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
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.01% |
$59.6 - $66.7
|
10.3K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$59.6 - $66.7
|
31.5K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$59.6 - $66.7
|
12.4K
$842K
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1+ 0.01% |
$59.6 - $66.7
|
18.5K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$59.6 - $66.7
|
3.35K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1+ 0.32% |
$59.6 - $66.7
|
316
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.06% |
$59.6 - $66.7
|
1.55K
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2- 0.05% |
$119 - $133
|
3.91K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-11- 0.02% |
$656 - $734
|
66.1K
$4.49M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-23- 0.18% |
$1.37K - $1.53K
|
12.8K
$873K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-24- 0.02% |
$1.43K - $1.6K
|
112K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-25- 0.25% |
$1.49K - $1.67K
|
10.2K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-28- 0.65% |
$1.67K - $1.87K
|
4.29K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-30- 6.98% |
$1.79K - $2K
|
400
$27.2K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-32- 0.23% |
$1.91K - $2.13K
|
13.8K
$936K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-33- 0.2% |
$1.97K - $2.2K
|
16.7K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-36- 0.42% |
$2.15K - $2.4K
|
8.59K
$584K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-78- 0.53% |
$4.65K - $5.2K
|
14.5K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-79- 0.14% |
$4.71K - $5.27K
|
56.1K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-85- 0.94% |
$5.07K - $5.67K
|
8.94K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-89- 1.7% |
$5.31K - $5.94K
|
5.16K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-94- 0.62% |
$5.6K - $6.27K
|
15K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-95- 0.38% |
$5.66K - $6.34K
|
24.7K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-97- 2.13% |
$5.78K - $6.47K
|
4.45K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 0.37% |
$5.9K - $6.6K
|
26.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-132- 0.52% |
$7.87K - $8.81K
|
25K
$1.7M
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-153- 1.03% |
$9.12K - $10.2K
|
14.7K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-154- 1.56% |
$9.18K - $10.3K
|
9.73K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-157- 0.3% |
$9.36K - $10.5K
|
51.4K
$3.5M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-163- 4.43% |
$9.72K - $10.9K
|
3.51K
$239K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-168- 0.59% |
$10K - $11.2K
|
28.5K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-180- 3.29% |
$10.7K - $12K
|
5.29K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-186- 0.97% |
$11.1K - $12.4K
|
19K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-204- 1.01% |
$12.2K - $13.6K
|
19.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-251- 4.82% |
$15K - $16.7K
|
4.95K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-256- 2.18% |
$15.3K - $17.1K
|
11.5K
$779K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-270- 12.13% |
$16.1K - $18K
|
1.96K
$133K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-275- 1.9% |
$16.4K - $18.3K
|
14.2K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-281- 1.19% |
$16.8K - $18.7K
|
23.3K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-291- 0.36% |
$17.3K - $19.4K
|
80.5K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-313- 3.17% |
$18.7K - $20.9K
|
9.56K
$649K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-317- 4.5% |
$18.9K - $21.1K
|
6.73K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-332- 0.71% |
$19.8K - $22.1K
|
46.2K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-345- 1.57% |
$20.6K - $23K
|
21.7K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-358- 0.22% |
$21.3K - $23.9K
|
164K
$11.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-399- 1.6% |
$23.8K - $26.6K
|
24.5K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-403- 2.89% |
$24K - $26.9K
|
13.5K
$920K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-407- 2.24% |
$24.3K - $27.2K
|
17.8K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-425- 5.71% |
$25.3K - $28.4K
|
7.02K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-430- 1.92% |
$25.6K - $28.7K
|
22K
$1.49M
|