Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
11.1K
+ 56.82%
$517K - $552K
30.7K $2.01M
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
10.8K
New
$502K - $537K
10.8K $710K
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
10.5K
+ 2.38%
$488K - $522K
451K $29.6M
Oct 13, 2021 Q3 2021
Surevest, LLC

Los Angeles, CA
BUY
 -
9.01K
New
$419K - $448K
9.01K $592K
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
8.83K
New
$411K - $439K
8.83K $580K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
7.16K
+ 3.56%
$333K - $356K
208K $13.7M
Nov 15, 2021 Q3 2021
Evercore Wealth Management, LLC

New York, NY
BUY
 -
6.8K
New
$316K - $338K
6.8K $447K
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

BUY
 -
6.76K
New
$314K - $336K
6.76K $444K
Nov 09, 2021 Q3 2021
American Investment Services, Inc.

BUY
 -
6.48K
+ 1.06%
$301K - $322K
619K $40.7M
Oct 28, 2021 Q3 2021
Kovitz Investment Group Partners, LLC

BUY
 -
6.13K
New
$285K - $305K
6.13K $403K
Jan 13, 2022 Q3 2021
Diversified Trust CO

BUY
 -
6.12K
New
$284K - $304K
6.12K $402K
Oct 19, 2021 Q3 2021
Falcon Wealth Planning

BUY
 -
5.83K
+ 20.06%
$271K - $290K
34.9K $2.29M
Nov 15, 2021 Q3 2021
Lowe Brockenbrough & CO Inc

BUY
 -
5.33K
New
$248K - $265K
5.33K $350K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
4.32K
+ 22.25%
$201K - $215K
23.7K $1.56M
Oct 19, 2021 Q3 2021
Ellevest, Inc.

BUY
 -
4.11K
New
$191K - $204K
4.11K $270K
Nov 01, 2021 Q3 2021
1900 Wealth Management LLC

BUY
 -
3.74K
+ 0.56%
$174K - $186K
675K $44.3M
Oct 12, 2021 Q3 2021
Apella Capital, LLC

BUY
 -
2.87K
+ 0.66%
$133K - $142K
435K $28.6M
Oct 21, 2021 Q3 2021
Kestra Private Wealth Services, LLC

BUY
 -
2.77K
+ 6.63%
$129K - $138K
44.5K $2.92M
Oct 29, 2021 Q3 2021
Tci Wealth Advisors, Inc.

BUY
 -
2.54K
+ 0.12%
$118K - $126K
2.1M $138M
Nov 16, 2021 Q3 2021
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.18K
+ 6.93%
$102K - $109K
33.7K $2.21M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
1.82K
+ 3.5%
$84.5K - $90.4K
53.7K $3.53M
Nov 15, 2021 Q3 2021
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
1.67K
+ 0.95%
$77.4K - $82.8K
177K $11.7M
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
1.64K
+ 31.47%
$76.3K - $81.6K
6.86K $450K
Nov 10, 2021 Q3 2021
Orion Portfolio Solutions, LLC

BUY
 -
1.36K
+ 12.71%
$63.2K - $67.5K
12K $791K
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.34K
+ 4.53%
$62.2K - $66.5K
30.9K $2.03M
Nov 12, 2021 Q3 2021
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
1.27K
New
$59K - $63.1K
1.27K $83.4K
Oct 13, 2021 Q3 2021
Evanson Asset Management, LLC

BUY
 -
1.04K
+ 0.11%
$48.2K - $51.6K
955K $62.7M
Nov 04, 2021 Q3 2021
Advanced Research Investment Solutions, LLC

BUY
 -
892
New
$41.5K - $44.3K
892 $58.6K
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
861
+ 1.05%
$40K - $42.8K
82.7K $5.43M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
804
+ 1.6%
$37.4K - $40K
51.2K $3.36M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
775
+ 0.65%
$36K - $38.5K
119K $7.85M
Nov 15, 2021 Q3 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
700
+ 4.6%
$32.5K - $34.8K
15.9K $1.05M
Nov 08, 2021 Q3 2021
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
500
+ 2.92%
$23.2K - $24.9K
17.6K $1.16M
Oct 19, 2021 Q3 2021
Gemmer Asset Management LLC

BUY
 -
458
+ 0.49%
$21.3K - $22.8K
93.6K $6.15M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
309
+ 5.07%
$14.4K - $15.4K
6.41K $421K
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

BUY
 -
242
+ 1.69%
$11.2K - $12K
14.5K $954K
Nov 15, 2021 Q3 2021
First Manhattan CO

New York, NY
BUY
 -
204
New
$9.48K - $10.1K
204 $13.4K
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
186
New
$8.65K - $9.24K
186 $12.2K
Nov 07, 2022 Q3 2021
Red Tortoise LLC

Atlanta, GA
BUY
 -
102
+ 0.39%
$4.74K - $5.07K
26K $1.71M
Nov 08, 2021 Q3 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
102
+ 0.21%
$4.74K - $5.07K
49.3K $3.24M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
96
+ 0.27%
$4.46K - $4.77K
35K $2.3M
Nov 12, 2021 Q3 2021
Cwa Asset Management Group, LLC

BUY
 -
88
+ 0.14%
$4.09K - $4.37K
63.2K $4.15M
Nov 01, 2021 Q3 2021
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
86
+ 0.27%
$4K - $4.27K
31.6K $2.08M
Nov 12, 2021 Q3 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
76
+ 0.65%
$3.53K - $3.78K
11.7K $769K
Nov 09, 2021 Q3 2021
Annapolis Financial Services, LLC

BUY
 -
68
+ 0.2%
$3.16K - $3.38K
33.9K $2.23M
Aug 10, 2023 Q3 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
66
New
$3.07K - $3.28K
66 $4.33K
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

BUY
 -
59
+ 0.08%
$2.74K - $2.93K
77.6K $5.1M
Nov 02, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 -
51
+ 0.27%
$2.37K - $2.53K
18.8K $1.23M
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

BUY
 -
40
+ 0.28%
$1.86K - $1.99K
14.5K $950K

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