K - $430K
|
9.46K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.74KNew |
$361K - $397K
|
8.74K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.19KNew |
$297K - $327K
|
7.19K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
7.05KNew |
$291K - $320K
|
7.05K
$456K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.17KNew |
$213K - $235K
|
5.17K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$191K - $211K
|
4.64K
$300K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$187K - $206K
|
4.54K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$140K - $154K
|
3.39K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.57K+ 2.5% |
$64.6K - $71.2K
|
64.3K
$4.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.33% |
$64K - $70.6K
|
30.7K
$1.98M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.13K+ 5.46% |
$46.7K - $51.5K
|
21.9K
$1.42M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
889New |
$36.7K - $40.4K
|
889
$57.5K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
753+ 12.28% |
$31.1K - $34.2K
|
6.89K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
408New |
$16.8K - $18.5K
|
408
$26.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
28+ 0.31% |
$1.15K - $1.27K
|
8.97K
$580K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.31% |
$454 - $500
|
3.51K
$227K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
72.8KNew |
$2.83M - $3.23M
|
72.8K
$4.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
6.96K+ 0.65% |
$270K - $308K
|
1.08M
$69.6M
|
|