Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.2M+ 61.35% |
$965M - $1.08B
|
42.6M
$2.89B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.19M+ 49.08% |
$70.8M - $79.3M
|
3.61M
$245M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.18MNew |
$70.6M - $79M
|
1.18M
$80.5M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
770K+ 44.9% |
$45.9M - $51.4M
|
2.49M
$169M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
577K+ 24.91% |
$34.4M - $38.5M
|
2.89M
$197M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
416K+ 35.58% |
$24.8M - $27.8M
|
1.59M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
344K+ 21.7% |
$20.5M - $22.9M
|
1.93M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
247K+ 14.39% |
$14.7M - $16.5M
|
1.96M
$133M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
239K+ 17.97% |
$14.2M - $15.9M
|
1.57M
$107M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
225K+ 31.27% |
$13.4M - $15M
|
945K
$64.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
209KNew |
$12.4M - $13.9M
|
209K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
188K+ 70.57% |
$11.2M - $12.6M
|
455K
$30.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
163K+ 4644.28% |
$9.72M - $10.9M
|
167K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155K+ 68.38% |
$9.21M - $10.3M
|
380K
$25.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140K+ 5.96% |
$8.32M - $9.31M
|
2.48M
$169M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
137K+ 5.8% |
$8.19M - $9.17M
|
2.51M
$170M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
129K+ 3.95% |
$7.7M - $8.62M
|
3.4M
$231M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
126KNew |
$7.51M - $8.4M
|
126K
$8.56M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
123K+ 7.38% |
$7.35M - $8.23M
|
1.79M
$122M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
103K+ 15.43% |
$6.14M - $6.87M
|
770K
$52.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
95.2K+ 14.31% |
$5.67M - $6.35M
|
760K
$51.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.5K+ 8.37% |
$5.63M - $6.3M
|
1.22M
$83.1M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
85.6K+ 14.26% |
$5.11M - $5.71M
|
686K
$46.6M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
82.5KNew |
$4.92M - $5.51M
|
82.5K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
73.6KNew |
$4.39M - $4.91M
|
73.6K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
71.7K+ 36.96% |
$4.28M - $4.78M
|
266K
$18.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.5K+ 6.44% |
$4.2M - $4.7M
|
1.16M
$79.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
69.2K+ 9.26% |
$4.12M - $4.62M
|
817K
$55.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
66.2K+ 66.69% |
$3.95M - $4.42M
|
166K
$11.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
65.9K+ 12.38% |
$3.93M - $4.39M
|
598K
$40.6M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
62.8K+ 20.04% |
$3.74M - $4.19M
|
376K
$25.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
61.8K+ 4.67% |
$3.69M - $4.13M
|
1.39M
$94.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
57.7K+ 49.24% |
$3.44M - $3.85M
|
175K
$11.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
57.1K+ 8.66% |
$3.4M - $3.81M
|
716K
$48.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.3K+ 38.22% |
$3.23M - $3.62M
|
196K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
50.9K+ 43.26% |
$3.03M - $3.39M
|
169K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
50.5K+ 181.21% |
$3.01M - $3.37M
|
78.3K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
48.6KNew |
$2.89M - $3.24M
|
48.6K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
46.2K+ 18.54% |
$2.76M - $3.08M
|
296K
$20.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
44.6K+ 170.55% |
$2.66M - $2.97M
|
70.7K
$4.81M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.1K+ 198.88% |
$2.63M - $2.94M
|
66.3K
$4.51M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
41.4KNew |
$2.47M - $2.76M
|
41.4K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
40.3K+ 22.95% |
$2.4M - $2.69M
|
216K
$14.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39.5KNew |
$2.36M - $2.64M
|
39.5K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
39.3K+ 3.88% |
$2.35M - $2.62M
|
1.05M
$71.6M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
38.6KNew |
$2.3M - $2.57M
|
38.6K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
36.7K+ 206.45% |
$2.19M - $2.45M
|
54.5K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.8KNew |
$2.02M - $2.26M
|
33.8K
$2.3M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
32.8K+ 10.7% |
$1.96M - $2.19M
|
339K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
31.7K+ 230.17% |
$1.89M - $2.11M
|
45.4K
$3.09M
|