Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q2 2024. 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
Jul 12, 2024 Q2 2024
Williams & Novak, LLC

Westlake Village, CA
BUY
 -
6.91K
New
$372K - $409K
6.91K $446K
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
6.67K
+ 59.63%
$359K - $394K
17.8K $1.15M
Jul 18, 2024 Q2 2024
Independent Wealth Network Inc.

BUY
 -
6.56K
+ 13.8%
$353K - $388K
54.1K $3.49M
Aug 14, 2024 Q2 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
6.15K
New
$331K - $364K
6.15K $397K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
6.02K
+ 4.97%
$324K - $356K
127K $8.21M
Aug 27, 2024 Q2 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
5.79K
+ 5.23%
$311K - $342K
116K $7.51M
Aug 07, 2024 Q2 2024
Pfg Advisors

BUY
 -
5.77K
+ 4.33%
$311K - $341K
139K $8.97M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.76K
New
$310K - $341K
5.76K $372K
Jul 11, 2024 Q2 2024
Symmetry Partners, LLC

BUY
 -
5.71K
+ 1.83%
$307K - $338K
317K $20.5M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
5.65K
New
$304K - $334K
5.65K $364K
Aug 14, 2024 Q2 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
5.62K
+ 33.34%
$302K - $332K
22.5K $1.45M
Jul 25, 2024 Q2 2024
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
5.43K
+ 35.21%
$292K - $321K
20.9K $1.35M
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
5.26K
New
$283K - $311K
5.26K $340K
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
5.19K
+ 0.63%
$280K - $307K
830K $53.6M
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
5K
+ 32.51%
$269K - $295K
20.4K $1.31M
Aug 14, 2024 Q2 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.93K
New
$265K - $291K
4.93K $318K
Aug 05, 2024 Q2 2024
Noesis Capital Mangement Corp

BUY
 -
4.76K
New
$256K - $282K
4.76K $308K
Aug 12, 2024 Q2 2024
Lauterbach Financial Advisors, LLC

BUY
 -
4.6K
+ 10.22%
$247K - $272K
49.6K $3.2M
Aug 13, 2024 Q2 2024
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
4.51K
+ 100.0%
$243K - $267K
9.02K $582K
Aug 08, 2024 Q2 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
4.44K
New
$239K - $263K
4.44K $287K
Jul 10, 2024 Q2 2024
Bernardo Wealth Planning LLC

BUY
 -
4.38K
New
$236K - $259K
4.38K $283K
Jul 30, 2024 Q2 2024
Sterling Financial Planning, Inc.

BUY
 -
4.26K
+ 102.16%
$229K - $252K
8.42K $544K
Aug 08, 2024 Q2 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
4.25K
New
$229K - $251K
4.25K $274K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
4.14K
+ 11.31%
$223K - $245K
40.7K $2.63M
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
4.03K
+ 37.26%
$217K - $238K
14.8K $959K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.86K
+ 15.37%
$208K - $228K
29K $1.87M
Jul 17, 2024 Q2 2024
Uma Financial Services, Inc.

BUY
 -
3.81K
+ 35.32%
$205K - $226K
14.6K $944K
Jul 30, 2024 Q2 2024
Life Planning Partners, Inc

BUY
 -
3.76K
+ 17.72%
$203K - $223K
25K $1.61M
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
3.56K
+ 2.15%
$192K - $211K
169K $10.9M
Jul 19, 2024 Q2 2024
Accredited Investors Inc.

BUY
 -
3.56K
New
$191K - $210K
3.56K $230K
Jul 26, 2024 Q2 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.51K
New
$189K - $207K
3.51K $226K
Jul 31, 2024 Q2 2024
Regions Financial Corp

BUY
 -
3.49K
New
$188K - $206K
3.49K $225K
Aug 12, 2024 Q2 2024
Kestra Private Wealth Services, LLC

BUY
 -
3.39K
+ 10.21%
$182K - $200K
36.6K $2.36M
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
3.36K
New
$181K - $198K
3.36K $217K
Aug 12, 2024 Q2 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3.27K
+ 27.09%
$176K - $194K
15.3K $991K
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.93K
+ 36.66%
$157K - $173K
10.9K $704K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
2.76K
+ 51.66%
$149K - $163K
8.11K $524K
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
2.74K
+ 1.82%
$148K - $162K
154K $9.92M
Jul 11, 2024 Q2 2024
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
2.73K
+ 10.81%
$147K - $161K
28K $1.81M
Jul 11, 2024 Q2 2024
Mc Lean Asset Management Corp

BUY
 -
2.61K
+ 0.38%
$141K - $155K
687K $44.4M
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2.59K
+ 14.74%
$139K - $153K
20.2K $1.3M
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
2.56K
+ 5218.37%
$138K - $151K
2.61K $168K
Aug 12, 2024 Q2 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
2.46K
+ 3.75%
$132K - $145K
68.1K $4.4M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
2.41K
New
$130K - $143K
2.41K $156K
Aug 07, 2024 Q2 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
2.31K
+ 1.18%
$125K - $137K
199K $12.8M
Aug 13, 2024 Q2 2024
Fmfe Wealth Management, LLC

Syracuse, NY
BUY
 -
2.21K
+ 0.59%
$119K - $131K
376K $24.3M
Aug 14, 2024 Q2 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
2.16K
+ 14.39%
$116K - $128K
17.1K $1.11M
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
2.15K
New
$116K - $127K
2.15K $139K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
1.93K
+ 0.88%
$104K - $114K
221K $14.2M

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