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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-8.12K- 2.19% |
$315K - $378K
|
363K
$23.8M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-8.46K- 12.13% |
$328K - $394K
|
61.3K
$4.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.84K- 2.64% |
$343K - $412K
|
326K
$21.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.98K- 35.02% |
$349K - $418K
|
16.7K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.8K- 12.44% |
$419K - $502K
|
75.9K
$4.98M
|
|
|
Nov 01, 2022
Q3 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-11.4K- 3.13% |
$444K - $533K
|
355K
$23.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.3K- 0.91% |
$477K - $573K
|
1.34M
$87.6M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.5K- 47.25% |
$486K - $583K
|
14K
$916K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 1.06% |
$494K - $593K
|
1.18M
$77.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.3K- 99.99% |
$514K - $617K
|
1
$65.6
|
|
|
Nov 03, 2022
Q3 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-13.8K- 1.27% |
$534K - $641K
|
1.07M
$70.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.7K- 7.66% |
$571K - $685K
|
177K
$11.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-15.4K- 17.76% |
$599K - $718K
|
71.4K
$4.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-15.7K- 13.14% |
$609K - $731K
|
104K
$6.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16.6K- 37.56% |
$645K - $774K
|
27.6K
$1.81M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-17.1K- 23.3% |
$665K - $797K
|
56.4K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.5K- 56.84% |
$678K - $813K
|
13.3K
$870K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-17.8K- 4.5% |
$691K - $828K
|
377K
$24.8M
|
|
|
Nov 29, 2022
Q3 2022
|
Awm Capital, LLC
|
SELL
|
- |
-20.3K- 8.17% |
$787K - $944K
|
228K
$14.9M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-23.9K- 3.22% |
$927K - $1.11M
|
717K
$47M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-27.2K- 2.1% |
$1.05M - $1.26M
|
1.27M
$83M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-27.3K- 2.22% |
$1.06M - $1.27M
|
1.2M
$78.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-29.4K- 2.53% |
$1.14M - $1.37M
|
1.13M
$74.2M
|
|
|
Nov 14, 2022
Q3 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-39K- 2.49% |
$1.51M - $1.81M
|
1.53M
$100M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-45K- 5.79% |
$1.75M - $2.1M
|
732K
$48M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-52.6K- 1.45% |
$2.04M - $2.45M
|
3.58M
$235M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-52.7K- 20.98% |
$2.05M - $2.45M
|
198K
$13M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-69.6K- 25.8% |
$2.7M - $3.24M
|
200K
$13.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.5K- 16.26% |
$3.2M - $3.84M
|
425K
$27.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-94.6K- 5.52% |
$3.67M - $4.4M
|
1.62M
$106M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-159K- 22.54% |
$6.18M - $7.42M
|
547K
$35.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-171K- 15.11% |
$6.62M - $7.94M
|
958K
$62.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-333K- 7.2% |
$12.9M - $15.5M
|
4.29M
$281M
|