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
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
31.2KNew |
$1.86M - $2.08M
|
31.2K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
30.7K+ 87.06% |
$1.83M - $2.05M
|
65.9K
$4.48M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.9K+ 9.34% |
$1.78M - $1.99M
|
350K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
29.9KNew |
$1.78M - $1.99M
|
29.9K
$2.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28.9K+ 18.26% |
$1.72M - $1.93M
|
187K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
28.2K+ 7.87% |
$1.68M - $1.88M
|
386K
$26.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
27.1K+ 12.42% |
$1.61M - $1.81M
|
245K
$16.6M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
25.5KNew |
$1.52M - $1.7M
|
25.5K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
25.2K+ 4.49% |
$1.5M - $1.68M
|
588K
$39.9M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
24.3KNew |
$1.45M - $1.62M
|
24.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.1KNew |
$1.44M - $1.61M
|
24.1K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5K+ 579.61% |
$1.4M - $1.57M
|
27.6K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23.5K+ 47.87% |
$1.4M - $1.57M
|
72.5K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
23.3K+ 10.28% |
$1.39M - $1.56M
|
250K
$17M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22K+ 6.04% |
$1.31M - $1.47M
|
387K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
21.9KNew |
$1.31M - $1.46M
|
21.9K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
21.6K+ 11.62% |
$1.29M - $1.44M
|
207K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20.3K+ 19.98% |
$1.21M - $1.35M
|
122K
$8.27M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
19.8K+ 83.29% |
$1.18M - $1.32M
|
43.6K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.5KNew |
$1.16M - $1.3M
|
19.5K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
18.5K+ 3.75% |
$1.1M - $1.23M
|
512K
$34.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
17.8K+ 3.99% |
$1.06M - $1.19M
|
463K
$31.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
17.6K+ 13.19% |
$1.05M - $1.18M
|
151K
$10.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17KNew |
$1.01M - $1.13M
|
17K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.9K+ 6.69% |
$1.01M - $1.13M
|
269K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6K+ 12.36% |
$989K - $1.11M
|
151K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
16.4K+ 25.15% |
$980K - $1.1M
|
81.8K
$5.56M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
15.8K+ 1.3% |
$944K - $1.06M
|
1.24M
$84.1M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
14.9K+ 19.88% |
$889K - $995K
|
89.9K
$6.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
14.2K+ 17.88% |
$846K - $947K
|
93.6K
$6.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14.2KNew |
$845K - $946K
|
14.2K
$963K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
13.9K+ 1.05% |
$831K - $930K
|
1.34M
$90.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.4K+ 5.43% |
$799K - $895K
|
260K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
12.7KNew |
$757K - $847K
|
12.7K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12.5K+ 220.43% |
$747K - $836K
|
18.2K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
12.5K+ 17.69% |
$745K - $834K
|
83.2K
$5.65M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
11.8K+ 468.76% |
$702K - $786K
|
14.3K
$971K
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.1K+ 74.34% |
$662K - $741K
|
26.1K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.9K+ 38.84% |
$651K - $729K
|
39K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
10.9K+ 121.32% |
$649K - $726K
|
19.9K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
10.8KNew |
$646K - $722K
|
10.8K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
10.7KNew |
$639K - $715K
|
10.7K
$728K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.3KNew |
$612K - $685K
|
10.3K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.3K+ 22.74% |
$612K - $685K
|
55.4K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
10.1K+ 2.67% |
$603K - $675K
|
389K
$26.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.1K+ 366.92% |
$602K - $673K
|
12.8K
$873K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
9.89K+ 6.45% |
$589K - $660K
|
163K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.85K+ 8.35% |
$587K - $657K
|
128K
$8.69M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.85K+ 3.66% |
$587K - $657K
|
279K
$19M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.81K+ 187.72% |
$585K - $655K
|
15K
$1.02M
|