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 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-515- 6.14% |
$20K - $24K
|
7.87K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-546- 10.54% |
$21.2K - $25.4K
|
4.63K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-594- 5.85% |
$23.1K - $27.7K
|
9.55K
$627K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-631- 1.75% |
$24.5K - $29.4K
|
35.3K
$2.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-686- 3.59% |
$26.6K - $31.9K
|
18.4K
$1.21M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-690- 7.1% |
$26.8K - $32.1K
|
9.03K
$592K
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-700- 0.13% |
$27.2K - $32.6K
|
524K
$34.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-716- 4.34% |
$27.8K - $33.3K
|
15.8K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-729- 0.28% |
$28.3K - $33.9K
|
256K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-799- 2.16% |
$31K - $37.2K
|
36.3K
$2.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-847- 0.17% |
$32.9K - $39.4K
|
497K
$32.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-935- 3.21% |
$36.3K - $43.5K
|
28.2K
$1.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-950- 8.25% |
$36.9K - $44.2K
|
10.6K
$693K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.05K- 0.7% |
$40.9K - $49.1K
|
150K
$9.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.08K- 6.52% |
$42.1K - $50.5K
|
15.5K
$1.02M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 4.52% |
$42.6K - $51.1K
|
23.2K
$1.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.27K- 5.32% |
$49.3K - $59.1K
|
22.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.33K- 8.37% |
$51.4K - $61.7K
|
14.5K
$951K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.33K- 19.33% |
$51.4K - $61.7K
|
5.53K
$363K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.38K- 4.35% |
$53.5K - $64.2K
|
30.3K
$1.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 1.7% |
$58.3K - $69.9K
|
86.6K
$5.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.64K- 0.85% |
$63.5K - $76.2K
|
191K
$12.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.69K- 13.83% |
$65.7K - $78.8K
|
10.5K
$691K
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.82K- 1.07% |
$70.5K - $84.5K
|
168K
$11M
|
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.89K- 1.07% |
$73.2K - $87.8K
|
175K
$11.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.99K- 4.5% |
$77.4K - $92.9K
|
42.3K
$2.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2K- 7.29% |
$77.6K - $93.1K
|
25.4K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.16K- 1.19% |
$84K - $101K
|
179K
$11.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.3K- 9.4% |
$89.3K - $107K
|
22.2K
$1.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-2.42K- 2.69% |
$93.8K - $113K
|
87.5K
$5.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.43K- 2.57% |
$94.3K - $113K
|
92.3K
$6.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 78.08% |
$101K - $121K
|
729
$47.8K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.64K- 2.33% |
$102K - $123K
|
111K
$7.26M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.35K- 0.35% |
$130K - $156K
|
943K
$61.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.4K- 10.77% |
$132K - $158K
|
28.2K
$1.85M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.63K- 1.79% |
$141K - $169K
|
199K
$13M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.9K- 9.8% |
$152K - $182K
|
35.9K
$2.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.97K- 10.42% |
$154K - $185K
|
34.1K
$2.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.99K- 1.51% |
$155K - $186K
|
260K
$17M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4K- 5.46% |
$155K - $186K
|
69.3K
$4.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.11K- 6.03% |
$160K - $192K
|
64.2K
$4.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4.17K- 0.6% |
$162K - $194K
|
692K
$45.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-4.77K- 7.07% |
$185K - $222K
|
62.7K
$4.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.01K- 0.33% |
$194K - $233K
|
1.5M
$98.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.21K- 5.79% |
$202K - $243K
|
84.8K
$5.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.65K- 5.6% |
$219K - $263K
|
95.2K
$6.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6K- 66.67% |
$233K - $279K
|
3K
$197K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6.14K- 24.19% |
$238K - $286K
|
19.2K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 54.7% |
$248K - $298K
|
5.3K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.8K- 57.03% |
$303K - $363K
|
5.88K
$385K
|