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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64KNew |
$217K - $242K
|
3.64K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.43K+ 15.55% |
$205K - $229K
|
25.5K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.42K+ 7.76% |
$204K - $228K
|
47.5K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
3.28K+ 2.18% |
$195K - $218K
|
153K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.14K+ 79.78% |
$187K - $210K
|
7.08K
$481K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.14KNew |
$187K - $210K
|
3.14K
$213K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
3.08K+ 70.0% |
$184K - $205K
|
7.48K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.04K+ 16.05% |
$181K - $203K
|
22K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
3.04KNew |
$181K - $202K
|
3.04K
$206K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.94KNew |
$175K - $196K
|
2.94K
$200K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.85K+ 0.99% |
$170K - $190K
|
289K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
2.83K+ 10.21% |
$169K - $189K
|
30.5K
$2.07M
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
2.67K+ 1.48% |
$159K - $178K
|
183K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.64K+ 6.27% |
$157K - $176K
|
44.8K
$3.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 37.83% |
$157K - $175K
|
9.58K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.61K+ 17.43% |
$155K - $174K
|
17.6K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
2.59K+ 81.66% |
$154K - $173K
|
5.76K
$392K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.53K+ 0.39% |
$151K - $169K
|
655K
$44.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.49K+ 2.95% |
$148K - $166K
|
87K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.39K+ 0.98% |
$142K - $159K
|
247K
$16.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.37K+ 38.58% |
$141K - $158K
|
8.51K
$578K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.31K+ 6.01% |
$138K - $154K
|
40.8K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.28K+ 2.14% |
$136K - $152K
|
109K
$7.39M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 11.29% |
$135K - $151K
|
22.3K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.25K+ 1.45% |
$134K - $150K
|
158K
$10.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 14.17% |
$132K - $148K
|
17.9K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.14K+ 9.9% |
$127K - $142K
|
23.7K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
2.13K+ 0.84% |
$127K - $142K
|
255K
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.8K+ 1.47% |
$107K - $120K
|
124K
$8.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
1.79K+ 25.18% |
$107K - $119K
|
8.89K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.66K+ 8.15% |
$98.7K - $110K
|
22K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.54K+ 1.78% |
$91.6K - $102K
|
87.7K
$5.96M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.53K+ 8.51% |
$91.1K - $102K
|
19.5K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.52K+ 3.12% |
$90.4K - $101K
|
50.1K
$3.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.51K+ 2.72% |
$90.2K - $101K
|
57.3K
$3.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.42K+ 21.82% |
$84.3K - $94.4K
|
7.9K
$537K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.41K+ 86.52% |
$83.8K - $93.8K
|
3.03K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.38K+ 13.05% |
$82.5K - $92.3K
|
12K
$815K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.38K+ 19.99% |
$82K - $91.7K
|
8.25K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.32K+ 7.08% |
$78.4K - $87.8K
|
19.9K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.26K+ 3.54% |
$75.2K - $84.2K
|
37K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.23K+ 0.46% |
$73K - $81.7K
|
266K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.22K+ 2.2% |
$72.7K - $81.4K
|
56.6K
$3.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.09K+ 12.03% |
$64.8K - $72.5K
|
10.1K
$688K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.08K+ 3.94% |
$64.3K - $72K
|
28.5K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.04K+ 0.76% |
$61.7K - $69K
|
137K
$9.32M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
899+ 0.9% |
$53.6K - $60K
|
101K
$6.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
888+ 0.65% |
$52.9K - $59.2K
|
137K
$9.32M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
845+ 17.44% |
$50.4K - $56.4K
|
5.69K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
815+ 28.95% |
$48.6K - $54.4K
|
3.63K
$247K
|