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 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-150- 2.19% |
$8.41K - $9.33K
|
6.71K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-125- 0.58% |
$7.01K - $7.78K
|
21.5K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-60- 0.94% |
$3.36K - $3.73K
|
6.35K
$445K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12- 0.73% |
$672 - $746
|
1.62K
$114K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$224 - $249
|
3.51K
$246K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.4K- 15.97% |
$831K - $913K
|
81.2K
$5.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.43K- 5.97% |
$400K - $440K
|
117K
$8.19M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.85K- 12.05% |
$207K - $228K
|
28.1K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 14.58% |
$112K - $123K
|
12.2K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 4.51% |
$112K - $123K
|
44K
$3.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.97% |
$81K - $89K
|
8.55K
$598K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 23.08% |
$80.7K - $88.7K
|
5K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.36K- 20.86% |
$73.3K - $80.5K
|
5.17K
$361K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.51% |
$62.8K - $69K
|
32.1K
$2.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 0.23% |
$35.5K - $39K
|
281K
$19.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-231- 3.23% |
$12.4K - $13.7K
|
6.91K
$484K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-126K- 5.36% |
$6.38M - $7.15M
|
2.22M
$155M
|
|
|
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
$371K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-12K- 18.5% |
$608K - $683K
|
52.8K
$3.69M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-7.04K- 12.69% |
$357K - $401K
|
48.4K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.91K- 13.42% |
$249K - $280K
|
31.7K
$2.22M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.52K- 67.85% |
$229K - $257K
|
2.14K
$150K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$400K
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-4.14K- 42.0% |
$210K - $236K
|
5.72K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-3.46K- 61.52% |
$175K - $197K
|
2.16K
$151K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.4K- 58.15% |
$173K - $194K
|
2.45K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$78.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-153- 23.01% |
$7.77K - $8.72K
|
512
$35.8K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-125- 1.07% |
$6.35K - $7.12K
|
11.6K
$812K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-61- 0.07% |
$3.1K - $3.48K
|
92.9K
$6.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-6- 4.41% |
$305 - $342
|
130
$9.1K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178K- 51.99% |
$7.93M - $9.26M
|
164K
$11.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-3.91K- 34.49% |
$174K - $204K
|
7.43K
$520K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.71K- 8.68% |
$165K - $193K
|
39K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.88K- 28.66% |
$83.9K - $98K
|
4.69K
$328K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.59K- 8.59% |
$70.7K - $82.6K
|
16.9K
$1.18M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.28K- 11.49% |
$56.8K - $66.3K
|
9.83K
$687K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-24- 0.3% |
$1.07K - $1.25K
|
8.06K
$564K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.24% |
$69.5K - $74.9K
|
119K
$8.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-556- 1.06% |
$25.7K - $27.7K
|
51.7K
$3.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-528- 6.57% |
$24.4K - $26.3K
|
7.5K
$525K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-315- 0.57% |
$14.6K - $15.7K
|
55.3K
$3.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-103- 0.57% |
$4.77K - $5.14K
|
18K
$1.26M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.1K- 16.42% |
$659K - $725K
|
76.6K
$5.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.23K- 42.89% |
$141K - $155K
|
4.29K
$300K
|
|
|
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
$3.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-206- 3.69% |
$9.02K - $9.92K
|
5.37K
$376K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.97% |
$4.86K - $5.35K
|
5.53K
$387K
|
|