Purchases and Sales Made in Q2 2021 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 Q2 2021. 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
Aug 16, 2021 Q2 2021	First Republic Investment Management, Inc. San Francisco, CA	BUY	-	101K New	$4.62M - $4.75M	101K $6.63M
Aug 04, 2021 Q2 2021	Savant Capital, LLC	BUY	-	94.9K New	$4.34M - $4.47M	94.9K $6.24M
Jul 23, 2021 Q2 2021	Gemmer Asset Management LLC	BUY	-	93.2K New	$4.26M - $4.39M	93.2K $6.12M
Aug 04, 2021 Q2 2021	Wilbanks Smith & Thomas Asset Management LLC	BUY	-	92.2K New	$4.22M - $4.34M	92.2K $6.05M
May 31, 2023 Q2 2021	Abacus Wealth Partners, LLC Santa Monica, CA	BUY	-	90.8K + 337.17%	$4.16M - $4.28M	118K $7.73M
Aug 11, 2021 Q2 2021	Fund Evaluation Group, LLC Cincinnati, OH	BUY	-	90.7K New	$4.15M - $4.27M	90.7K $5.96M
Aug 10, 2021 Q2 2021	Dynamic Advisor Solutions LLC	BUY	-	89.1K New	$4.08M - $4.2M	89.1K $5.85M
Aug 12, 2021 Q2 2021	Advisory Services Network, LLC	BUY	-	88.9K New	$4.07M - $4.19M	88.9K $5.84M
Aug 10, 2021 Q2 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	81.8K New	$3.74M - $3.85M	81.8K $5.37M
Aug 06, 2021 Q2 2021	Bridgewater Advisors Inc.	BUY	-	77.6K New	$3.55M - $3.66M	77.6K $5.1M
Aug 13, 2021 Q2 2021	Sand Hill Global Advisors, LLC Palo Alto, CA	BUY	-	75.8K New	$3.47M - $3.57M	75.8K $4.98M
Aug 13, 2021 Q2 2021	Ubs Group Ag	BUY	-	71.1K New	$3.25M - $3.35M	71.1K $4.67M
Aug 02, 2021 Q2 2021	Pinnacle Wealth Planning Services, Inc.	BUY	-	67.8K New	$3.1M - $3.19M	67.8K $4.45M
Jul 22, 2021 Q2 2021	Hardy Reed LLC	BUY	-	66.2K New	$3.03M - $3.12M	66.2K $4.34M
Aug 17, 2021 Q2 2021	Robertson Stephens Wealth Management, LLC San Francisco, CA	BUY	-	65.5K New	$3M - $3.09M	65.5K $4.3M
Aug 03, 2021 Q2 2021	Cwa Asset Management Group, LLC	BUY	-	63.2K New	$2.89M - $2.98M	63.2K $4.15M
Aug 10, 2021 Q2 2021	Mission Wealth Management, LP	BUY	-	62.9K New	$2.88M - $2.96M	62.9K $4.13M
Aug 12, 2021 Q2 2021	Empirical Financial Services, LLC D.B.A. Empirical Wealth Management	BUY	-	60.7K New	$2.78M - $2.86M	60.7K $3.98M
Aug 09, 2021 Q2 2021	Lgl Partners, LLC West Conshohocken, PA	BUY	-	55.7K New	$2.55M - $2.63M	55.7K $3.66M
Jul 26, 2021 Q2 2021	Wealthpoint, LLC	BUY	-	55.2K New	$2.52M - $2.6M	55.2K $3.62M
Aug 12, 2021 Q2 2021	Ballentine Partners, LLC Waltham, MA	BUY	-	54.7K New	$2.5M - $2.58M	54.7K $3.59M
Jul 29, 2021 Q2 2021	Brown Advisory Inc	BUY	-	54.1K New	$2.48M - $2.55M	54.1K $3.56M
Aug 04, 2021 Q2 2021	Syverson Strege & CO West Des Moines, IA	BUY	-	52.5K New	$2.4M - $2.47M	52.5K $3.45M
Aug 18, 2021 Q2 2021	Colony Group LLC Boston, MA	BUY	-	52.3K New	$2.39M - $2.46M	52.3K $3.44M
Jul 19, 2021 Q2 2021	Stratos Wealth Partners, Ltd.	BUY	-	51.9K New	$2.38M - $2.45M	51.9K $3.41M
Jul 13, 2021 Q2 2021	Cva Family Office, LLC	BUY	-	51.3K New	$2.35M - $2.42M	51.3K $3.37M
Aug 13, 2021 Q2 2021	Integrated Wealth Concepts LLC	BUY	-	50.4K New	$2.3M - $2.37M	50.4K $3.31M
Aug 03, 2021 Q2 2021	Montag A & Associates Inc Atlanta, GA	BUY	-	49.2K New	$2.25M - $2.32M	49.2K $3.23M
Jul 12, 2021 Q2 2021	Carlson Capital Management	BUY	-	48.2K New	$2.21M - $2.27M	48.2K $3.17M
Jul 30, 2021 Q2 2021	Kestra Private Wealth Services, LLC	BUY	-	41.7K New	$1.91M - $1.97M	41.7K $2.74M
Aug 09, 2021 Q2 2021	Level Four Advisory Services, LLC Dallas, TX	BUY	-	41.4K New	$1.89M - $1.95M	41.4K $2.72M
Jul 23, 2021 Q2 2021	Aprio Wealth Management, LLC	BUY	-	37.7K New	$1.73M - $1.78M	37.7K $2.48M
Aug 17, 2021 Q2 2021	Beacon Pointe Advisors, LLC Newport Beach, CA	BUY	-	37K New	$1.69M - $1.75M	37K $2.43M
Aug 19, 2021 Q2 2021	M Holdings Securities, Inc. Portland, OR	BUY	-	37K New	$1.69M - $1.74M	37K $2.43M
Jul 15, 2021 Q2 2021	ETF Portfolio Partners, Inc.	BUY	-	35K New	$1.6M - $1.65M	35K $2.3M
Jul 29, 2021 Q2 2021	Financial Advisory Service, Inc.	BUY	-	34.9K New	$1.6M - $1.65M	34.9K $2.29M
Aug 04, 2021 Q2 2021	Annapolis Financial Services, LLC	BUY	-	33.8K New	$1.55M - $1.59M	33.8K $2.22M
Aug 16, 2021 Q2 2021	Exencial Wealth Advisors, LLC Oklahoma City, OK	BUY	-	32.3K New	$1.48M - $1.52M	32.3K $2.12M
Aug 13, 2021 Q2 2021	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	31.5K New	$1.44M - $1.49M	31.5K $2.07M
Aug 02, 2021 Q2 2021	Kavar Capital Partners Group, LLC Leawood, KS	BUY	-	31.5K New	$1.44M - $1.49M	31.5K $2.07M
Aug 24, 2021 Q2 2021	Mariner, LLC Overland Park, KS	BUY	-	29.8K New	$1.36M - $1.41M	29.8K $1.96M
Aug 11, 2021 Q2 2021	Raymond James & Associates St Petersburg, FL	BUY	-	29.6K New	$1.35M - $1.39M	29.6K $1.94M
Aug 10, 2021 Q2 2021	Falcon Wealth Planning	BUY	-	29.1K New	$1.33M - $1.37M	29.1K $1.91M
Aug 09, 2021 Q2 2021	Sandy Spring Bank	BUY	-	28.9K New	$1.32M - $1.36M	28.9K $1.9M
Aug 11, 2021 Q2 2021	Personal Capital Advisors Corp	BUY	-	28.2K New	$1.29M - $1.33M	28.2K $1.85M
Jul 30, 2021 Q2 2021	Biltmore Family Office, LLC	BUY	-	28K New	$1.28M - $1.32M	28K $1.84M
Jul 21, 2021 Q2 2021	Pinnacle Financial Partners Inc	BUY	-	27.5K New	$1.26M - $1.3M	27.5K $1.81M
Jul 14, 2021 Q2 2021	Winthrop Advisory Group LLC	BUY	-	27.2K New	$1.25M - $1.28M	27.2K $1.79M
Aug 12, 2021 Q2 2021	Pensionmark Financial Group, LLC Santa Barbara, CA	BUY	-	25.9K New	$1.18M - $1.22M	25.9K $1.7M
Jul 14, 2021 Q2 2021	Wny Asset Management, LLC Williamsville, NY	BUY	-	25.7K New	$1.18M - $1.21M	25.7K $1.69M

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Account

Purchases and Sales Made in Q2 2021 in Dimensional ETF Tr U S Equity (DFUS)

101K

94.9K

93.2K

92.2K

90.8K

90.7K

89.1K

88.9K

81.8K

77.6K

75.8K

71.1K

67.8K

66.2K

65.5K

63.2K

62.9K

60.7K

55.7K

55.2K

54.7K

54.1K

52.5K

52.3K

51.9K

51.3K

50.4K

49.2K

48.2K

41.7K

41.4K

37.7K

37K

37K

35K

34.9K

33.8K

32.3K

31.5K

31.5K

29.8K

29.6K

29.1K

28.9K

28.2K

28K

27.5K

27.2K

25.9K

25.7K

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Institutional Portfolio Updates

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