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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.01K+ 11.36% |
$39.9K - $49.9K
|
9.88K
$649K
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1K+ 11.71% |
$39.8K - $49.7K
|
9.58K
$629K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
881+ 0.67% |
$34.9K - $43.6K
|
133K
$8.75M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
874+ 0.98% |
$34.6K - $43.3K
|
90K
$5.91M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
829New |
$32.8K - $41K
|
829
$54.4K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
525New |
$20.8K - $26K
|
525
$34.5K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
517+ 12.1% |
$20.5K - $25.6K
|
4.79K
$315K
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
515+ 4.15% |
$20.4K - $25.5K
|
12.9K
$850K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
276+ 2.39% |
$10.9K - $13.7K
|
11.8K
$776K
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
223+ 0.15% |
$8.84K - $11K
|
151K
$9.91M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.16% |
$5.39K - $6.73K
|
82.6K
$5.42M
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
136+ 0.27% |
$5.39K - $6.73K
|
49.7K
$3.26M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
117+ 0.21% |
$4.64K - $5.79K
|
56.7K
$3.72M
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
116+ 0.36% |
$4.6K - $5.74K
|
31.9K
$2.1M
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
99+ 0.22% |
$3.92K - $4.9K
|
44.3K
$2.91M
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
94+ 0.36% |
$3.72K - $4.65K
|
25.9K
$1.7M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
64+ 0.36% |
$2.54K - $3.17K
|
17.9K
$1.17M
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
55+ 0.37% |
$2.18K - $2.72K
|
15.1K
$989K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
53+ 0.36% |
$2.1K - $2.62K
|
14.6K
$959K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
47+ 0.37% |
$1.86K - $2.33K
|
12.8K
$840K
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
46+ 0.37% |
$1.82K - $2.28K
|
12.5K
$824K
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
46+ 0.37% |
$1.82K - $2.28K
|
12.5K
$824K
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
44+ 0.36% |
$1.74K - $2.18K
|
12.2K
$803K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
43+ 0.37% |
$1.7K - $2.13K
|
11.8K
$775K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
40+ 0.24% |
$1.58K - $1.98K
|
16.8K
$1.1M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
28+ 0.1% |
$1.11K - $1.39K
|
27.2K
$1.79M
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.35% |
$1.03K - $1.29K
|
7.43K
$488K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
26+ 0.21% |
$1.03K - $1.29K
|
12.7K
$833K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24+ 0.12% |
$951 - $1.19K
|
20.8K
$1.37M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
23+ 0.37% |
$911 - $1.14K
|
6.28K
$412K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
21+ 0.2% |
$832 - $1.04K
|
10.5K
$689K
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
20+ 0.37% |
$792 - $990
|
5.46K
$359K
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
19+ 0.36% |
$753 - $941
|
5.34K
$351K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.14% |
$713 - $891
|
13.3K
$870K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
16+ 0.39% |
$634 - $792
|
4.15K
$273K
|
|
Aug 05, 2022
Q2 2022
|
Westwood Wealth Management
|
BUY
|
- |
14+ 0.19% |
$555 - $693
|
7.42K
$487K
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 0.21% |
$555 - $693
|
6.8K
$446K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 0.38% |
$515 - $644
|
3.47K
$228K
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.22% |
$515 - $644
|
5.84K
$384K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.36% |
$396 - $495
|
2.82K
$185K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.01% |
$357 - $446
|
161K
$10.6M
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
BUY
|
- |
8+ 0.34% |
$317 - $396
|
2.35K
$154K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.42% |
$198 - $248
|
1.2K
$78.9K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.62% |
$198 - $248
|
817
$53.7K
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
4+ 0.34% |
$158 - $198
|
1.17K
$76.5K
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.04% |
$158 - $198
|
10.8K
$711K
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$119 - $149
|
820
$53.9K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.49% |
$39.6 - $49.5
|
205
$13.5K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.0% |
$39.6 - $49.5
|
127K
$8.32M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.0% |
$39.6 - $49.5
|
31.9K
$2.09M
|