Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
462K+ 64.52% |
$24.8M - $30.9M
|
1.18M
$80M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
197K+ 14.73% |
$10.6M - $13.2M
|
1.53M
$104M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
154KNew |
$8.27M - $10.3M
|
154K
$10.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
97.9K+ 16.38% |
$5.25M - $6.56M
|
696K
$47.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
95.6K+ 1350.73% |
$5.13M - $6.41M
|
103K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
49.5K+ 6.51% |
$2.66M - $3.32M
|
810K
$55M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
35.3KNew |
$1.89M - $2.36M
|
35.3K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
32.2K+ 876.47% |
$1.73M - $2.16M
|
35.9K
$2.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
31.9K+ 6.69% |
$1.71M - $2.14M
|
509K
$34.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 1.72% |
$1.48M - $1.85M
|
1.63M
$111M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
24.1K+ 1.02% |
$1.29M - $1.62M
|
2.39M
$162M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
17.3KNew |
$929K - $1.16M
|
17.3K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
7.62KNew |
$409K - $511K
|
7.62K
$518K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
5.88KNew |
$316K - $394K
|
5.88K
$400K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
4.13K+ 2.66% |
$222K - $277K
|
159K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.91K+ 1.93% |
$210K - $262K
|
206K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
3.12KNew |
$167K - $209K
|
3.12K
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.33KNew |
$125K - $156K
|
2.33K
$158K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.05K+ 0.72% |
$56.4K - $70.5K
|
147K
$9.97M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
965+ 0.14% |
$51.8K - $64.7K
|
675K
$45.9M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
862New |
$46.2K - $57.8K
|
862
$58.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
859+ 14.87% |
$46.1K - $57.6K
|
6.64K
$451K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
685+ 0.72% |
$36.8K - $45.9K
|
96.1K
$6.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
548+ 6.64% |
$29.4K - $36.7K
|
8.8K
$598K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147New |
$7.89K - $9.85K
|
147
$9.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
144+ 0.31% |
$7.73K - $9.65K
|
47.4K
$3.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 0.24% |
$3.06K - $3.82K
|
24.1K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
48+ 0.27% |
$2.58K - $3.22K
|
17.7K
$1.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 0.28% |
$1.88K - $2.35K
|
12.7K
$866K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
16+ 0.28% |
$858 - $1.07K
|
5.82K
$396K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
15+ 0.12% |
$805 - $1.01K
|
12.4K
$844K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
11+ 0.28% |
$590 - $737
|
3.88K
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$107 - $134
|
3.35K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-45- 0.9% |
$2.41K - $3.02K
|
4.97K
$338K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-90- 0.08% |
$4.83K - $6.03K
|
110K
$7.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-93- 0.16% |
$4.99K - $6.23K
|
56.3K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-121- 0.49% |
$6.49K - $8.11K
|
24.5K
$1.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-451- 12.12% |
$24.2K - $30.2K
|
3.27K
$222K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.01K- 18.01% |
$54.2K - $67.8K
|
4.6K
$313K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.1K- 50.02% |
$59.2K - $74K
|
1.1K
$74.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.01K- 2.38% |
$215K - $269K
|
165K
$11.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-15.9K- 16.54% |
$850K - $1.06M
|
80K
$5.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-17.7K- 6.97% |
$950K - $1.19M
|
236K
$16.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 2.76% |
$971K - $1.21M
|
637K
$43.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-67.3K- 17.7% |
$3.61M - $4.51M
|
313K
$21.3M
|