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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.4K- 1.23% |
$2.65M - $2.96M
|
3.56M
$242M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48.1K- 8.0% |
$2.87M - $3.21M
|
554K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.8K- 36.64% |
$3.38M - $3.79M
|
98.2K
$6.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-61.3K- 12.35% |
$3.65M - $4.09M
|
435K
$29.6M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-78.2K- 1.63% |
$4.66M - $5.22M
|
4.71M
$320M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-83.6K- 14.26% |
$4.98M - $5.58M
|
503K
$34.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-98.7K- 34.16% |
$5.88M - $6.58M
|
190K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-117K- 13.85% |
$6.97M - $7.8M
|
727K
$49.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-145K- 5.76% |
$8.62M - $9.65M
|
2.37M
$161M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-203K- 5.02% |
$12.1M - $13.5M
|
3.84M
$261M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-529K- 98.77% |
$31.5M - $35.3M
|
6.58K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-643K- 11.07% |
$38.3M - $42.9M
|
5.16M
$351M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-960K- 95.74% |
$57.2M - $64.1M
|
42.8K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.02M- 72.59% |
$61.1M - $68.3M
|
387K
$26.3M
|