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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.74K+ 169.9% |
$581K - $650K
|
15.5K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.25K+ 6.2% |
$552K - $617K
|
159K
$10.8M
|
|
|
May 19, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
9.12K+ 3.72% |
$544K - $608K
|
254K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
8.32KNew |
$496K - $555K
|
8.32K
$565K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7.74K+ 3.92% |
$461K - $516K
|
205K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.23K+ 2.12% |
$431K - $483K
|
348K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.97K+ 9.99% |
$416K - $465K
|
76.8K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
6.91KNew |
$412K - $461K
|
6.91K
$469K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.89KNew |
$410K - $459K
|
6.89K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
6.81K+ 2.82% |
$406K - $454K
|
248K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6.79K+ 1.58% |
$405K - $453K
|
438K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.51K+ 7.82% |
$388K - $434K
|
89.7K
$6.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.36K+ 38.49% |
$379K - $424K
|
22.9K
$1.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.3KNew |
$375K - $420K
|
6.3K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
6.29KNew |
$375K - $419K
|
6.29K
$427K
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.06K+ 121.7% |
$361K - $404K
|
11K
$751K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.99K+ 7.9% |
$357K - $400K
|
81.9K
$5.56M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.89K+ 1.13% |
$351K - $393K
|
527K
$35.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5.59KNew |
$333K - $373K
|
5.59K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.56K+ 7.81% |
$331K - $371K
|
76.7K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.3K+ 26.21% |
$316K - $353K
|
25.5K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.26K+ 75.28% |
$313K - $351K
|
12.2K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.23K+ 5.02% |
$312K - $349K
|
110K
$7.44M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.11K+ 11.29% |
$304K - $341K
|
50.3K
$3.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
5.08K+ 3.89% |
$303K - $339K
|
136K
$9.22M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
5KNew |
$298K - $333K
|
5K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
4.99KNew |
$297K - $333K
|
4.99K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.99K+ 29.75% |
$297K - $333K
|
21.8K
$1.48M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
4.86KNew |
$290K - $324K
|
4.86K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
4.85K+ 1.09% |
$289K - $324K
|
448K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.77KNew |
$284K - $318K
|
4.77K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.77K+ 12.26% |
$284K - $318K
|
43.7K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.71K+ 0.51% |
$281K - $314K
|
928K
$63.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
4.57K+ 16.01% |
$272K - $305K
|
33.1K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
4.49KNew |
$267K - $299K
|
4.49K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.35KNew |
$259K - $290K
|
4.35K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.21K+ 22.12% |
$251K - $281K
|
23.2K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.2K+ 50.68% |
$250K - $280K
|
12.5K
$848K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.18K+ 2.54% |
$249K - $279K
|
169K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.18K+ 8.11% |
$249K - $279K
|
55.7K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.08K+ 7.01% |
$243K - $272K
|
62.2K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.07K+ 558.08% |
$243K - $272K
|
4.8K
$326K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$242K - $271K
|
4.06K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.05K+ 69.41% |
$241K - $270K
|
9.88K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4K+ 39.39% |
$238K - $267K
|
14.2K
$962K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.86K+ 6.29% |
$230K - $258K
|
65.3K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3.83KNew |
$229K - $256K
|
3.83K
$261K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.8K+ 2.75% |
$226K - $253K
|
142K
$9.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
3.76K+ 11.76% |
$224K - $251K
|
35.7K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66K+ 1.61% |
$218K - $244K
|
231K
$15.7M
|