Purchases and Sales Made in Q4 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 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 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
960K+ 2245.61% |
$59.1M - $63.9M
|
1M
$66.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
517K+ 3374.27% |
$31.8M - $34.3M
|
532K
$35.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
463K+ 229.8% |
$28.5M - $30.8M
|
665K
$43.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
391K+ 54.99% |
$24.1M - $26M
|
1.1M
$72.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
306KNew |
$18.9M - $20.4M
|
306K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
275K+ 13.15% |
$16.9M - $18.3M
|
2.37M
$156M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
271K+ 12.1% |
$16.7M - $18M
|
2.51M
$166M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
205K+ 24.97% |
$12.6M - $13.6M
|
1.03M
$67.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
137K+ 1086.39% |
$8.41M - $9.09M
|
149K
$9.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
131KNew |
$8.03M - $8.68M
|
131K
$8.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
114KNew |
$7.04M - $7.61M
|
114K
$7.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
113KNew |
$6.98M - $7.54M
|
113K
$7.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
112K+ 106.27% |
$6.91M - $7.46M
|
218K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
112KNew |
$6.87M - $7.43M
|
112K
$7.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
100KNew |
$6.16M - $6.65M
|
100K
$6.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
96.7KNew |
$5.95M - $6.43M
|
96.7K
$6.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
84.5KNew |
$5.2M - $5.62M
|
84.5K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
64.2K+ 10.99% |
$3.95M - $4.27M
|
648K
$42.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
60.8K+ 8.85% |
$3.74M - $4.04M
|
748K
$49.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54.5K+ 1.7% |
$3.35M - $3.63M
|
3.27M
$216M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
50.6K+ 16.08% |
$3.11M - $3.36M
|
365K
$24.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40.7K+ 52.94% |
$2.5M - $2.71M
|
118K
$7.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
32.2K+ 190.96% |
$1.98M - $2.14M
|
49.1K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.1KNew |
$1.97M - $2.13M
|
32.1K
$2.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26.1KNew |
$1.61M - $1.74M
|
26.1K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
24.9KNew |
$1.53M - $1.65M
|
24.9K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
18.2K+ 15.81% |
$1.12M - $1.21M
|
134K
$8.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.17M
|
17.6K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16.1K+ 1.62% |
$992K - $1.07M
|
1.01M
$66.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 148.04% |
$874K - $945K
|
23.8K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
13.8K+ 8.53% |
$849K - $917K
|
176K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.8KNew |
$789K - $853K
|
12.8K
$845K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
11.7KNew |
$721K - $780K
|
11.7K
$773K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
10K+ 0.76% |
$616K - $666K
|
1.33M
$87.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.88K+ 1.03% |
$608K - $657K
|
972K
$64M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.5K+ 68.86% |
$585K - $632K
|
23.3K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.01K+ 2.13% |
$554K - $599K
|
431K
$28.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.27K+ 3.39% |
$509K - $550K
|
252K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.71KNew |
$474K - $513K
|
7.71K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 95.74% |
$472K - $510K
|
15.7K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
7.58K+ 68.89% |
$467K - $504K
|
18.6K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.95KNew |
$428K - $462K
|
6.95K
$458K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.83KNew |
$359K - $388K
|
5.83K
$384K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5.78KNew |
$355K - $384K
|
5.78K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.46KNew |
$336K - $363K
|
5.46K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
5.19KNew |
$319K - $345K
|
5.19K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
5.07KNew |
$312K - $337K
|
5.07K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.84KNew |
$297K - $322K
|
4.84K
$319K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.69K+ 1.8% |
$289K - $312K
|
265K
$17.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.48K+ 10.17% |
$276K - $298K
|
48.5K
$3.2M
|