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 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-46.4K- 3.66% |
$2.85M - $3.09M
|
1.22M
$83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-47.2K- 2.89% |
$2.91M - $3.14M
|
1.58M
$108M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-55.8K- 0.95% |
$3.43M - $3.71M
|
5.8M
$394M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.9K- 8.64% |
$3.5M - $3.78M
|
602K
$40.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-58.8K- 4.78% |
$3.62M - $3.91M
|
1.17M
$79.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-63.7K- 1.74% |
$3.92M - $4.23M
|
3.6M
$245M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-64.7K- 17.12% |
$3.98M - $4.3M
|
313K
$21.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-68.9K- 5.41% |
$4.24M - $4.58M
|
1.2M
$81.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-69.6K- 4.51% |
$4.28M - $4.63M
|
1.47M
$100M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78K- 1.89% |
$4.8M - $5.19M
|
4.04M
$275M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82K- 7.4% |
$5.04M - $5.45M
|
1.03M
$69.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.5K- 9.37% |
$5.88M - $6.35M
|
923K
$62.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-107K- 67.57% |
$6.6M - $7.14M
|
51.5K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-173K- 3.48% |
$10.6M - $11.5M
|
4.79M
$326M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-181K- 57.1% |
$11.1M - $12M
|
136K
$9.25M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-232K- 98.44% |
$14.2M - $15.4M
|
3.68K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-444K- 25.12% |
$27.3M - $29.5M
|
1.32M
$89.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.74M- 98.43% |
$107M - $116M
|
27.7K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.79M- 51.04% |
$110M - $119M
|
1.72M
$117M
|