Purchases and Sales Made in Q4 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 Q4 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
Jan 15, 2025 Q4 2024
Helen Stephens Group, LLC

BUY
 -
517K
+ 3374.27%
$31.8M - $34.3M
532K $34.3M
Jan 14, 2025 Q4 2024
Mason & Associates Inc

BUY
 -
391K
+ 54.99%
$24.1M - $26M
1.1M $71.2M
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
275K
+ 13.15%
$16.9M - $18.3M
2.37M $153M
Jan 16, 2025 Q4 2024
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
271K
+ 12.1%
$16.7M - $18M
2.51M $162M
Jan 16, 2025 Q4 2024
Bernardo Wealth Planning LLC

BUY
 -
137K
+ 1086.39%
$8.41M - $9.09M
149K $9.64M
Jan 10, 2025 Q4 2024
Trinity Financial Advisors LLC

BUY
 -
112K
+ 106.27%
$6.91M - $7.46M
218K $14.1M
Jan 06, 2025 Q4 2024
Ridgeline Wealth, LLC

Mesa, AZ
BUY
 -
100K
New
$6.16M - $6.65M
100K $6.46M
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
54.5K
+ 1.7%
$3.35M - $3.63M
3.27M $211M
Jan 13, 2025 Q4 2024
Professional Financial Advisors, LLC

BUY
 -
17.6K
New
$1.08M - $1.17M
17.6K $1.13M
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
9.88K
+ 1.03%
$608K - $657K
972K $62.7M
Jan 15, 2025 Q4 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
9.01K
+ 2.13%
$554K - $599K
431K $27.8M
Jan 16, 2025 Q4 2024
Meritas Wealth Management, LLC

Larkspur, CA
BUY
 -
8.27K
+ 3.39%
$509K - $550K
252K $16.3M
Jan 16, 2025 Q4 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
6.95K
New
$428K - $462K
6.95K $449K
Jan 07, 2025 Q4 2024
Strathmore Capital Advisors, Inc.

Charlotte, NC
BUY
 -
5.78K
New
$355K - $384K
5.78K $373K
Jan 16, 2025 Q4 2024
Brady Martz Wealth Solutions, LLC

Grand Forks, ND
BUY
 -
5.19K
New
$319K - $345K
5.19K $335K
Jan 13, 2025 Q4 2024
Seed Wealth Management, Inc.

Evanston, IL
BUY
 -
4.15K
New
$255K - $276K
4.15K $268K
Jan 15, 2025 Q4 2024
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
3.51K
New
$216K - $234K
3.51K $227K
Jan 13, 2025 Q4 2024
Dbk Financial Counsel, LLC

BUY
 -
2.36K
+ 5.65%
$145K - $157K
44.1K $2.85M
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
1.68K
+ 1.33%
$104K - $112K
128K $8.29M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
1.51K
+ 0.23%
$93K - $100K
658K $42.5M
Jan 08, 2025 Q4 2024
Shearwater Capital LLC

BUY
 -
792
+ 2.54%
$48.7K - $52.7K
32K $2.06M
Jan 14, 2025 Q4 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
769
+ 14.31%
$47.3K - $51.1K
6.14K $397K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
700
New
$43.1K - $46.6K
700 $45.2K
Jan 16, 2025 Q4 2024
Bayshore Asset Management, LLC

BUY
 -
470
+ 0.42%
$28.9K - $31.3K
111K $7.2M
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
272
New
$16.7K - $18.1K
272 $17.6K
Jan 14, 2025 Q4 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
222
New
$13.7K - $14.8K
222 $14.3K
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
187
+ 4.29%
$11.5K - $12.4K
4.55K $294K
Jan 16, 2025 Q4 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
168
+ 3.21%
$10.3K - $11.2K
5.41K $349K
Jan 16, 2025 Q4 2024
Gemmer Asset Management LLC

BUY
 -
125
+ 0.14%
$7.69K - $8.31K
89.5K $5.78M
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
87
+ 0.15%
$5.35K - $5.79K
59.2K $3.82M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
78
+ 0.3%
$4.8K - $5.19K
26K $1.68M
Jan 14, 2025 Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
63
+ 0.35%
$3.88K - $4.19K
18.2K $1.17M
Jan 15, 2025 Q4 2024
Andrews, Lucia Wealth Management LLC

BUY
 -
54
+ 0.11%
$3.32K - $3.59K
47.1K $3.04M
Jan 13, 2025 Q4 2024
Winthrop Advisory Group LLC

BUY
 -
28
+ 0.1%
$1.72K - $1.86K
27.5K $1.77M
Jan 13, 2025 Q4 2024
Bka Wealth Consulting, Inc.

BUY
 -
26
+ 0.3%
$1.6K - $1.73K
8.66K $559K
Jan 15, 2025 Q4 2024
25 LLC

St. Louis, MO
BUY
 -
23
+ 0.15%
$1.41K - $1.53K
15.7K $1.01M
Jan 02, 2025 Q4 2024
Versant Capital Management, Inc

BUY
 -
15
+ 0.27%
$923 - $998
5.61K $362K
Jan 15, 2025 Q4 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
11
+ 0.18%
$677 - $732
6.24K $403K
Jan 13, 2025 Q4 2024
Gpwm LLC

BUY
 -
7
+ 0.38%
$431 - $466
1.83K $118K
Jan 13, 2025 Q4 2024
Gleason Group, Inc.

BUY
 -
2
+ 0.24%
$123 - $133
820 $52.9K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-1
- -0.0%
$61.5 - $66.5
1.64M $106M
Jan 13, 2025 Q4 2024
Miracle Mile Advisors, LLC

SELL
 -
-7
- 0.08%
$431 - $466
9.26K $598K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

SELL
 -
-20
- 0.24%
$1.23K - $1.33K
8.29K $535K
Jan 13, 2025 Q4 2024
City State Bank

Norwalk, IA
SELL
 -
-50
- 1.71%
$3.08K - $3.33K
2.88K $186K
Jan 15, 2025 Q4 2024
Rf&L Wealth Management, LLC

Acton, MA
SELL
 -
-85
- 0.06%
$5.23K - $5.65K
146K $9.46M
Jan 13, 2025 Q4 2024
Shira Ridge Wealth Management

Larkspur, CA
SELL
 -
-200
- 1.41%
$12.3K - $13.3K
14K $904K
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

SELL
 -
-209
- 2.45%
$12.9K - $13.9K
8.32K $537K
Jan 14, 2025 Q4 2024
Websterrogers Financial Advisors, LLC

SELL
 -
-242
- 0.42%
$14.9K - $16.1K
57.7K $3.73M
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

SELL
 -
-442
- 2.01%
$27.2K - $29.4K
21.6K $1.39M

Track Institutional and Insider Activities on DFUS

Follow DIMENSIONAL ETF TR U S EQUITY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFUS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Equity insider buys or sells DFUS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S EQUITY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFUS