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 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.76K- 1.71% |
$155K - $172K
|
159K
$10.3M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.72K- 12.21% |
$152K - $169K
|
19.6K
$1.27M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.67K- 0.41% |
$150K - $166K
|
650K
$42.1M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.58K- 0.51% |
$144K - $160K
|
505K
$32.7M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.43K- 7.42% |
$136K - $151K
|
30.3K
$1.96M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 1.9% |
$136K - $151K
|
125K
$8.09M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.34K- 0.46% |
$131K - $145K
|
509K
$32.9M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.33K- 2.12% |
$130K - $145K
|
107K
$6.95M
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.17K- 12.68% |
$122K - $135K
|
15K
$968K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.98K- 2.05% |
$111K - $123K
|
94.7K
$6.13M
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.92K- 8.43% |
$108K - $119K
|
20.9K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.77K- 5.78% |
$99.2K - $110K
|
28.9K
$1.87M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.75K- 18.53% |
$98.1K - $109K
|
7.7K
$498K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 21.12% |
$96.1K - $107K
|
6.4K
$414K
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.71K- 1.52% |
$95.9K - $106K
|
111K
$7.18M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.67K- 1.62% |
$93.5K - $104K
|
101K
$6.55M
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.57K- 9.33% |
$87.8K - $97.4K
|
15.2K
$985K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.48K- 1.39% |
$82.8K - $91.9K
|
104K
$6.76M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.41K- 5.78% |
$78.8K - $87.5K
|
22.9K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.33K- 15.0% |
$74.7K - $82.9K
|
7.56K
$489K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.32K- 2.73% |
$73.9K - $82K
|
47.1K
$3.05M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.26K- 14.15% |
$70.3K - $78.1K
|
7.62K
$493K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 1.32% |
$68.9K - $76.5K
|
91.7K
$5.94M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.22K- 4.7% |
$68.2K - $75.7K
|
24.7K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.09K- 4.37% |
$60.8K - $67.5K
|
23.7K
$1.54M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.04K- 18.81% |
$58.2K - $64.6K
|
4.48K
$290K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 0.63% |
$56.3K - $62.4K
|
159K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-950- 0.86% |
$53.2K - $59.1K
|
109K
$7.08M
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-916- 5.14% |
$51.3K - $57K
|
16.9K
$1.09M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-915- 3.15% |
$51.3K - $56.9K
|
28.1K
$1.82M
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-874- 2.96% |
$49K - $54.4K
|
28.6K
$1.85M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-865- 3.04% |
$48.5K - $53.8K
|
27.6K
$1.79M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-860- 1.58% |
$48.2K - $53.5K
|
53.4K
$3.46M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-836- 8.05% |
$46.8K - $52K
|
9.55K
$618K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-820- 0.41% |
$46K - $51K
|
199K
$12.9M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-814- 11.56% |
$45.6K - $50.6K
|
6.23K
$403K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-760- 2.7% |
$42.6K - $47.3K
|
27.4K
$1.77M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 2.71% |
$42.1K - $46.7K
|
26.9K
$1.74M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-730- 14.23% |
$40.9K - $45.4K
|
4.4K
$285K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-666- 0.51% |
$37.3K - $41.4K
|
131K
$8.47M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-527- 3.33% |
$29.5K - $32.8K
|
15.3K
$991K
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-516- 2.85% |
$28.9K - $32.1K
|
17.6K
$1.14M
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-510- 0.31% |
$28.6K - $31.7K
|
165K
$10.7M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-501- 2.2% |
$28.1K - $31.2K
|
22.3K
$1.44M
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-500- 1.49% |
$28K - $31.1K
|
33K
$2.13M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-494- 0.55% |
$27.7K - $30.7K
|
88.7K
$5.74M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-490- 2.12% |
$27.5K - $30.5K
|
22.6K
$1.47M
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-486- 4.56% |
$27.2K - $30.2K
|
10.2K
$659K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-472- 3.75% |
$26.5K - $29.4K
|
12.1K
$784K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-448- 0.35% |
$25.1K - $27.9K
|
127K
$8.2M
|