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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3Closed |
$119 - $149
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3- 0.17% |
$119 - $149
|
1.73K
$114K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 7.32% |
$713 - $891
|
228
$15K
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-35- 0.02% |
$1.39K - $1.73K
|
169K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43- 0.3% |
$1.7K - $2.13K
|
14.1K
$926K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-49- 0.26% |
$1.94K - $2.43K
|
18.6K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-80- 1.27% |
$3.17K - $3.96K
|
6.24K
$411K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-106- 1.75% |
$4.2K - $5.25K
|
5.94K
$391K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-109- 1.03% |
$4.32K - $5.4K
|
10.4K
$687K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-125- 0.14% |
$4.95K - $6.19K
|
86.7K
$5.71M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-126- 0.5% |
$4.99K - $6.24K
|
25K
$1.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-141- 10.51% |
$5.59K - $6.98K
|
1.2K
$79K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-143- 0.87% |
$5.67K - $7.08K
|
16.4K
$1.08M
|
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-220- 1.32% |
$8.72K - $10.9K
|
16.5K
$1.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-226- 0.26% |
$8.95K - $11.2K
|
88.1K
$5.8M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-236- 0.51% |
$9.35K - $11.7K
|
46.4K
$3.06M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-250- 2.62% |
$9.91K - $12.4K
|
9.31K
$613K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-319- 24.18% |
$12.6K - $15.8K
|
1K
$65.9K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-325- 0.44% |
$12.9K - $16.1K
|
73.3K
$4.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-346- 1.17% |
$13.7K - $17.1K
|
29.1K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-419- 1.7% |
$16.6K - $20.7K
|
24.3K
$1.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-424- 4.12% |
$16.8K - $21K
|
9.88K
$650K
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-454- 0.93% |
$18K - $22.5K
|
48.3K
$3.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-540- 8.68% |
$21.4K - $26.7K
|
5.68K
$374K
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
SELL
|
- |
-598- 0.66% |
$23.7K - $29.6K
|
89.9K
$5.92M
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-752- 3.48% |
$29.8K - $37.2K
|
20.9K
$1.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-757- 0.43% |
$30K - $37.5K
|
177K
$11.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-760- 2.7% |
$30.1K - $37.6K
|
27.4K
$1.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-795- 7.26% |
$31.5K - $39.4K
|
10.1K
$668K
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-851- 3.63% |
$33.7K - $42.1K
|
22.6K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-974- 1.66% |
$38.6K - $48.2K
|
57.9K
$3.81M
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1K- 15.38% |
$39.6K - $49.5K
|
5.5K
$362K
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-1K- 10.48% |
$39.8K - $49.7K
|
8.57K
$564K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.04K- 1.12% |
$41.1K - $51.4K
|
91.6K
$6.03M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.14K- 2.1% |
$45.1K - $56.3K
|
53K
$3.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.14K- 1.8% |
$45.1K - $56.3K
|
62K
$4.09M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.19K- 4.16% |
$47.1K - $58.8K
|
27.4K
$1.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22KClosed |
$48.3K - $60.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.24K- 7.72% |
$49.1K - $61.3K
|
14.8K
$976K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 6.69% |
$49.3K - $61.6K
|
17.4K
$1.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.59K- 0.32% |
$63K - $78.7K
|
498K
$32.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 5.91% |
$63.3K - $79.1K
|
25.4K
$1.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.63K- 1.22% |
$64.5K - $80.6K
|
132K
$8.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.08K- 4.9% |
$82.2K - $103K
|
40.3K
$2.65M
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.22K- 3.7% |
$88.1K - $110K
|
58K
$3.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.25K- 0.14% |
$89K - $111K
|
1.6M
$105M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 10.81% |
$91.8K - $115K
|
19.1K
$1.26M
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.47KClosed |
$97.8K - $122K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2.51K- 0.48% |
$99.2K - $124K
|
525K
$34.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.69K- 30.5% |
$107K - $133K
|
6.13K
$404K
|