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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$14.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$5.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.22K- 24.09% |
$198K - $214K
|
10.2K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.51K- 1.49% |
$92.8K - $100K
|
99.7K
$6.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-901- 2.94% |
$55.4K - $59.9K
|
29.8K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-647- 3.38% |
$39.8K - $43K
|
18.5K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-565- 12.61% |
$34.8K - $37.6K
|
3.92K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-564- 12.84% |
$34.7K - $37.5K
|
3.83K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-442- 2.01% |
$27.2K - $29.4K
|
21.6K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$14.9K - $16.1K
|
57.7K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-209- 2.45% |
$12.9K - $13.9K
|
8.32K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-200- 1.41% |
$12.3K - $13.3K
|
14K
$904K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 0.06% |
$5.23K - $5.65K
|
146K
$9.46M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.71% |
$3.08K - $3.33K
|
2.88K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.24% |
$1.23K - $1.33K
|
8.29K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$431 - $466
|
9.26K
$598K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$61.5 - $66.5
|
1.64M
$106M
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-927K- 95.59% |
$51.9M - $57.7M
|
42.8K
$2.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-205K- 64.55% |
$11.5M - $12.7M
|
112K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 3.36% |
$6.82M - $7.57M
|
3.5M
$226M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-112K- 8.34% |
$6.27M - $6.96M
|
1.23M
$79.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 8.9% |
$5.89M - $6.54M
|
1.08M
$69.5M
|
|
|
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
$378M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-50K- 3.14% |
$2.8M - $3.11M
|
1.54M
$99.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-45.1K- 79.28% |
$2.53M - $2.81M
|
11.8K
$761K
|
|
|
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
$69.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.5K- 4.98% |
$1.93M - $2.15M
|
659K
$42.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-28.6K- 2.52% |
$1.61M - $1.78M
|
1.11M
$71.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.7K- 0.64% |
$1.5M - $1.66M
|
4.12M
$266M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25K- 2.0% |
$1.4M - $1.55M
|
1.23M
$79.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-24.5K- 3.86% |
$1.37M - $1.53M
|
611K
$39.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-24.3K- 3.93% |
$1.36M - $1.51M
|
593K
$38.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.9K- 13.58% |
$1.29M - $1.43M
|
146K
$9.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-20.1K- 17.24% |
$1.12M - $1.25M
|
96.3K
$6.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 1.23% |
$984K - $1.09M
|
1.4M
$90.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-16.8K- 18.0% |
$940K - $1.04M
|
76.4K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.5K- 0.94% |
$868K - $964K
|
1.63M
$105M
|
|
|
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
$53M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14.2K- 1.1% |
$795K - $883K
|
1.27M
$82.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.5K- 1.14% |
$755K - $838K
|
1.17M
$75.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-13.1K- 11.69% |
$734K - $815K
|
99K
$6.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.6K- 4.73% |
$652K - $724K
|
235K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11K- 1.7% |
$619K - $687K
|
640K
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.91K- 62.2% |
$555K - $616K
|
6.02K
$389K
|
|
|
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
|
|