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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
11.9KNew |
$543K - $559K
|
11.9K
$779K
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
BUY
|
- |
11.8KNew |
$540K - $557K
|
11.8K
$776K
|
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.6KNew |
$532K - $548K
|
11.6K
$764K
|
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
BUY
|
- |
11.6KNew |
$530K - $546K
|
11.6K
$761K
|
|
|
Aug 02, 2021
Q2 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
11.6KNew |
$529K - $545K
|
11.6K
$760K
|
|
|
Aug 11, 2021
Q2 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$527K - $543K
|
11.5K
$757K
|
|
|
Jul 22, 2021
Q2 2021
|
Peavine Capital, LLC
|
BUY
|
- |
11.3KNew |
$519K - $535K
|
11.3K
$745K
|
|
|
Aug 03, 2021
Q2 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.3KNew |
$518K - $534K
|
11.3K
$744K
|
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
11.1KNew |
$507K - $522K
|
11.1K
$727K
|
|
|
Aug 06, 2021
Q2 2021
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
10.9KNew |
$500K - $515K
|
10.9K
$718K
|
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
10.7KNew |
$490K - $504K
|
10.7K
$703K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.7KNew |
$489K - $504K
|
10.7K
$702K
|
|
|
Jul 23, 2021
Q2 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$480K - $494K
|
10.5K
$689K
|
|
|
Aug 16, 2021
Q2 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
10.4KNew |
$476K - $490K
|
10.4K
$683K
|
|
|
Jul 29, 2021
Q2 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
10.3KNew |
$472K - $486K
|
10.3K
$678K
|
|
|
Jul 28, 2021
Q2 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
9.97KNew |
$456K - $470K
|
9.97K
$655K
|
|
|
Aug 13, 2021
Q2 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.86KNew |
$451K - $465K
|
9.86K
$648K
|
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.86KNew |
$451K - $465K
|
9.86K
$648K
|
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
9.68KNew |
$443K - $456K
|
9.68K
$636K
|
|
|
Aug 05, 2021
Q2 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
9.5KNew |
$434K - $447K
|
9.5K
$624K
|
|
|
Aug 06, 2021
Q2 2021
|
First National Trust CO
|
BUY
|
- |
9.25KNew |
$423K - $436K
|
9.25K
$608K
|
|
|
Jul 21, 2021
Q2 2021
|
Hollencrest Capital Management
|
BUY
|
- |
8.89KNew |
$407K - $419K
|
8.89K
$584K
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.87KNew |
$406K - $418K
|
8.87K
$582K
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.7KNew |
$398K - $410K
|
8.7K
$571K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.42KNew |
$385K - $397K
|
8.42K
$553K
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.2KNew |
$375K - $386K
|
8.2K
$539K
|
|
|
Aug 13, 2021
Q2 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.68KNew |
$351K - $362K
|
7.68K
$505K
|
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.52KNew |
$344K - $354K
|
7.52K
$494K
|
|
|
Jul 23, 2021
Q2 2021
|
Private Management Group Inc
|
BUY
|
- |
7.42KNew |
$340K - $350K
|
7.42K
$488K
|
|
|
Jul 28, 2021
Q2 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
7.42KNew |
$339K - $350K
|
7.42K
$487K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.35KNew |
$336K - $347K
|
7.35K
$483K
|
|
|
Jul 21, 2021
Q2 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
7.32KNew |
$335K - $345K
|
7.32K
$480K
|
|
|
Aug 09, 2021
Q2 2021
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
7.21KNew |
$330K - $340K
|
7.21K
$474K
|
|
|
Jul 26, 2021
Q2 2021
|
Zhang Financial LLC
|
BUY
|
- |
6.84KNew |
$313K - $322K
|
6.84K
$449K
|
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
6.76KNew |
$309K - $319K
|
6.76K
$444K
|
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
BUY
|
- |
6.75KNew |
$309K - $318K
|
6.75K
$444K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
BUY
|
- |
6.66KNew |
$305K - $314K
|
6.66K
$437K
|
|
|
Jul 29, 2021
Q2 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6.64KNew |
$304K - $313K
|
6.64K
$436K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.64KNew |
$304K - $313K
|
6.64K
$436K
|
|
|
Aug 10, 2021
Q2 2021
|
True Private Wealth Advisors
|
BUY
|
- |
6.53KNew |
$299K - $308K
|
6.53K
$429K
|
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
6.46KNew |
$295K - $304K
|
6.46K
$424K
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.39KNew |
$292K - $301K
|
6.39K
$420K
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.29KNew |
$288K - $296K
|
6.29K
$413K
|
|
|
Jul 30, 2021
Q2 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.18KNew |
$283K - $291K
|
6.18K
$406K
|
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.1KNew |
$279K - $287K
|
6.1K
$401K
|
|
|
Aug 04, 2021
Q2 2021
|
Capital Square, LLC
|
BUY
|
- |
5.93KNew |
$271K - $279K
|
5.93K
$389K
|
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.87KNew |
$268K - $276K
|
5.87K
$385K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.8KNew |
$265K - $273K
|
5.8K
$381K
|
|
|
Jul 23, 2021
Q2 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5.52KNew |
$252K - $260K
|
5.52K
$362K
|
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
5.39KNew |
$247K - $254K
|
5.39K
$354K
|