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 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-6.02K- 3.16% |
$359K - $402K
|
184K
$12.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.07K- 2.49% |
$362K - $405K
|
238K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-6.16K- 0.6% |
$367K - $411K
|
1.02M
$69.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.33K- 21.27% |
$378K - $423K
|
23.4K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-6.9K- 15.66% |
$411K - $460K
|
37.1K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.91K- 10.58% |
$412K - $461K
|
58.4K
$3.97M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-6.93K- 57.2% |
$413K - $462K
|
5.19K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-7.68K- 4.66% |
$458K - $512K
|
157K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
SELL
|
- |
-7.82K- 1.21% |
$466K - $522K
|
639K
$43.4M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-8.36K- 2.98% |
$498K - $557K
|
272K
$18.5M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.4K- 2.88% |
$501K - $560K
|
284K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.42K- 5.33% |
$502K - $562K
|
150K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8.65K- 38.75% |
$515K - $577K
|
13.7K
$929K
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-8.76K- 1.93% |
$522K - $584K
|
444K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.97K- 72.1% |
$535K - $598K
|
3.47K
$236K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.29K- 8.71% |
$554K - $620K
|
97.3K
$6.61M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.59K- 0.83% |
$571K - $639K
|
1.15M
$77.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-9.87K- 11.83% |
$588K - $658K
|
73.6K
$5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-10.9K- 10.13% |
$652K - $730K
|
97K
$6.59M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-11.5K- 12.53% |
$688K - $770K
|
80.6K
$5.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-11.8K- 2.52% |
$702K - $786K
|
456K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-11.9K- 6.64% |
$711K - $795K
|
168K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.1K- 1.76% |
$722K - $808K
|
674K
$45.8M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-12.8K- 3.41% |
$764K - $855K
|
362K
$24.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.3K- 6.16% |
$792K - $887K
|
202K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13.3K- 0.95% |
$795K - $890K
|
1.39M
$94.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-13.9K- 11.37% |
$828K - $927K
|
108K
$7.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-14.5K- 62.15% |
$863K - $966K
|
8.82K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.2K- 70.38% |
$906K - $1.01M
|
6.4K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-15.6K- 9.88% |
$930K - $1.04M
|
142K
$9.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.3K- 1.17% |
$1.03M - $1.15M
|
1.46M
$98.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.6K- 2.47% |
$1.05M - $1.18M
|
695K
$47.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-18K- 13.29% |
$1.08M - $1.2M
|
118K
$8M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-18.6K- 2.32% |
$1.11M - $1.24M
|
783K
$53.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-19.2K- 2.96% |
$1.14M - $1.28M
|
629K
$42.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
SELL
|
- |
-21.2K- 20.65% |
$1.26M - $1.41M
|
81.4K
$5.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-21.8K- 9.84% |
$1.3M - $1.46M
|
200K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-22K- 2.23% |
$1.31M - $1.46M
|
960K
$65.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-24.2K- 2.26% |
$1.44M - $1.61M
|
1.05M
$71.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-24.6K- 62.49% |
$1.47M - $1.64M
|
14.8K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-26.4K- 27.34% |
$1.57M - $1.76M
|
70.1K
$4.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-27.3K- 1.67% |
$1.63M - $1.82M
|
1.61M
$109M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-29K- 2.3% |
$1.73M - $1.94M
|
1.23M
$83.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-34.3K- 3.11% |
$2.04M - $2.29M
|
1.07M
$72.6M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-35.2K- 71.26% |
$2.1M - $2.35M
|
14.2K
$965K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-37.3K- 99.94% |
$2.23M - $2.49M
|
21
$1.43K
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-38.6K- 69.19% |
$2.3M - $2.57M
|
17.2K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-38.9K- 3.79% |
$2.32M - $2.59M
|
988K
$67.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-40.5K- 61.11% |
$2.42M - $2.7M
|
25.8K
$1.75M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-43.5K- 7.12% |
$2.6M - $2.91M
|
568K
$38.6M
|