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 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-50- 0.57% |
$2.8K - $3.11K
|
8.68K
$562K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-45- 0.32% |
$2.52K - $2.8K
|
13.9K
$900K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.02% |
$2.52K - $2.8K
|
182K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-42- 0.09% |
$2.35K - $2.61K
|
44.9K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-40- 0.54% |
$2.24K - $2.49K
|
7.3K
$473K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-31- 0.8% |
$1.74K - $1.93K
|
3.85K
$249K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 3.24% |
$1.51K - $1.68K
|
807
$52.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-20- 2.39% |
$1.12K - $1.24K
|
818
$52.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-20- 0.38% |
$1.12K - $1.24K
|
5.24K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-18- 0.1% |
$1.01K - $1.12K
|
17.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-17- 0.11% |
$953 - $1.06K
|
14.9K
$962K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.73% |
$672 - $746
|
1.62K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$224 - $249
|
3.51K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2- 0.02% |
$112 - $124
|
10.1K
$654K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1- 0.02% |
$56 - $62.2
|
4.2K
$272K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$5.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.43K- 5.97% |
$400K - $440K
|
117K
$7.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 12.05% |
$207K - $228K
|
28.1K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.78K- 10.46% |
$150K - $165K
|
23.8K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.69K- 10.5% |
$145K - $159K
|
22.9K
$1.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 14.58% |
$112K - $123K
|
12.2K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 4.51% |
$112K - $123K
|
44K
$2.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.97% |
$81K - $89K
|
8.55K
$553K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 23.08% |
$80.7K - $88.7K
|
5K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.36K- 20.86% |
$73.3K - $80.5K
|
5.17K
$334K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.17K- 24.97% |
$62.9K - $69.1K
|
3.51K
$227K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.51% |
$62.8K - $69K
|
32.1K
$2.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-735- 3.32% |
$39.6K - $43.5K
|
21.4K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 0.23% |
$35.5K - $39K
|
281K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 12.7% |
$27.4K - $30.1K
|
3.5K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-391- 2.29% |
$21K - $23.1K
|
16.7K
$1.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-319- 5.98% |
$17.2K - $18.9K
|
5.02K
$325K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 3.23% |
$12.4K - $13.7K
|
6.91K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-206- 0.64% |
$11.1K - $12.2K
|
32.1K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 0.14% |
$5.38K - $5.91K
|
70.2K
$4.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-60- 0.58% |
$3.23K - $3.55K
|
10.3K
$668K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-17- 0.04% |
$915 - $1.01K
|
38.5K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- -0.0% |
$108 - $118
|
75.3K
$4.88M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-126K- 5.36% |
$6.38M - $7.15M
|
2.22M
$143M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-58.8KClosed |
$2.99M - $3.35M
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-37K- 87.47% |
$1.88M - $2.11M
|
5.3K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-27.1K- 8.46% |
$1.38M - $1.55M
|
294K
$19M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-17K- 50.49% |
$864K - $970K
|
16.7K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12K- 18.5% |
$608K - $683K
|
52.8K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-7.04K- 12.69% |
$357K - $401K
|
48.4K
$3.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.91K- 13.42% |
$249K - $280K
|
31.7K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.52K- 67.85% |
$229K - $257K
|
2.14K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.46K- 61.52% |
$175K - $197K
|
2.16K
$140K
|
|