Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q2 2022. 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 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
918K
New
$36.4M - $45.4M
918K $60.3M
Jul 07, 2022 Q2 2022
Mc Lean Asset Management Corp

BUY
 -
802K
New
$31.8M - $39.7M
802K $52.7M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
650K
New
$25.7M - $32.2M
650K $42.7M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
418K
New
$16.5M - $20.7M
418K $27.4M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
405K
+ 134.32%
$16M - $20.1M
707K $46.4M
Jul 11, 2022 Q2 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
371K
New
$14.7M - $18.4M
371K $24.4M
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

BUY
 -
325K
New
$12.9M - $16.1M
325K $21.3M
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
257K
New
$10.2M - $12.7M
257K $16.8M
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
251K
New
$9.95M - $12.4M
251K $16.5M
Jul 13, 2022 Q2 2022
Relaxing Retirement Coach

BUY
 -
202K
+ 25.37%
$7.99M - $9.98M
996K $65.4M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
130K
+ 34.52%
$5.16M - $6.44M
507K $33.3M
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
118K
+ 45.94%
$4.66M - $5.82M
373K $24.5M
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
110K
New
$4.36M - $5.45M
110K $7.22M
Aug 10, 2022 Q2 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
107K
+ 286.91%
$4.25M - $5.31M
145K $9.5M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
105K
New
$4.16M - $5.2M
105K $6.9M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
105K
+ 136.23%
$4.14M - $5.18M
181K $11.9M
Aug 15, 2022 Q2 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
103K
+ 48.12%
$4.08M - $5.09M
317K $20.8M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
91.9K
+ 9.99%
$3.64M - $4.55M
1.01M $66.4M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
91.3K
+ 61.38%
$3.62M - $4.52M
240K $15.8M
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

BUY
 -
88.9K
+ 161.62%
$3.52M - $4.4M
144K $9.45M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
83.2K
+ 11.7%
$3.3M - $4.12M
794K $52.2M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
62.7K
+ 29.64%
$2.48M - $3.1M
274K $18M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
62.2K
+ 71.18%
$2.46M - $3.08M
150K $9.82M
Jul 20, 2022 Q2 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
60.2K
New
$2.38M - $2.98M
60.2K $3.95M
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

BUY
 -
56.4K
+ 8.23%
$2.23M - $2.79M
741K $48.7M
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
55.4K
New
$2.19M - $2.74M
55.4K $3.64M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
53.9K
+ 11.47%
$2.14M - $2.67M
524K $34.4M
Jul 22, 2022 Q2 2022
Sns Financial Group, LLC

BUY
 -
52.8K
+ 318.72%
$2.09M - $2.61M
69.3K $4.55M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
50.6K
New
$2M - $2.5M
50.6K $3.32M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
49.4K
New
$1.96M - $2.44M
49.4K $3.24M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
47.4K
+ 65.84%
$1.88M - $2.35M
119K $7.85M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
46.6K
+ 3.2%
$1.85M - $2.31M
1.5M $98.7M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
46.6K
New
$1.85M - $2.31M
46.6K $3.06M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
45.1K
+ 733.12%
$1.79M - $2.23M
51.3K $3.37M
Jul 21, 2022 Q2 2022
Market Street Wealth Management Advisors LLC

BUY
 -
44K
New
$1.74M - $2.18M
44K $2.89M
Aug 12, 2022 Q2 2022
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
43.8K
New
$1.74M - $2.17M
43.8K $2.88M
Jul 27, 2022 Q2 2022
Lvz, Inc.

BUY
 -
42.5K
New
$1.68M - $2.1M
42.5K $2.79M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
41.6K
New
$1.65M - $2.06M
41.6K $2.74M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
41K
+ 150.35%
$1.62M - $2.03M
68.3K $4.48M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
41K
+ 150.35%
$1.62M - $2.03M
68.3K $4.48M
Jul 18, 2022 Q2 2022
Waypoint Capital Advisors, LLC

BUY
 -
39.8K
New
$1.58M - $1.97M
39.8K $2.62M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
35.9K
New
$1.42M - $1.78M
35.9K $2.36M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
35K
+ 3.2%
$1.39M - $1.73M
1.13M $74.1M
Jul 18, 2022 Q2 2022
North Crest Asset Manangement, LLC

BUY
 -
34.5K
New
$1.37M - $1.71M
34.5K $2.27M
Jul 15, 2022 Q2 2022
Amarillo National Bank

BUY
 -
34K
New
$1.35M - $1.68M
34K $2.23M
Jul 26, 2022 Q2 2022
Aprio Wealth Management, LLC

BUY
 -
31.7K
New
$1.26M - $1.57M
31.7K $2.08M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
31.6K
New
$1.25M - $1.56M
31.6K $2.07M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
31.2K
New
$1.24M - $1.54M
31.2K $2.05M
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
29.7K
+ 24.39%
$1.18M - $1.47M
152K $9.96M

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