Purchases and Sales Made in Q2 2023 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 2023. 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 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
1.29K
+ 4.91%
$56.6K - $62.3K
27.6K $1.81M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.28K
New
$56K - $61.6K
1.28K $83.9K
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
1.25K
+ 17.26%
$54.9K - $60.4K
8.52K $559K
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
1.18K
+ 0.81%
$51.6K - $56.8K
146K $9.59M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
951
+ 21.62%
$41.6K - $45.8K
5.35K $351K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
935
+ 7.69%
$40.9K - $45K
13.1K $859K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
903
+ 2.64%
$39.5K - $43.5K
35.2K $2.31M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
863
+ 0.13%
$37.8K - $41.6K
689K $45.2M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
744
+ 2.05%
$32.6K - $35.8K
37K $2.43M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
695
+ 17.56%
$30.4K - $33.5K
4.65K $305K
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

BUY
 -
630
+ 0.36%
$27.6K - $30.3K
175K $11.5M
Sep 26, 2023 Q2 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
619
+ 1.58%
$27.1K - $29.8K
39.8K $2.61M
Aug 04, 2023 Q2 2023
Claris Advisors, LLC

BUY
 -
534
+ 0.24%
$23.4K - $25.7K
225K $14.8M
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
391
+ 1.5%
$17.1K - $18.8K
26.5K $1.74M
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
305
+ 1.81%
$13.3K - $14.7K
17.2K $1.13M
Aug 03, 2023 Q2 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
300
+ 1.41%
$13.1K - $14.4K
21.5K $1.41M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
265
+ 2.24%
$11.6K - $12.8K
12.1K $794K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
263
+ 1.04%
$11.5K - $12.7K
25.6K $1.68M
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
250
+ 5.25%
$10.9K - $12K
5.01K $328K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
247
+ 1.36%
$10.8K - $11.9K
18.4K $1.21M
Aug 07, 2023 Q2 2023
Biltmore Family Office, LLC

BUY
 -
180
+ 0.66%
$7.88K - $8.67K
27.5K $1.8M
Jul 10, 2023 Q2 2023
Cva Family Office, LLC

BUY
 -
177
+ 0.34%
$7.75K - $8.52K
52.7K $3.46M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
170
+ 2.44%
$7.44K - $8.19K
7.14K $468K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
159
+ 6.83%
$6.96K - $7.66K
2.49K $163K
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
155
+ 0.24%
$6.78K - $7.46K
64.4K $4.22M
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
141
New
$6.17K - $6.79K
141 $9.25K
Aug 09, 2023 Q2 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
128
+ 0.26%
$5.6K - $6.16K
50.2K $3.29M
Jul 24, 2023 Q2 2023
Carlson Capital Management

BUY
 -
125
+ 0.26%
$5.47K - $6.02K
47.4K $3.11M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
117
+ 2.2%
$5.12K - $5.63K
5.44K $357K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
116
+ 0.33%
$5.08K - $5.59K
34.8K $2.28M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
111
+ 1.85%
$4.86K - $5.35K
6.13K $402K
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
107
+ 0.19%
$4.68K - $5.15K
55.6K $3.64M
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
104
+ 0.34%
$4.55K - $5.01K
30.8K $2.02M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
87
+ 0.34%
$3.81K - $4.19K
25.5K $1.67M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
84
+ 0.34%
$3.68K - $4.05K
24.9K $1.63M
Jul 31, 2023 Q2 2023
Curi Wealth Management, LLC

BUY
 -
70
+ 0.34%
$3.06K - $3.37K
20.8K $1.37M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
59
+ 0.34%
$2.58K - $2.84K
17.3K $1.14M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
59
+ 0.34%
$2.58K - $2.84K
17.3K $1.14M
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
59
+ 0.33%
$2.58K - $2.84K
18.1K $1.19M
Aug 02, 2023 Q2 2023
Winthrop Advisory Group LLC

BUY
 -
49
+ 0.18%
$2.14K - $2.36K
27.3K $1.79M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
49
+ 0.33%
$2.14K - $2.36K
14.8K $969K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
47
+ 0.26%
$2.06K - $2.26K
18.2K $1.19M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
45
+ 0.09%
$1.97K - $2.17K
49.9K $3.27M
Jul 17, 2023 Q2 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
44
+ 0.34%
$1.93K - $2.12K
13K $852K
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
44
+ 0.04%
$1.93K - $2.12K
115K $7.52M
Aug 14, 2023 Q2 2023
Silicon Valley Capital Partners

BUY
 -
43
+ 0.34%
$1.88K - $2.07K
12.7K $831K
Aug 03, 2023 Q2 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
43
+ 0.34%
$1.88K - $2.07K
12.8K $836K
Aug 21, 2023 Q2 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
43
+ 0.34%
$1.88K - $2.07K
12.7K $835K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
41
+ 0.34%
$1.79K - $1.97K
12K $786K

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