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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.3KClosed |
$77.3K - $86.5K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.35K- 23.84% |
$80.2K - $89.7K
|
4.3K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.35K- 2.34% |
$80.5K - $90.1K
|
56.4K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.39K- 1.97% |
$82.6K - $92.4K
|
68.8K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.43K- 23.9% |
$85K - $95.1K
|
4.54K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.45K- 3.24% |
$86.1K - $96.4K
|
43.1K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.5K- 33.79% |
$89.4K - $100K
|
2.94K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 6.18% |
$92.2K - $103K
|
23.5K
$1.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.58K- 97.22% |
$93.9K - $105K
|
45
$3.06K
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.6K- 11.42% |
$95.3K - $107K
|
12.4K
$843K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.68K- 3.0% |
$100K - $112K
|
54.3K
$3.69M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.71K- 11.93% |
$102K - $114K
|
12.6K
$856K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.77K- 0.18% |
$105K - $118K
|
970K
$65.9M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.84K- 2.0% |
$109K - $122K
|
90.1K
$6.12M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.85K- 3.93% |
$110K - $123K
|
45.3K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.87K- 1.03% |
$111K - $124K
|
180K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.88K- 50.0% |
$112K - $126K
|
1.88K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-1.92K- 31.5% |
$114K - $128K
|
4.18K
$284K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-2K- 1.75% |
$119K - $133K
|
113K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.02K- 5.42% |
$121K - $135K
|
35.3K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.11K- 5.19% |
$126K - $141K
|
38.6K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-2.2K- 3.89% |
$131K - $147K
|
54.5K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.31K- 8.71% |
$138K - $154K
|
24.2K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.37K- 3.74% |
$141K - $158K
|
61K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 2.8% |
$168K - $188K
|
98.1K
$6.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.84K- 12.4% |
$169K - $189K
|
20K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.86K- 2.56% |
$170K - $191K
|
109K
$7.38M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.91K- 3.11% |
$174K - $194K
|
90.8K
$6.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.95K- 11.9% |
$176K - $197K
|
21.8K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 0.62% |
$179K - $200K
|
477K
$32.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-3.08K- 2.73% |
$184K - $206K
|
110K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-3.19K- 41.44% |
$190K - $213K
|
4.51K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.28K- 1.82% |
$195K - $219K
|
177K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-3.32K- 2.93% |
$198K - $222K
|
110K
$7.48M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.48K- 49.99% |
$207K - $232K
|
3.48K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 12.02% |
$221K - $247K
|
27.1K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-3.88K- 15.26% |
$231K - $259K
|
21.6K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.93K- 0.51% |
$234K - $262K
|
766K
$52.1M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4K- 4.4% |
$239K - $267K
|
87K
$5.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-4.21K- 4.21% |
$251K - $281K
|
95.8K
$6.51M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.36K- 0.89% |
$260K - $291K
|
487K
$33.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-4.53K- 2.29% |
$270K - $302K
|
193K
$13.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-4.6K- 5.53% |
$274K - $307K
|
78.6K
$5.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.69K- 0.82% |
$280K - $313K
|
569K
$38.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.28K- 1.8% |
$315K - $352K
|
287K
$19.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.37K- 0.52% |
$320K - $358K
|
1.02M
$69.3M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-5.49K- 8.57% |
$327K - $366K
|
58.6K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-5.68K- 0.89% |
$338K - $379K
|
635K
$43.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.76K- 0.48% |
$343K - $384K
|
1.2M
$81.4M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.82K- 1.91% |
$347K - $388K
|
299K
$20.3M
|