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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.4K- 58.15% |
$173K - $194K
|
2.45K
$159K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$72.4K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-773- 12.32% |
$39.3K - $44K
|
5.5K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-717- 3.57% |
$36.4K - $40.9K
|
19.4K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-653- 26.3% |
$33.2K - $37.2K
|
1.83K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-445- 52.66% |
$22.6K - $25.4K
|
400
$25.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-235- 9.55% |
$11.9K - $13.4K
|
2.23K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-153- 23.01% |
$7.77K - $8.72K
|
512
$33.1K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$751K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$6.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$8.41K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178K- 51.99% |
$7.93M - $9.26M
|
164K
$10.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20.3K- 72.57% |
$905K - $1.06M
|
7.68K
$497K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.51K- 48.48% |
$290K - $339K
|
6.92K
$448K
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-3.91K- 34.49% |
$174K - $204K
|
7.43K
$481K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.71K- 8.68% |
$165K - $193K
|
39K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.88K- 28.66% |
$83.9K - $98K
|
4.69K
$304K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.59K- 8.59% |
$70.7K - $82.6K
|
16.9K
$1.09M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.28K- 11.49% |
$56.8K - $66.3K
|
9.83K
$636K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-941- 29.28% |
$41.9K - $48.9K
|
2.27K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-215- 0.78% |
$9.57K - $11.2K
|
27.3K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-200- 0.33% |
$8.9K - $10.4K
|
60.1K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-148- 1.0% |
$6.59K - $7.7K
|
14.6K
$946K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-98- 3.34% |
$4.36K - $5.1K
|
2.84K
$184K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-24- 0.3% |
$1.07K - $1.25K
|
8.06K
$521K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-8- 0.09% |
$356 - $416
|
8.88K
$574K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.24% |
$69.5K - $74.9K
|
119K
$7.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.26K- 2.08% |
$58.1K - $62.6K
|
59.1K
$3.82M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-620- 3.69% |
$28.7K - $30.9K
|
16.2K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-556- 1.06% |
$25.7K - $27.7K
|
51.7K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-540- 42.52% |
$25K - $26.9K
|
730
$47.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-528- 6.57% |
$24.4K - $26.3K
|
7.5K
$486K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-315- 0.57% |
$14.6K - $15.7K
|
55.3K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-211- 24.25% |
$9.77K - $10.5K
|
659
$42.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-103- 0.57% |
$4.77K - $5.14K
|
18K
$1.16M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.1K- 16.42% |
$659K - $725K
|
76.6K
$4.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.23K- 42.89% |
$141K - $155K
|
4.29K
$278K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.91KClosed |
$83.7K - $92.1K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.82K- 3.87% |
$79.7K - $87.7K
|
45.3K
$2.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-206- 3.69% |
$9.02K - $9.92K
|
5.37K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-185- 1.48% |
$8.1K - $8.91K
|
12.4K
$799K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.97% |
$4.86K - $5.35K
|
5.53K
$358K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-50- 0.56% |
$2.19K - $2.41K
|
8.81K
$570K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-73.4KClosed |
$3.03M - $3.34M
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.9K- 2.88% |
$78.4K - $86.3K
|
64K
$4.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-878- 5.24% |
$36.2K - $39.9K
|
15.9K
$1.03M
|
|
| Q4 2022 | |||||||
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.52K- 39.05% |
$98K - $112K
|
3.94K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 98.56% |
$74.6K - $85.1K
|
28
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 14.31% |
$58.4K - $66.7K
|
9K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 78.21% |
$47.4K - $54.1K
|
340
$22K
|
|