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 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 4.5% |
$59.6K - $66.7K
|
21.2K
$1.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-876- 1.81% |
$52.2K - $58.4K
|
47.5K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-843- 8.47% |
$50.3K - $56.2K
|
9.12K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-756- 14.32% |
$45.1K - $50.4K
|
4.52K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-620- 2.42% |
$37K - $41.4K
|
25K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-600- 5.18% |
$35.8K - $40K
|
11K
$769K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-545- 2.0% |
$32.5K - $36.4K
|
26.7K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-481- 5.04% |
$28.7K - $32.1K
|
9.07K
$635K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-450- 4.88% |
$26.8K - $30K
|
8.76K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-432- 4.66% |
$25.8K - $28.8K
|
8.83K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-425- 5.71% |
$25.3K - $28.4K
|
7.02K
$491K
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-399- 1.6% |
$23.8K - $26.6K
|
24.5K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-345- 1.57% |
$20.6K - $23K
|
21.7K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$18.7K - $20.9K
|
9.56K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 1.9% |
$16.4K - $18.3K
|
14.2K
$991K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-270- 12.13% |
$16.1K - $18K
|
1.96K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-186- 0.97% |
$11.1K - $12.4K
|
19K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-153- 1.03% |
$9.12K - $10.2K
|
14.7K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-78- 0.53% |
$4.65K - $5.2K
|
14.5K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.42% |
$2.15K - $2.4K
|
8.59K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-33- 0.2% |
$1.97K - $2.2K
|
16.7K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 6.98% |
$1.79K - $2K
|
400
$28K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-21.4K- 13.48% |
$1.31M - $1.42M
|
137K
$9.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.53K- 41.84% |
$340K - $367K
|
7.68K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.6K- 21.38% |
$283K - $306K
|
16.9K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.99K- 17.97% |
$184K - $199K
|
13.7K
$956K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.74K- 7.69% |
$107K - $116K
|
20.9K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.5K- 3.91% |
$92.5K - $100K
|
37K
$2.59M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-684- 4.1% |
$42.1K - $45.5K
|
16K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-677- 42.15% |
$41.6K - $45K
|
929
$65K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-564- 12.84% |
$34.7K - $37.5K
|
3.83K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-501- 9.11% |
$30.8K - $33.3K
|
5K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-451- 1.65% |
$27.7K - $30K
|
26.8K
$1.88M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-419- 1.58% |
$25.8K - $27.9K
|
26.1K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-335- 7.56% |
$20.6K - $22.3K
|
4.1K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-285- 4.15% |
$17.5K - $19K
|
6.58K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-250- 7.03% |
$15.4K - $16.6K
|
3.31K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-231- 4.15% |
$14.2K - $15.4K
|
5.33K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-214- 1.62% |
$13.2K - $14.2K
|
13K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-40- 0.17% |
$2.46K - $2.66K
|
23.8K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-33- 0.93% |
$2.03K - $2.19K
|
3.52K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-10- 0.04% |
$615 - $665
|
23.8K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.37% |
$123 - $133
|
536
$37.5K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-4.81K- 59.62% |
$269K - $299K
|
3.26K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.67K- 42.81% |
$262K - $290K
|
6.24K
$436K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-4K- 3.67% |
$224K - $249K
|
105K
$7.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.29K- 21.89% |
$184K - $204K
|
11.7K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.41K- 5.78% |
$78.8K - $87.5K
|
22.9K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-373- 5.55% |
$20.9K - $23.2K
|
6.35K
$444K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-256- 3.57% |
$14.3K - $15.9K
|
6.91K
$483K
|
|