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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2021
Q2 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
25.3KNew |
$1.16M - $1.19M
|
25.3K
$1.66M
|
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24.3KNew |
$1.11M - $1.14M
|
24.3K
$1.6M
|
|
|
Jul 13, 2021
Q2 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
24.2KNew |
$1.11M - $1.14M
|
24.2K
$1.59M
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
23.4KNew |
$1.07M - $1.1M
|
23.4K
$1.54M
|
|
|
Aug 16, 2021
Q2 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22.6KNew |
$1.03M - $1.06M
|
22.6K
$1.48M
|
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.1KNew |
$1.01M - $1.04M
|
22.1K
$1.45M
|
|
|
Jul 21, 2021
Q2 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
22.1KNew |
$1.01M - $1.04M
|
22.1K
$1.45M
|
|
|
Aug 10, 2021
Q2 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
22.1KNew |
$1.01M - $1.04M
|
22.1K
$1.45M
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$1.01M - $1.04M
|
22K
$1.45M
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
22KNew |
$1.01M - $1.04M
|
22K
$1.44M
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21.9KNew |
$1M - $1.03M
|
21.9K
$1.44M
|
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.3KNew |
$977K - $1.01M
|
21.3K
$1.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
20.8KNew |
$953K - $982K
|
20.8K
$1.37M
|
|
|
Aug 06, 2021
Q2 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.6KNew |
$895K - $922K
|
19.6K
$1.28M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5KNew |
$894K - $921K
|
19.5K
$1.28M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.4KNew |
$888K - $914K
|
19.4K
$1.27M
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
18.7KNew |
$857K - $882K
|
18.7K
$1.23M
|
|
|
Aug 09, 2021
Q2 2021
|
Hemenway Trust CO LLC
|
BUY
|
- |
18.7KNew |
$856K - $881K
|
18.7K
$1.23M
|
|
|
Aug 05, 2021
Q2 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
18.6KNew |
$850K - $875K
|
18.6K
$1.22M
|
|
|
Jul 21, 2021
Q2 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$843K - $869K
|
18.4K
$1.21M
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$826K - $851K
|
18.1K
$1.19M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$819K - $843K
|
17.9K
$1.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$813K - $838K
|
17.8K
$1.17M
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17.5KNew |
$800K - $824K
|
17.5K
$1.15M
|
|
|
Aug 05, 2021
Q2 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
17.1KNew |
$782K - $806K
|
17.1K
$1.12M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
17.1KNew |
$782K - $805K
|
17.1K
$1.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
17KNew |
$778K - $801K
|
17K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
16.8KNew |
$767K - $790K
|
16.8K
$1.1M
|
|
|
Jul 23, 2021
Q2 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
16.7KNew |
$766K - $789K
|
16.7K
$1.1M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16KNew |
$734K - $756K
|
16K
$1.05M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.5KNew |
$708K - $730K
|
15.5K
$1.02M
|
|
|
Aug 16, 2021
Q2 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15.2KNew |
$696K - $717K
|
15.2K
$1M
|
|
|
Aug 10, 2021
Q2 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.2KNew |
$695K - $715K
|
15.2K
$997K
|
|
|
Jul 27, 2021
Q2 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
15KNew |
$687K - $707K
|
15K
$986K
|
|
|
Aug 13, 2021
Q2 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
14.9KNew |
$683K - $704K
|
14.9K
$981K
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
14.8KNew |
$677K - $697K
|
14.8K
$971K
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
14.8KNew |
$676K - $696K
|
14.8K
$970K
|
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
14.4KNew |
$660K - $680K
|
14.4K
$947K
|
|
|
Aug 10, 2021
Q2 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.3KNew |
$653K - $673K
|
14.3K
$938K
|
|
|
Aug 03, 2021
Q2 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
14KNew |
$642K - $661K
|
14K
$921K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.7KNew |
$627K - $645K
|
13.7K
$900K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5KNew |
$617K - $635K
|
13.5K
$886K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.1KNew |
$599K - $616K
|
13.1K
$859K
|
|
|
Aug 10, 2021
Q2 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
13KNew |
$594K - $611K
|
13K
$852K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
12.8KNew |
$586K - $604K
|
12.8K
$842K
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
12.6KNew |
$578K - $595K
|
12.6K
$830K
|
|
|
Aug 11, 2021
Q2 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
12.4KNew |
$567K - $584K
|
12.4K
$813K
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.2KNew |
$557K - $574K
|
12.2K
$800K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.1KNew |
$556K - $572K
|
12.1K
$798K
|
|
|
Aug 16, 2021
Q2 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12KNew |
$548K - $564K
|
12K
$786K
|