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 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
781+ 21.37% |
$46.6K - $52.1K
|
4.44K
$301K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
759+ 24.86% |
$45.2K - $50.6K
|
3.81K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
752+ 2.1% |
$44.8K - $50.2K
|
36.5K
$2.48M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
736+ 0.71% |
$43.9K - $49.1K
|
105K
$7.13M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
709+ 1.05% |
$42.3K - $47.3K
|
68.5K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
685+ 6.31% |
$40.8K - $45.7K
|
11.5K
$784K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
667New |
$39.8K - $44.5K
|
667
$45.3K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
662+ 3.07% |
$39.5K - $44.2K
|
22.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
606+ 0.36% |
$36.1K - $40.4K
|
170K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
541+ 0.27% |
$32.2K - $36.1K
|
202K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
541+ 208.08% |
$32.2K - $36.1K
|
801
$54.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
535+ 5.6% |
$31.9K - $35.7K
|
10.1K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
485+ 8.97% |
$28.9K - $32.4K
|
5.89K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
482New |
$28.7K - $32.2K
|
482
$32.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
473+ 7.61% |
$28.2K - $31.6K
|
6.69K
$455K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
465+ 0.09% |
$27.7K - $31K
|
508K
$34.5M
|
|
|
May 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
449+ 0.39% |
$26.8K - $30K
|
115K
$7.81M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
432+ 3.55% |
$25.8K - $28.8K
|
12.6K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
423+ 0.94% |
$25.2K - $28.2K
|
45.6K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
401+ 3.5% |
$23.9K - $26.8K
|
11.9K
$807K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
400+ 2.47% |
$23.8K - $26.7K
|
16.6K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
369New |
$22K - $24.6K
|
369
$25.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
313+ 8.78% |
$18.7K - $20.9K
|
3.88K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
313New |
$18.7K - $20.9K
|
313
$21.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
312+ 3.77% |
$18.6K - $20.8K
|
8.59K
$584K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
300+ 2.31% |
$17.9K - $20K
|
13.3K
$902K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
293+ 1.09% |
$17.5K - $19.5K
|
27.2K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
290New |
$17.3K - $19.3K
|
290
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
287+ 0.1% |
$17.1K - $19.1K
|
295K
$20.1M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
270+ 30.37% |
$16.1K - $18K
|
1.16K
$78.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
267New |
$15.9K - $17.8K
|
267
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
253+ 0.06% |
$15.1K - $16.9K
|
426K
$28.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
252+ 0.84% |
$15K - $16.8K
|
30.2K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
250+ 0.95% |
$14.9K - $16.7K
|
26.7K
$1.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
247+ 0.14% |
$14.7K - $16.5K
|
182K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
210+ 1.31% |
$12.5K - $14K
|
16.2K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
206+ 0.8% |
$12.3K - $13.7K
|
26K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
198+ 3.82% |
$11.8K - $13.2K
|
5.39K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
166New |
$9.9K - $11.1K
|
166
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
154+ 1.36% |
$9.18K - $10.3K
|
11.5K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
151+ 0.15% |
$9K - $10.1K
|
102K
$6.91M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
133New |
$7.93K - $8.87K
|
133
$9.04K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
125+ 39.06% |
$7.45K - $8.34K
|
445
$30.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
121+ 0.49% |
$7.21K - $8.07K
|
24.6K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
116+ 2.51% |
$6.91K - $7.74K
|
4.74K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
107+ 0.83% |
$6.38K - $7.14K
|
13K
$884K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
104+ 0.22% |
$6.2K - $6.94K
|
47.2K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
88+ 0.07% |
$5.25K - $5.87K
|
128K
$8.73M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
86+ 0.17% |
$5.13K - $5.74K
|
51K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
85+ 0.19% |
$5.07K - $5.67K
|
44.2K
$3M
|