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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-638- 2.79% |
$39.2K - $42.4K
|
22.2K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-647- 3.38% |
$39.8K - $43K
|
18.5K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-677- 42.15% |
$41.6K - $45K
|
929
$61.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-753- 1.25% |
$46.3K - $50.1K
|
59.3K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-763- 4.36% |
$46.9K - $50.7K
|
16.7K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-793- 0.16% |
$48.8K - $52.7K
|
508K
$33.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-828- 5.52% |
$50.9K - $55.1K
|
14.2K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-872- 0.51% |
$53.6K - $58K
|
169K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-885- 3.08% |
$54.4K - $58.9K
|
27.9K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-900- 3.29% |
$55.4K - $59.9K
|
26.4K
$1.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-901- 2.94% |
$55.4K - $59.9K
|
29.8K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-914- 0.4% |
$56.2K - $60.8K
|
228K
$15M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.01K- 6.45% |
$62.1K - $67.2K
|
14.7K
$966K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.1K- 3.97% |
$67.4K - $72.8K
|
26.5K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.42K- 1.3% |
$87.3K - $94.4K
|
108K
$7.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.51K- 1.49% |
$92.8K - $100K
|
99.7K
$6.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1.51K- 0.76% |
$92.9K - $100K
|
197K
$13M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.91K- 2.93% |
$118K - $127K
|
63.3K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-2.1K- 16.58% |
$129K - $139K
|
10.5K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.32K- 31.77% |
$143K - $154K
|
4.98K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.35K- 0.23% |
$145K - $156K
|
1.02M
$67.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.42K- 2.44% |
$149K - $161K
|
96.5K
$6.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.64K- 2.78% |
$162K - $175K
|
92.2K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.83K- 2.71% |
$174K - $188K
|
102K
$6.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 13.89% |
$178K - $193K
|
18K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-2.92K- 0.27% |
$179K - $194K
|
1.07M
$70.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.22K- 24.09% |
$198K - $214K
|
10.2K
$669K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.4K- 39.43% |
$209K - $226K
|
5.23K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.32K- 10.78% |
$266K - $287K
|
35.8K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-6.75K- 0.87% |
$416K - $449K
|
770K
$50.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.83K- 49.23% |
$420K - $454K
|
7.05K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.2K- 6.27% |
$504K - $545K
|
123K
$8.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.3K- 1.34% |
$572K - $618K
|
687K
$45.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14.6K- 15.53% |
$898K - $970K
|
79.4K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-18.8K- 2.29% |
$1.15M - $1.25M
|
801K
$52.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-18.9K- 4.0% |
$1.16M - $1.25M
|
453K
$29.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-19.9K- 4.07% |
$1.22M - $1.32M
|
468K
$30.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20.9K- 0.88% |
$1.28M - $1.39M
|
2.34M
$154M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-38.1K- 14.66% |
$2.34M - $2.53M
|
222K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-55.8K- 0.95% |
$3.43M - $3.71M
|
5.8M
$383M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-68.9K- 5.41% |
$4.24M - $4.58M
|
1.2M
$79.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82K- 7.4% |
$5.04M - $5.45M
|
1.03M
$67.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-444K- 25.12% |
$27.3M - $29.5M
|
1.32M
$87.1M
|