Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-513- 1.17% |
$26.1K - $29.2K
|
43.2K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-540- 0.11% |
$27.4K - $30.8K
|
514K
$33.2M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-540- 0.76% |
$27.4K - $30.8K
|
70.3K
$4.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-585- 3.85% |
$29.7K - $33.3K
|
14.6K
$945K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-599- 2.11% |
$30.4K - $34.1K
|
27.7K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-603- 70.03% |
$30.6K - $34.4K
|
258
$16.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-618- 0.56% |
$31.4K - $35.2K
|
109K
$7.05M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-647- 8.16% |
$32.9K - $36.9K
|
7.29K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-653- 1.11% |
$33.2K - $37.2K
|
58.3K
$3.78M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-653- 26.3% |
$33.2K - $37.2K
|
1.83K
$118K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-674- 0.26% |
$34.2K - $38.4K
|
256K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-705- 0.43% |
$35.8K - $40.2K
|
162K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-706- 2.45% |
$35.9K - $40.2K
|
28.2K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-717- 3.57% |
$36.4K - $40.9K
|
19.4K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-755- 6.99% |
$38.3K - $43K
|
10.1K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-771- 10.19% |
$39.2K - $43.9K
|
6.79K
$440K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-773- 12.32% |
$39.3K - $44K
|
5.5K
$356K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-775- 0.33% |
$39.4K - $44.2K
|
236K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-791- 41.44% |
$40.2K - $45.1K
|
1.12K
$72.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-820- 6.73% |
$41.6K - $46.7K
|
11.4K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-945- 0.56% |
$48K - $53.8K
|
169K
$10.9M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.09K- 1.17% |
$55.6K - $62.3K
|
92.1K
$5.96M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.12K- 0.63% |
$56.8K - $63.7K
|
176K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.23K- 7.58% |
$62.6K - $70.3K
|
15K
$973K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.46K- 1.64% |
$74.1K - $83.1K
|
87.7K
$5.68M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.46K- 5.58% |
$74.2K - $83.2K
|
24.7K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.46K- 96.76% |
$74.3K - $83.4K
|
49
$3.17K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.55K- 16.26% |
$78.7K - $88.3K
|
7.98K
$516K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.65K- 6.92% |
$83.6K - $93.8K
|
22.1K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.86K- 4.83% |
$94.4K - $106K
|
36.6K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.95K- 4.22% |
$99.2K - $111K
|
44.4K
$2.87M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.96K- 5.99% |
$99.3K - $111K
|
30.7K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.96K- 0.3% |
$99.6K - $112K
|
653K
$42.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2K- 4.16% |
$102K - $114K
|
46.1K
$2.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-2.02K- 7.54% |
$103K - $115K
|
24.8K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-2.06K- 8.54% |
$104K - $117K
|
22K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.09K- 1.78% |
$106K - $119K
|
115K
$7.45M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.1K- 7.05% |
$107K - $120K
|
27.7K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.17K- 1.38% |
$110K - $124K
|
155K
$10M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.25K- 3.95% |
$114K - $128K
|
54.7K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 8.08% |
$122K - $137K
|
27.3K
$1.77M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.6K- 0.82% |
$132K - $148K
|
312K
$20.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-2.69K- 0.56% |
$137K - $153K
|
479K
$31M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-2.73K- 3.76% |
$139K - $155K
|
69.8K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.73K- 20.67% |
$139K - $156K
|
10.5K
$679K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.78K- 1.08% |
$141K - $158K
|
254K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.81K- 0.78% |
$143K - $160K
|
359K
$23.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.92K- 1.54% |
$148K - $167K
|
187K
$12.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-3.14K- 1.53% |
$160K - $179K
|
202K
$13.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.15K- 2.83% |
$160K - $179K
|
108K
$6.98M
|