Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-927K- 95.59% |
$51.9M - $57.7M
|
42.8K
$2.77M
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-205K- 64.55% |
$11.5M - $12.7M
|
112K
$7.28M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 3.36% |
$6.82M - $7.57M
|
3.5M
$227M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-112K- 8.34% |
$6.27M - $6.96M
|
1.23M
$79.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 8.9% |
$5.89M - $6.54M
|
1.08M
$69.6M
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-79.8K- 1.58% |
$4.47M - $4.97M
|
4.96M
$321M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-60.5K- 1.02% |
$3.39M - $3.77M
|
5.86M
$379M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50K- 3.14% |
$2.8M - $3.11M
|
1.54M
$99.9M
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-45.1K- 79.28% |
$2.53M - $2.81M
|
11.8K
$763K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-42.7K- 1.15% |
$2.39M - $2.65M
|
3.67M
$237M
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-40K- 3.59% |
$2.24M - $2.49M
|
1.08M
$69.6M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 4.98% |
$1.93M - $2.15M
|
659K
$42.6M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.6K- 2.52% |
$1.61M - $1.78M
|
1.11M
$71.7M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.7K- 0.64% |
$1.5M - $1.66M
|
4.12M
$267M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25K- 2.0% |
$1.4M - $1.55M
|
1.23M
$79.4M
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-24.5K- 3.86% |
$1.37M - $1.53M
|
611K
$39.5M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-24.3K- 3.93% |
$1.36M - $1.51M
|
593K
$38.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 13.58% |
$1.29M - $1.43M
|
146K
$9.45M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20.1K- 17.24% |
$1.12M - $1.25M
|
96.3K
$6.23M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 1.23% |
$984K - $1.09M
|
1.4M
$90.9M
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-16.8K- 18.0% |
$940K - $1.04M
|
76.4K
$4.95M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 0.94% |
$868K - $964K
|
1.63M
$106M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-15.2K- 5.78% |
$852K - $945K
|
248K
$16M
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.5K- 1.74% |
$813K - $903K
|
820K
$53.1M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14.2K- 1.1% |
$795K - $883K
|
1.27M
$82.3M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.5K- 1.14% |
$755K - $838K
|
1.17M
$75.5M
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13.1K- 11.69% |
$734K - $815K
|
99K
$6.4M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.6K- 4.73% |
$652K - $724K
|
235K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11K- 1.7% |
$619K - $687K
|
640K
$41.4M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.91K- 62.2% |
$555K - $616K
|
6.02K
$390K
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.35K- 17.11% |
$524K - $582K
|
45.3K
$2.93M
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-9.29K- 5.63% |
$521K - $578K
|
156K
$10.1M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.76K- 1.73% |
$491K - $545K
|
499K
$32.3M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-8.69K- 8.4% |
$487K - $541K
|
94.8K
$6.14M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.04K- 1.21% |
$450K - $500K
|
657K
$42.5M
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-7.33K- 1.48% |
$411K - $456K
|
488K
$31.6M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.69K- 2.7% |
$375K - $416K
|
240K
$15.6M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.58K- 0.64% |
$369K - $409K
|
1.03M
$66.5M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.21K- 0.67% |
$292K - $324K
|
777K
$50.3M
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 1.6% |
$280K - $311K
|
307K
$19.9M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.98K- 9.55% |
$279K - $310K
|
47.2K
$3.05M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-4.81K- 59.62% |
$269K - $299K
|
3.26K
$211K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.67K- 42.81% |
$262K - $290K
|
6.24K
$404K
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.51K- 50.0% |
$253K - $280K
|
4.51K
$292K
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.13K- 0.87% |
$231K - $257K
|
472K
$30.5M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4K- 3.67% |
$224K - $249K
|
105K
$6.79M
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.56K- 2.01% |
$199K - $221K
|
173K
$11.2M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.52K- 1.34% |
$197K - $219K
|
260K
$16.8M
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.29K- 21.89% |
$184K - $204K
|
11.7K
$759K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.91K- 5.06% |
$163K - $181K
|
54.5K
$3.53M
|