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 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
82+ 0.54% |
$4.89K - $5.47K
|
15.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
73+ 9.91% |
$4.35K - $4.87K
|
810
$55K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
54+ 0.09% |
$3.22K - $3.6K
|
59.2K
$4.02M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
49+ 0.19% |
$2.92K - $3.27K
|
26K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 0.05% |
$2.86K - $3.2K
|
89.5K
$6.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
41+ 62.12% |
$2.44K - $2.74K
|
107
$7.27K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
39+ 0.22% |
$2.32K - $2.6K
|
17.6K
$1.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
38+ 0.16% |
$2.27K - $2.53K
|
24.1K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
33+ 0.34% |
$1.97K - $2.2K
|
9.77K
$664K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
32+ 0.13% |
$1.91K - $2.13K
|
24K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
29+ 0.22% |
$1.73K - $1.93K
|
13K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28+ 0.23% |
$1.67K - $1.87K
|
12.2K
$831K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
25+ 0.23% |
$1.49K - $1.67K
|
11K
$749K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
25+ 0.08% |
$1.49K - $1.67K
|
31.2K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
22+ 0.22% |
$1.31K - $1.47K
|
10.2K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
22+ 0.23% |
$1.31K - $1.47K
|
9.48K
$644K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
18+ 0.07% |
$1.07K - $1.2K
|
27.5K
$1.87M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
16+ 0.07% |
$954 - $1.07K
|
23.1K
$1.57M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
16+ 0.18% |
$954 - $1.07K
|
8.67K
$589K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
15+ 0.1% |
$894 - $1K
|
15.7K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
14+ 0.22% |
$835 - $934
|
6.26K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
14+ 0.21% |
$835 - $934
|
6.53K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14+ 0.23% |
$835 - $934
|
6.05K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
13+ 0.22% |
$775 - $867
|
5.81K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
12+ 0.07% |
$715 - $801
|
16.8K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.22% |
$656 - $734
|
5K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
11+ 0.23% |
$656 - $734
|
4.78K
$325K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.07% |
$596 - $667
|
14.7K
$997K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.23% |
$596 - $667
|
4.32K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10+ 0.21% |
$596 - $667
|
4.85K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
10+ 0.21% |
$596 - $667
|
4.85K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.23% |
$596 - $667
|
4.3K
$292K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.16% |
$536 - $600
|
5.62K
$382K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
9+ 0.24% |
$536 - $600
|
3.78K
$257K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
9+ 0.24% |
$536 - $600
|
3.78K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.21% |
$477 - $534
|
3.75K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.21% |
$477 - $534
|
3.87K
$263K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
7+ 0.21% |
$417 - $467
|
3.39K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$298 - $334
|
29.8K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4+ 0.07% |
$238 - $267
|
5.41K
$368K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
4+ 0.02% |
$238 - $267
|
18.9K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Gpwm LLC
|
BUY
|
- |
4+ 0.22% |
$238 - $267
|
1.83K
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.23% |
$179 - $200
|
1.3K
$88.5K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.17% |
$179 - $200
|
1.77K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
3+ 0.07% |
$179 - $200
|
4.34K
$295K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.28% |
$179 - $200
|
1.07K
$72.6K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
2+ 0.02% |
$119 - $133
|
10.3K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.35% |
$119 - $133
|
566
$38.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$119 - $133
|
822
$55.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.02% |
$59.6 - $66.7
|
4.12K
$280K
|