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 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-432- 4.66% |
$25.8K - $28.8K
|
8.83K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-448- 0.11% |
$26.7K - $29.9K
|
411K
$27.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-450- 4.88% |
$26.8K - $30K
|
8.76K
$595K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-450- 2.81% |
$26.8K - $30K
|
15.6K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-450- 3.44% |
$26.8K - $30K
|
12.6K
$859K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-481- 5.04% |
$28.7K - $32.1K
|
9.07K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-499- 6.0% |
$29.7K - $33.3K
|
7.82K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-529- 0.89% |
$31.5K - $35.3K
|
59.2K
$4.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-530- 0.64% |
$31.6K - $35.4K
|
82K
$5.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-545- 2.0% |
$32.5K - $36.4K
|
26.7K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-581- 5.47% |
$34.6K - $38.8K
|
10K
$682K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-600- 5.18% |
$35.8K - $40K
|
11K
$747K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-608- 0.12% |
$36.2K - $40.6K
|
507K
$34.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-620- 1.88% |
$37K - $41.4K
|
32.3K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-620- 2.42% |
$37K - $41.4K
|
25K
$1.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-671- 6.36% |
$40K - $44.8K
|
9.87K
$671K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-727- 6.65% |
$43.3K - $48.5K
|
10.2K
$693K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-735- 0.5% |
$43.8K - $49K
|
146K
$9.9M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-743- 2.37% |
$44.3K - $49.6K
|
30.7K
$2.08M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-756- 14.32% |
$45.1K - $50.4K
|
4.52K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-759- 1.69% |
$45.2K - $50.6K
|
44K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-769- 1.3% |
$45.8K - $51.3K
|
58.5K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-774- 0.77% |
$46.1K - $51.6K
|
99.4K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-813- 13.04% |
$48.5K - $54.2K
|
5.42K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-843- 8.47% |
$50.3K - $56.2K
|
9.12K
$619K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-847- 14.69% |
$50.5K - $56.5K
|
4.92K
$334K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-850- 4.92% |
$50.7K - $56.7K
|
16.4K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-869- 6.13% |
$51.8K - $58K
|
13.3K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-876- 1.81% |
$52.2K - $58.4K
|
47.5K
$3.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-877- 1.37% |
$52.3K - $58.5K
|
63.2K
$4.29M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-929- 0.72% |
$55.4K - $62K
|
129K
$8.75M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-934- 1.19% |
$55.7K - $62.3K
|
77.7K
$5.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-972- 0.87% |
$57.9K - $64.8K
|
110K
$7.49M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 4.5% |
$59.6K - $66.7K
|
21.2K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.01K- 10.9% |
$60.4K - $67.6K
|
8.29K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.02K- 2.99% |
$60.7K - $67.9K
|
33K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-1.05K- 4.53% |
$62.4K - $69.8K
|
22.1K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 1.12% |
$62.5K - $70K
|
93K
$6.32M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.05K- 1.3% |
$62.6K - $70K
|
79.8K
$5.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-1.05K- 0.22% |
$62.6K - $70K
|
473K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.13K- 1.21% |
$67.5K - $75.5K
|
92.5K
$6.28M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.13K- 22.17% |
$67.6K - $75.6K
|
3.98K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.15K- 5.18% |
$68.6K - $76.7K
|
21.1K
$1.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.15K- 9.35% |
$68.8K - $77K
|
11.2K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.16K- 2.06% |
$68.8K - $77.1K
|
55K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1.21K- 2.84% |
$72K - $80.6K
|
41.4K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
SELL
|
- |
-1.22K- 6.21% |
$72.9K - $81.6K
|
18.5K
$1.25M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.23K- 16.24% |
$73.1K - $81.9K
|
6.33K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.23K- 1.27% |
$73.3K - $82K
|
95.5K
$6.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.26K- 23.02% |
$74.9K - $83.8K
|
4.2K
$285K
|