Purchases and Sales Made in Q2 2022 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 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 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
29.6K+ 2.99% |
$1.17M - $1.47M
|
1.02M
$67.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.6K+ 62.66% |
$1.17M - $1.46M
|
76.8K
$5.05M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28.7KNew |
$1.14M - $1.42M
|
28.7K
$1.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
26.9KNew |
$1.07M - $1.33M
|
26.9K
$1.77M
|
|
|
Jul 21, 2022
Q2 2022
|
Retirement Solution Inc.
|
BUY
|
- |
26.5K+ 4.63% |
$1.05M - $1.31M
|
599K
$39.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
25.7K+ 102.56% |
$1.02M - $1.27M
|
50.8K
$3.34M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
25.1KNew |
$996K - $1.24M
|
25.1K
$1.66M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
24.7K+ 16.62% |
$977K - $1.22M
|
173K
$11.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
23.5K+ 67.48% |
$931K - $1.16M
|
58.3K
$3.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.9K+ 216.6% |
$866K - $1.08M
|
31.9K
$2.1M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.3KNew |
$843K - $1.05M
|
21.3K
$1.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
20.6K+ 5.0% |
$818K - $1.02M
|
433K
$28.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.5K+ 18.14% |
$771K - $963K
|
127K
$8.34M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.1K+ 76.25% |
$758K - $947K
|
44.2K
$2.91M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
19.1KNew |
$756K - $944K
|
19.1K
$1.26M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
18.1K+ 2.55% |
$715K - $894K
|
725K
$47.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$710K - $887K
|
17.9K
$1.18M
|
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
17.2KNew |
$680K - $850K
|
17.2K
$1.13M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
16.9KNew |
$669K - $836K
|
16.9K
$1.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
16.7KNew |
$663K - $829K
|
16.7K
$1.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
16.5K+ 65.7% |
$653K - $817K
|
41.6K
$2.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
16.3K+ 2.94% |
$645K - $806K
|
570K
$37.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.2KNew |
$602K - $752K
|
15.2K
$1M
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 19.98% |
$573K - $716K
|
86.8K
$5.72M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
14K+ 5.27% |
$553K - $692K
|
279K
$18.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.5KNew |
$496K - $620K
|
12.5K
$825K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
12.4K+ 14.07% |
$493K - $616K
|
101K
$6.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
12.2KNew |
$485K - $606K
|
12.2K
$805K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.7KNew |
$463K - $579K
|
11.7K
$770K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$763K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
11.6KNew |
$459K - $574K
|
11.6K
$763K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.4K+ 20.75% |
$452K - $565K
|
66.4K
$4.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.1K+ 95.43% |
$439K - $549K
|
22.7K
$1.5M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.7KNew |
$425K - $531K
|
10.7K
$706K
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
10.6KNew |
$419K - $524K
|
10.6K
$697K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
10.2KNew |
$404K - $505K
|
10.2K
$672K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
10.1KNew |
$400K - $500K
|
10.1K
$665K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
9.93K+ 93.75% |
$393K - $491K
|
20.5K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
9.89KNew |
$392K - $489K
|
9.89K
$651K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.63K+ 5.28% |
$382K - $477K
|
192K
$12.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
9.43KNew |
$374K - $467K
|
9.43K
$621K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9.05KNew |
$359K - $448K
|
9.05K
$596K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
8.94KNew |
$354K - $443K
|
8.94K
$589K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
8.91KNew |
$353K - $441K
|
8.91K
$587K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.8KNew |
$349K - $436K
|
8.8K
$580K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.62K+ 25.81% |
$342K - $427K
|
42K
$2.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.54KNew |
$338K - $423K
|
8.54K
$562K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.06K+ 28.61% |
$319K - $399K
|
36.2K
$2.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.88KNew |
$312K - $390K
|
7.88K
$519K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.65K+ 0.64% |
$303K - $379K
|
1.2M
$78.8M
|