Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.19% |
$1.71K - $1.88K
|
20.6K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
22+ 0.22% |
$963 - $1.06K
|
9.81K
$643K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21+ 0.34% |
$919 - $1.01K
|
6.13K
$402K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
21+ 0.33% |
$919 - $1.01K
|
6.37K
$418K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
20+ 0.07% |
$875 - $963
|
26.8K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
19+ 0.34% |
$832 - $915
|
5.55K
$364K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18+ 0.22% |
$788 - $867
|
8.2K
$538K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.33% |
$744 - $819
|
5.15K
$337K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
16+ 0.01% |
$700 - $771
|
192K
$12.6M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14+ 0.09% |
$613 - $674
|
16K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
14+ 0.33% |
$613 - $674
|
4.21K
$276K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 0.23% |
$569 - $626
|
5.75K
$377K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
10+ 0.17% |
$438 - $482
|
5.76K
$378K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10+ 0.08% |
$438 - $482
|
13.2K
$867K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$394 - $433
|
2.86K
$188K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
9+ 0.11% |
$394 - $433
|
8.08K
$530K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
7+ 0.08% |
$306 - $337
|
9.11K
$597K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.13% |
$306 - $337
|
5.37K
$352K
|
|
|
Jul 25, 2023
Q2 2023
|
Gpwm LLC
|
BUY
|
- |
6+ 0.34% |
$263 - $289
|
1.79K
$117K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$175 - $193
|
14.7K
$965K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$175 - $193
|
91.4K
$6M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4+ 0.0% |
$175 - $193
|
110K
$7.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$175 - $193
|
1.28K
$83.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.29% |
$131 - $144
|
1.06K
$69.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.36% |
$131 - $144
|
830
$54.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$131 - $144
|
833
$54.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.01% |
$87.5 - $96.3
|
24K
$1.57M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.38% |
$87.5 - $96.3
|
532
$34.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-2- 0.01% |
$87.5 - $96.3
|
24.7K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 1.49% |
$131 - $144
|
198
$13K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-29- 0.03% |
$1.27K - $1.4K
|
107K
$7.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-38- 0.15% |
$1.66K - $1.83K
|
24.6K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.3% |
$1.97K - $2.17K
|
15K
$986K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-49- 0.36% |
$2.14K - $2.36K
|
13.6K
$891K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-50- 0.56% |
$2.19K - $2.41K
|
8.81K
$578K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-71- 0.14% |
$3.11K - $3.42K
|
52.2K
$3.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.55% |
$3.28K - $3.61K
|
13.6K
$891K
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-76- 0.26% |
$3.33K - $3.66K
|
28.6K
$1.88M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-85- 1.51% |
$3.72K - $4.09K
|
5.55K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-85- 0.09% |
$3.72K - $4.09K
|
93.3K
$6.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-87- 1.68% |
$3.81K - $4.19K
|
5.09K
$334K
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-96- 0.03% |
$4.2K - $4.62K
|
320K
$21M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-98- 1.13% |
$4.29K - $4.72K
|
8.54K
$560K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-109- 1.02% |
$4.77K - $5.25K
|
10.6K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-111- 1.97% |
$4.86K - $5.35K
|
5.53K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-116- 1.94% |
$5.08K - $5.59K
|
5.87K
$385K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-123- 0.37% |
$5.38K - $5.92K
|
33.2K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-138- 0.76% |
$6.04K - $6.65K
|
18.1K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-139- 0.15% |
$6.08K - $6.69K
|
93.9K
$6.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-149- 0.98% |
$6.52K - $7.18K
|
15.1K
$992K
|