Purchases and Sales Made in Q3 2023 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 2023. 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 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
18K
+ 11.93%
$834K - $898K
169K $11.1M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
17K
+ 4.05%
$785K - $845K
435K $28.6M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
16.5K
+ 15.18%
$763K - $822K
125K $8.22M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15.1K
+ 4.46%
$700K - $754K
354K $23.2M
Nov 14, 2023 Q3 2023
Lakeshore Financial Planning, Inc.

St. Clair Shores, MI
BUY
 -
14.1K
New
$651K - $701K
14.1K $923K
Oct 15, 2024 Q3 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
13.9K
+ 13.03%
$645K - $694K
121K $7.94M
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
13.6K
New
$632K - $680K
13.6K $896K
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
13.1K
+ 3.1%
$607K - $654K
436K $28.6M
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
12.8K
+ 100.68%
$593K - $639K
25.6K $1.68M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
12.4K
+ 468.85%
$576K - $621K
15.1K $992K
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
11.1K
+ 1.17%
$516K - $556K
963K $63.2M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
10.6K
New
$489K - $526K
10.6K $693K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
10.3K
+ 845.5%
$478K - $515K
11.6K $759K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
9.72K
+ 1.23%
$450K - $485K
802K $52.7M
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
9.64K
+ 4.08%
$446K - $481K
246K $16.2M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
8.83K
+ 8.33%
$409K - $440K
115K $7.54M
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
8.81K
+ 194.2%
$408K - $439K
13.3K $876K
Oct 10, 2023 Q3 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
8.75K
+ 1.96%
$405K - $436K
455K $29.9M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
8.42K
+ 13.06%
$390K - $420K
72.9K $4.79M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
8.14K
+ 64.21%
$377K - $406K
20.8K $1.37M
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
8.12K
New
$376K - $405K
8.12K $533K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.95K
+ 8.02%
$368K - $396K
107K $7.03M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.88K
+ 6.46%
$365K - $393K
130K $8.53M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
7.82K
+ 8.45%
$362K - $390K
100K $6.6M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
7.77K
+ 3.57%
$360K - $387K
225K $14.8M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
7.59K
New
$351K - $379K
7.59K $499K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
7.4K
+ 1.13%
$343K - $369K
662K $43.5M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
7.37K
New
$341K - $367K
7.37K $484K
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
7.21K
+ 16.76%
$334K - $360K
50.2K $3.3M
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
6.93K
+ 1.07%
$321K - $346K
653K $42.9M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
6.58K
+ 6.2%
$304K - $328K
113K $7.4M
Nov 08, 2023 Q3 2023
Herold Advisors, Inc.

BUY
 -
6.5K
New
$301K - $324K
6.5K $427K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
6.48K
+ 0.37%
$300K - $323K
1.75M $115M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
5.89K
+ 35.95%
$273K - $294K
22.3K $1.46M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.75K
New
$266K - $287K
5.75K $378K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
5.64K
New
$261K - $281K
5.64K $371K
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
5.17K
New
$239K - $258K
5.17K $340K
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
5.09K
New
$235K - $254K
5.09K $334K
Nov 01, 2023 Q3 2023
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
5.06K
New
$234K - $252K
5.06K $332K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
4.94K
New
$229K - $247K
4.94K $325K
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
4.94K
New
$229K - $246K
4.94K $324K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
4.93K
+ 9.56%
$228K - $246K
56.5K $3.71M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
4.69K
+ 6.18%
$217K - $234K
80.5K $5.29M
Nov 03, 2023 Q3 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
4.68K
New
$217K - $233K
4.68K $307K
Oct 24, 2023 Q3 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
4.54K
+ 0.28%
$210K - $227K
1.65M $108M
Oct 10, 2023 Q3 2023
Dbk Financial Counsel, LLC

BUY
 -
4.36K
+ 14.92%
$202K - $217K
33.6K $2.21M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
4.3K
New
$199K - $215K
4.3K $283K
Oct 25, 2023 Q3 2023
Concord Wealth Partners

BUY
 -
4.14K
+ 166.69%
$192K - $207K
6.63K $435K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.74K
+ 1.12%
$173K - $186K
337K $22.1M

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