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
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.3% |
$1.6K - $1.73K
|
8.66K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
26+ 0.11% |
$1.6K - $1.73K
|
23.1K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
23+ 0.15% |
$1.41K - $1.53K
|
15.7K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.36% |
$1.11K - $1.2K
|
4.99K
$329K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17+ 0.36% |
$1.05K - $1.13K
|
4.77K
$314K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 0.27% |
$923 - $998
|
5.61K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.36% |
$861 - $931
|
3.86K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
13+ 0.35% |
$800 - $865
|
3.74K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
12+ 0.36% |
$738 - $798
|
3.38K
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
12+ 0.37% |
$738 - $798
|
3.28K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11+ 0.18% |
$677 - $732
|
6.24K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8+ 0.15% |
$492 - $532
|
5.41K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
7+ 0.38% |
$431 - $466
|
1.83K
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.14% |
$369 - $399
|
4.34K
$286K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5+ 0.04% |
$308 - $333
|
12.1K
$799K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4+ 0.36% |
$246 - $266
|
1.1K
$72.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$246 - $266
|
1.3K
$85.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.36% |
$123 - $133
|
564
$37.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.24% |
$123 - $133
|
820
$54K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 5.88% |
$123 - $133
|
36
$2.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.39% |
$61.5 - $66.5
|
260
$17.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$61.5 - $66.5
|
1.64M
$108M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2- 0.37% |
$123 - $133
|
536
$35.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$431 - $466
|
9.26K
$611K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-16- 0.13% |
$984 - $1.06K
|
12.3K
$813K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.24% |
$1.23K - $1.33K
|
8.29K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-24- 0.85% |
$1.48K - $1.6K
|
2.82K
$186K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-47- 0.54% |
$2.89K - $3.13K
|
8.63K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 1.71% |
$3.08K - $3.33K
|
2.88K
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-59- 0.18% |
$3.63K - $3.92K
|
32.9K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-65- 0.26% |
$4K - $4.32K
|
24.8K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-70- 8.67% |
$4.31K - $4.66K
|
737
$48.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-85- 0.06% |
$5.23K - $5.65K
|
146K
$9.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-95- 0.44% |
$5.84K - $6.32K
|
21.4K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-98- 0.64% |
$6.03K - $6.52K
|
15.1K
$996K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-102- 1.91% |
$6.28K - $6.78K
|
5.24K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-141- 0.08% |
$8.67K - $9.38K
|
182K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-200- 1.41% |
$12.3K - $13.3K
|
14K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 10.99% |
$12.3K - $13.3K
|
1.62K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-209- 2.45% |
$12.9K - $13.9K
|
8.32K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-242- 0.42% |
$14.9K - $16.1K
|
57.7K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-306- 0.25% |
$18.8K - $20.3K
|
122K
$8.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-348- 0.22% |
$21.4K - $23.1K
|
158K
$10.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-354- 1.51% |
$21.8K - $23.5K
|
23.1K
$1.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-412- 2.9% |
$25.3K - $27.4K
|
13.8K
$910K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-442- 2.01% |
$27.2K - $29.4K
|
21.6K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-564- 12.84% |
$34.7K - $37.5K
|
3.83K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-565- 12.61% |
$34.8K - $37.6K
|
3.92K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-588- 2.32% |
$36.2K - $39.1K
|
24.7K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-634- 0.41% |
$39K - $42.2K
|
155K
$10.2M
|