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 04, 2021
Q2 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5.32KNew |
$243K - $251K
|
5.32K
$349K
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.31KNew |
$243K - $250K
|
5.31K
$348K
|
|
|
Aug 09, 2021
Q2 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.29KNew |
$242K - $249K
|
5.29K
$348K
|
|
|
Aug 13, 2021
Q2 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.22KNew |
$239K - $246K
|
5.22K
$343K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.21KNew |
$238K - $245K
|
5.21K
$342K
|
|
|
Aug 31, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.19KNew |
$238K - $245K
|
5.19K
$341K
|
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.15KNew |
$236K - $243K
|
5.15K
$338K
|
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$234K - $241K
|
5.12K
$336K
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
5.09KNew |
$233K - $240K
|
5.09K
$334K
|
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
5.01KNew |
$229K - $236K
|
5.01K
$329K
|
|
|
Jul 26, 2021
Q2 2021
|
Umb Bank, N.A.
|
BUY
|
- |
4.94KNew |
$226K - $233K
|
4.94K
$324K
|
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
4.92KNew |
$225K - $232K
|
4.92K
$323K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.91KNew |
$225K - $231K
|
4.91K
$323K
|
|
|
Aug 09, 2021
Q2 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.71KNew |
$215K - $222K
|
4.71K
$309K
|
|
|
Aug 12, 2021
Q2 2021
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$212K - $219K
|
4.64K
$305K
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.57KNew |
$209K - $215K
|
4.57K
$300K
|
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.56KNew |
$209K - $215K
|
4.56K
$300K
|
|
|
Nov 02, 2021
Q2 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.53KNew |
$207K - $213K
|
4.53K
$297K
|
|
|
Aug 12, 2021
Q2 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.5KNew |
$206K - $212K
|
4.5K
$295K
|
|
|
Jul 21, 2021
Q2 2021
|
Advisors Management Group Inc
|
BUY
|
- |
4.39KNew |
$201K - $207K
|
4.39K
$288K
|
|
|
Aug 11, 2021
Q2 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.37KNew |
$200K - $206K
|
4.37K
$287K
|
|
|
Jul 27, 2021
Q2 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.35KNew |
$199K - $205K
|
4.35K
$286K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.24KNew |
$194K - $200K
|
4.24K
$278K
|
|
|
Aug 09, 2021
Q2 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.37KNew |
$154K - $159K
|
3.37K
$221K
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.79KNew |
$128K - $131K
|
2.79K
$183K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.78KNew |
$127K - $131K
|
2.78K
$183K
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.72KNew |
$125K - $128K
|
2.72K
$179K
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
BUY
|
- |
2.3KNew |
$105K - $109K
|
2.3K
$151K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
BUY
|
- |
2.3KNew |
$105K - $108K
|
2.3K
$151K
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$105K - $108K
|
2.3K
$151K
|
|
|
Jul 23, 2021
Q2 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
2.28KNew |
$104K - $107K
|
2.28K
$149K
|
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.25KNew |
$103K - $106K
|
2.25K
$148K
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.71KNew |
$78K - $80.3K
|
1.71K
$112K
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.32KNew |
$60.3K - $62.2K
|
1.32K
$86.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.29KNew |
$58.9K - $60.7K
|
1.29K
$84.6K
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
BUY
|
- |
1.26KNew |
$57.7K - $59.4K
|
1.26K
$82.8K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.19KNew |
$54.3K - $55.9K
|
1.19K
$77.9K
|
|
|
Jul 27, 2021
Q2 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.15KNew |
$52.7K - $54.2K
|
1.15K
$75.6K
|
|
|
Jul 27, 2021
Q2 2021
|
Gleason Group, Inc.
|
BUY
|
- |
810New |
$37.1K - $38.2K
|
810
$53.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
806New |
$36.9K - $38K
|
806
$52.9K
|
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
760New |
$34.8K - $35.8K
|
760
$49.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
711New |
$32.5K - $33.5K
|
711
$46.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
BUY
|
- |
474New |
$21.7K - $22.3K
|
474
$31.1K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
300+ 4.25% |
$13.7K - $14.1K
|
7.35K
$483K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
265New |
$12.1K - $12.5K
|
265
$17.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
68New |
$3.11K - $3.2K
|
68
$4.47K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-462- 26.61% |
$21.1K - $21.8K
|
1.27K
$83.7K
|
|
|
Dec 01, 2022
Q2 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.89K- 28.74% |
$361K - $372K
|
19.6K
$1.28M
|