Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
526+ 0.52% |
$21.7K - $23.9K
|
103K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
488+ 66.49% |
$20.1K - $22.2K
|
1.22K
$81.5K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
462+ 0.67% |
$19.1K - $21K
|
69.7K
$4.65M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
448+ 6.41% |
$18.5K - $20.4K
|
7.44K
$496K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
422+ 1.09% |
$17.4K - $19.2K
|
39.2K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
420+ 2.15% |
$17.3K - $19.1K
|
19.9K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
408New |
$16.8K - $18.5K
|
408
$27.2K
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
252+ 0.08% |
$10.4K - $11.4K
|
320K
$21.4M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
239+ 2.06% |
$9.86K - $10.9K
|
11.8K
$790K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
229+ 0.86% |
$9.44K - $10.4K
|
26.8K
$1.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
211+ 0.19% |
$8.7K - $9.59K
|
110K
$7.31M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
176+ 0.19% |
$7.26K - $8K
|
93.4K
$6.23M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
175+ 1.3% |
$7.22K - $7.95K
|
13.7K
$912K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
163+ 0.31% |
$6.72K - $7.41K
|
52.5K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
141+ 2.41% |
$5.81K - $6.41K
|
5.99K
$399K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
121+ 0.83% |
$4.99K - $5.5K
|
14.7K
$983K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
118+ 0.24% |
$4.87K - $5.36K
|
50.1K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
107+ 0.31% |
$4.41K - $4.86K
|
34.7K
$2.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
100+ 0.18% |
$4.12K - $4.54K
|
56.7K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
95+ 0.31% |
$3.92K - $4.32K
|
30.7K
$2.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
92+ 0.08% |
$3.79K - $4.18K
|
115K
$7.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
78+ 0.31% |
$3.22K - $3.54K
|
25.4K
$1.7M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
77+ 0.31% |
$3.18K - $3.5K
|
24.6K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
77+ 0.31% |
$3.18K - $3.5K
|
24.8K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
64+ 0.31% |
$2.64K - $2.91K
|
20.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53+ 0.29% |
$2.19K - $2.41K
|
18.1K
$1.21M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
53+ 0.31% |
$2.19K - $2.41K
|
17.3K
$1.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.31% |
$1.65K - $1.82K
|
12.9K
$863K
|
|
|
May 11, 2023
Q1 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
39+ 0.31% |
$1.61K - $1.77K
|
12.7K
$847K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
39+ 0.31% |
$1.61K - $1.77K
|
12.7K
$848K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
39+ 0.31% |
$1.61K - $1.77K
|
12.6K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
36+ 0.3% |
$1.48K - $1.64K
|
11.9K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.31% |
$1.32K - $1.45K
|
10.2K
$681K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
31+ 0.07% |
$1.28K - $1.41K
|
47.2K
$3.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
29+ 0.12% |
$1.2K - $1.32K
|
24.7K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
29+ 0.19% |
$1.2K - $1.32K
|
15.3K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
28+ 0.31% |
$1.15K - $1.27K
|
8.97K
$598K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
24+ 0.04% |
$990 - $1.09K
|
59.3K
$3.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
23+ 0.38% |
$949 - $1.04K
|
6.02K
$401K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$907 - $999
|
26K
$1.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
20+ 0.32% |
$825 - $909
|
6.35K
$424K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.03% |
$784 - $863
|
55.5K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
19+ 0.19% |
$784 - $863
|
9.79K
$653K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
18+ 0.12% |
$742 - $818
|
15.4K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
18+ 0.3% |
$742 - $818
|
6.11K
$408K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17+ 0.31% |
$701 - $772
|
5.53K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
17+ 0.21% |
$701 - $772
|
8.18K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16+ 0.14% |
$660 - $727
|
11.8K
$786K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
13+ 0.31% |
$536 - $591
|
4.2K
$280K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 0.31% |
$454 - $500
|
3.51K
$234K
|