Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-235- 0.25% |
$12.7K - $13.9K
|
93.2K
$6.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-246- 3.38% |
$13.2K - $14.5K
|
7.04K
$455K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-249- 1.55% |
$13.4K - $14.7K
|
15.8K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-259- 2.84% |
$13.9K - $15.3K
|
8.87K
$573K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-317- 3.51% |
$17.1K - $18.7K
|
8.73K
$563K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-319- 5.98% |
$17.2K - $18.9K
|
5.02K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-352- 96.7% |
$18.9K - $20.8K
|
12
$775
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-367- 0.8% |
$19.8K - $21.7K
|
45.7K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-378- 3.3% |
$20.3K - $22.4K
|
11.1K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-386- 0.89% |
$20.8K - $22.8K
|
42.8K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-391- 2.29% |
$21K - $23.1K
|
16.7K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-400- 8.7% |
$21.5K - $23.7K
|
4.2K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-436- 0.86% |
$23.5K - $25.8K
|
50K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-467- 0.32% |
$25.1K - $27.6K
|
147K
$9.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-469- 1.89% |
$25.2K - $27.7K
|
24.3K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-509- 12.7% |
$27.4K - $30.1K
|
3.5K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-526- 5.0% |
$28.3K - $31.1K
|
10K
$645K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-547- 8.67% |
$29.4K - $32.3K
|
5.77K
$372K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-550- 4.41% |
$29.6K - $32.5K
|
11.9K
$769K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-599- 2.02% |
$32.2K - $35.4K
|
29.1K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-603- 0.53% |
$32.5K - $35.7K
|
113K
$7.28M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-611- 2.52% |
$32.9K - $36.1K
|
23.7K
$1.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-630- 2.13% |
$33.9K - $37.3K
|
29K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-659- 0.23% |
$35.5K - $39K
|
281K
$18.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-677- 10.52% |
$36.4K - $40K
|
5.76K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-689- 45.24% |
$37.1K - $40.7K
|
834
$53.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-700- 2.52% |
$37.7K - $41.4K
|
27K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-704- 6.19% |
$37.9K - $41.6K
|
10.7K
$689K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-735- 3.32% |
$39.6K - $43.5K
|
21.4K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-856- 17.41% |
$46.1K - $50.6K
|
4.06K
$262K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-892- 0.08% |
$48K - $52.8K
|
1.07M
$69.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-989- 3.63% |
$53.2K - $58.5K
|
26.2K
$1.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-993- 0.49% |
$53.5K - $58.7K
|
201K
$13M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.04K- 2.1% |
$55.8K - $61.3K
|
48.4K
$3.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.11K- 24.98% |
$59.8K - $65.7K
|
3.34K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.13K- 3.3% |
$60.9K - $66.9K
|
33.1K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 3.51% |
$62.8K - $69K
|
32.1K
$2.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.17K- 24.97% |
$62.9K - $69.1K
|
3.51K
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.22K- 3.2% |
$65.7K - $72.2K
|
36.9K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.34K- 12.86% |
$72.3K - $79.5K
|
9.11K
$588K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.36K- 20.86% |
$73.3K - $80.5K
|
5.17K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.42K- 0.57% |
$76.6K - $84.2K
|
246K
$15.9M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.45K- 0.19% |
$78.2K - $85.9K
|
780K
$50.4M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 7.4% |
$79K - $86.8K
|
18.4K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 5.65% |
$80K - $87.9K
|
24.8K
$1.6M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.5K- 23.08% |
$80.7K - $88.7K
|
5K
$323K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.51K- 14.97% |
$81K - $89K
|
8.55K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.6K- 6.46% |
$86.1K - $94.6K
|
23.1K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.61K- 1.4% |
$86.8K - $95.4K
|
114K
$7.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.62K- 22.65% |
$87.1K - $95.7K
|
5.53K
$357K
|