Purchases and Sales Made in Q3 2021 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 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 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39+ 0.02% |
$1.81K - $1.94K
|
163K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36+ 0.2% |
$1.67K - $1.79K
|
17.8K
$1.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
36+ 0.28% |
$1.67K - $1.79K
|
13.1K
$855K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
35+ 0.28% |
$1.63K - $1.74K
|
12.7K
$825K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
34+ 0.27% |
$1.58K - $1.69K
|
12.4K
$809K
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
28+ 0.27% |
$1.3K - $1.39K
|
10.5K
$686K
|
|
|
Nov 01, 2021
Q3 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
27+ 0.27% |
$1.25K - $1.34K
|
9.99K
$651K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.27% |
$1.02K - $1.09K
|
8.22K
$536K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
20+ 0.07% |
$930 - $994
|
27.2K
$1.77M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
18+ 0.03% |
$837 - $895
|
52.3K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17+ 0.27% |
$790 - $845
|
6.31K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16+ 0.27% |
$744 - $795
|
5.88K
$383K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
15+ 0.28% |
$697 - $746
|
5.41K
$353K
|
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
13+ 0.28% |
$604 - $646
|
4.72K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
13+ 0.29% |
$604 - $646
|
4.54K
$296K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.23% |
$558 - $596
|
5.21K
$339K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.26% |
$558 - $596
|
4.57K
$298K
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$511 - $547
|
7.33K
$477K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.09% |
$511 - $547
|
12.2K
$792K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10+ 0.1% |
$465 - $497
|
9.69K
$632K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
9+ 0.02% |
$418 - $447
|
48.2K
$3.14M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.16% |
$418 - $447
|
5.81K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.29% |
$372 - $398
|
2.79K
$182K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.26% |
$139 - $149
|
1.15K
$75.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.37% |
$139 - $149
|
809
$52.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.25% |
$139 - $149
|
1.19K
$77.5K
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$93 - $99.4
|
812
$52.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.0% |
$46.5 - $49.7
|
21.9K
$1.43M
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.0% |
$46.5 - $49.7
|
118K
$7.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- -0.0% |
$46.5 - $49.7
|
22.6K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-5- 0.09% |
$232 - $249
|
5.29K
$344K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6- 0.08% |
$279 - $298
|
7.68K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18- 0.06% |
$837 - $895
|
29.8K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-88- 0.5% |
$4.09K - $4.37K
|
17.4K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-97- 0.15% |
$4.51K - $4.82K
|
62.8K
$4.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-103- 3.69% |
$4.79K - $5.12K
|
2.69K
$175K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-110- 0.17% |
$5.11K - $5.47K
|
65.4K
$4.26M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 0.7% |
$5.58K - $5.96K
|
17K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-125- 1.7% |
$5.81K - $6.21K
|
7.23K
$471K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-125- 1.7% |
$5.81K - $6.21K
|
7.23K
$471K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-126- 26.58% |
$5.86K - $6.26K
|
348
$22.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-127- 1.91% |
$5.9K - $6.31K
|
6.51K
$424K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-192- 1.4% |
$8.92K - $9.54K
|
13.5K
$880K
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-199- 1.68% |
$9.25K - $9.89K
|
11.6K
$757K
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-200- 3.63% |
$9.3K - $9.94K
|
5.32K
$347K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-202- 4.42% |
$9.39K - $10K
|
4.37K
$285K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-207- 0.38% |
$9.62K - $10.3K
|
55K
$3.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-220- 4.23% |
$10.2K - $10.9K
|
4.99K
$325K
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-235- 0.62% |
$10.9K - $11.7K
|
37.5K
$2.44M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-250- 10.86% |
$11.6K - $12.4K
|
2.05K
$134K
|