Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.74M+ 48948.8% |
$490M - $543M
|
8.75M
$567M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
495K+ 37.36% |
$27.8M - $30.8M
|
1.82M
$118M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
443K+ 182.09% |
$24.8M - $27.6M
|
687K
$44.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
378KNew |
$21.2M - $23.5M
|
378K
$24.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
257K+ 12.99% |
$14.4M - $16M
|
2.24M
$145M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
218K+ 11.62% |
$12.2M - $13.6M
|
2.09M
$136M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
206K+ 181.73% |
$11.6M - $12.8M
|
320K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
194K+ 669.99% |
$10.9M - $12.1M
|
223K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 9.02% |
$10.4M - $11.6M
|
2.25M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
180K+ 46.58% |
$10.1M - $11.2M
|
567K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 15.5% |
$9.73M - $10.8M
|
1.29M
$83.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
171K+ 1136.29% |
$9.59M - $10.6M
|
186K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
126K+ 814.26% |
$7.06M - $7.84M
|
141K
$9.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
125K+ 21.28% |
$7M - $7.77M
|
712K
$46.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
121K+ 17.35% |
$6.81M - $7.56M
|
822K
$53.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
116KNew |
$6.51M - $7.23M
|
116K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 12.73% |
$6.43M - $7.14M
|
1.02M
$65.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
110K+ 3.53% |
$6.15M - $6.83M
|
3.22M
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
102K+ 422.14% |
$5.72M - $6.35M
|
126K
$8.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92K+ 18.69% |
$5.15M - $5.72M
|
584K
$37.8M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
83.2K+ 105.94% |
$4.66M - $5.17M
|
162K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
82.4K+ 6.57% |
$4.62M - $5.12M
|
1.34M
$86.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
80.1K+ 313.24% |
$4.49M - $4.98M
|
106K
$6.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.7K+ 6.4% |
$3.85M - $4.27M
|
1.14M
$73.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
49.1K+ 61.8% |
$2.75M - $3.06M
|
129K
$8.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47.8K+ 2.06% |
$2.68M - $2.97M
|
2.36M
$153M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
45.9K+ 95.69% |
$2.57M - $2.86M
|
94K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 3.4% |
$2.09M - $2.32M
|
1.13M
$73.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.4K+ 3.59% |
$1.98M - $2.2M
|
1.02M
$66M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33.7K+ 12.02% |
$1.89M - $2.1M
|
314K
$20.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.7K+ 58.32% |
$1.78M - $1.97M
|
86.1K
$5.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
31.4K+ 13.74% |
$1.76M - $1.95M
|
260K
$16.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
24K+ 16.03% |
$1.34M - $1.49M
|
174K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
22.4K+ 1.74% |
$1.26M - $1.4M
|
1.31M
$85.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 9.3% |
$1.26M - $1.4M
|
264K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.4K+ 2.19% |
$1.2M - $1.33M
|
998K
$64.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
21.1K+ 22.36% |
$1.18M - $1.31M
|
115K
$7.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
20.5K+ 18.84% |
$1.15M - $1.28M
|
130K
$8.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
19.7K+ 9.85% |
$1.1M - $1.22M
|
219K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1K+ 3.24% |
$1.07M - $1.19M
|
608K
$39.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18.7K+ 1.5% |
$1.05M - $1.16M
|
1.27M
$82.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.6K+ 6.43% |
$1.04M - $1.15M
|
307K
$19.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.4K+ 31.5% |
$1.03M - $1.15M
|
76.9K
$4.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
18.4KNew |
$1.03M - $1.14M
|
18.4K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
17.5KNew |
$980K - $1.09M
|
17.5K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.3K+ 4.64% |
$972K - $1.08M
|
391K
$25.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
16.1K+ 7.08% |
$904K - $1M
|
244K
$15.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
14.2K+ 1.48% |
$795K - $882K
|
975K
$63.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13.8KNew |
$773K - $858K
|
13.8K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.7K+ 11.76% |
$769K - $853K
|
130K
$8.44M
|