Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
11.3KNew |
$440K - $528K
|
11.3K
$743K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 99.36% |
$430K - $516K
|
22.2K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1KNew |
$393K - $472K
|
10.1K
$664K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
10K+ 23.58% |
$389K - $466K
|
52.5K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.79K+ 186.99% |
$380K - $456K
|
15K
$985K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.79K+ 5.62% |
$380K - $456K
|
184K
$12.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.74K+ 79.61% |
$378K - $453K
|
22K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.52K+ 11.53% |
$369K - $443K
|
92.1K
$6.04M
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
BUY
|
- |
9.35K+ 1.49% |
$363K - $436K
|
636K
$41.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.2KNew |
$357K - $428K
|
9.2K
$603K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
8.35KNew |
$324K - $389K
|
8.35K
$548K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.31K+ 28.92% |
$322K - $387K
|
37K
$2.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8.09KNew |
$314K - $377K
|
8.09K
$530K
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
BUY
|
- |
7.5K+ 3.39% |
$291K - $349K
|
229K
$15M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.77KNew |
$263K - $315K
|
6.77K
$444K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.72K+ 2.12% |
$261K - $313K
|
323K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.42K+ 4.29% |
$249K - $299K
|
156K
$10.2M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.28KNew |
$244K - $292K
|
6.28K
$412K
|
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.16K+ 10.25% |
$239K - $287K
|
66.3K
$4.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.82K+ 3.84% |
$226K - $271K
|
158K
$10.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
5.45K+ 0.53% |
$211K - $254K
|
1.03M
$67.4M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35KNew |
$208K - $249K
|
5.35K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35KNew |
$208K - $249K
|
5.35K
$351K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.33K+ 33.98% |
$207K - $248K
|
21K
$1.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
5.29K+ 1239.34% |
$205K - $246K
|
5.72K
$375K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.26K+ 5.01% |
$204K - $245K
|
110K
$7.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.93K+ 16.55% |
$191K - $230K
|
34.7K
$2.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.86K+ 38.77% |
$188K - $226K
|
17.4K
$1.14M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.51K+ 3.42% |
$175K - $210K
|
136K
$8.94M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 1.28% |
$146K - $176K
|
298K
$19.6M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$132K - $158K
|
3.39K
$222K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.36K+ 5.8% |
$130K - $156K
|
61.2K
$4.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.18K+ 0.4% |
$124K - $148K
|
805K
$52.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.14KNew |
$122K - $146K
|
3.14K
$206K
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.8K+ 52.45% |
$109K - $130K
|
8.14K
$534K
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.78K+ 3.04% |
$108K - $130K
|
94.4K
$6.19M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.77K+ 1.72% |
$108K - $129K
|
164K
$10.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.57K+ 11.32% |
$99.8K - $120K
|
25.3K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.42K+ 27.29% |
$93.9K - $113K
|
11.3K
$740K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 8.76% |
$93.8K - $112K
|
30K
$1.97M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
2.37KNew |
$91.9K - $110K
|
2.37K
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.31K+ 1.62% |
$89.5K - $107K
|
144K
$9.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2KNew |
$85.4K - $102K
|
2.2K
$144K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.06K+ 41.94% |
$80K - $95.9K
|
6.97K
$457K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.03KNew |
$78.8K - $94.6K
|
2.03K
$133K
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.98K+ 6.03% |
$76.8K - $92.2K
|
34.8K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.89K+ 1.53% |
$73.5K - $88.2K
|
125K
$8.23M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.74KNew |
$67.4K - $80.8K
|
1.74K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.73K+ 2.29% |
$67.3K - $80.8K
|
77.5K
$5.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.64K+ 6.43% |
$63.5K - $76.1K
|
27.1K
$1.77M
|