Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.68K+ 0.92% |
$170K - $183K
|
403K
$26.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.67K+ 14.36% |
$170K - $183K
|
29.2K
$1.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.55K+ 9.42% |
$164K - $177K
|
41.2K
$2.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.52K+ 9.41% |
$163K - $175K
|
40.9K
$2.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.03K+ 11.18% |
$140K - $151K
|
30.2K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.93K+ 7.79% |
$136K - $146K
|
40.6K
$2.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.54K+ 1800.0% |
$117K - $127K
|
2.68K
$175K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.45K+ 1.65% |
$113K - $122K
|
151K
$9.85M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.43K+ 17.38% |
$112K - $121K
|
16.4K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.33K+ 3.19% |
$108K - $116K
|
75.2K
$4.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.22K+ 0.99% |
$103K - $111K
|
226K
$14.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.04K+ 2.16% |
$94.4K - $102K
|
96.3K
$6.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.81KNew |
$83.9K - $90.4K
|
1.81K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 121.12% |
$82.8K - $89.2K
|
3.27K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.72K+ 1.31% |
$79.4K - $85.6K
|
133K
$8.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.55K+ 20.31% |
$71.7K - $77.2K
|
9.18K
$598K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 12.0% |
$71.2K - $76.7K
|
14.4K
$936K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.5K+ 24.51% |
$69.5K - $74.9K
|
7.63K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.39K+ 14.43% |
$64.5K - $69.5K
|
11.1K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 2.33% |
$60K - $64.6K
|
56.8K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
1.14K+ 0.12% |
$52.7K - $56.8K
|
938K
$61.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.03K+ 3.72% |
$47.6K - $51.3K
|
28.7K
$1.87M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
883+ 0.35% |
$40.9K - $44K
|
256K
$16.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
805+ 96.99% |
$37.3K - $40.1K
|
1.64K
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
790New |
$36.6K - $39.4K
|
790
$51.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
778+ 12.17% |
$36K - $38.8K
|
7.17K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
764+ 8.65% |
$35.4K - $38.1K
|
9.6K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
760+ 5.75% |
$35.2K - $37.9K
|
14K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
709+ 309.61% |
$32.8K - $35.4K
|
938
$61.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
700+ 15.04% |
$32.4K - $34.9K
|
5.35K
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
685+ 0.3% |
$31.7K - $34.2K
|
226K
$14.7M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
665New |
$30.8K - $33.2K
|
665
$43.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
587+ 1.4% |
$27.2K - $29.3K
|
42.5K
$2.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
518+ 2.16% |
$24K - $25.8K
|
24.5K
$1.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
343+ 1.27% |
$15.9K - $17.1K
|
27.3K
$1.78M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
330+ 0.7% |
$15.3K - $16.5K
|
47.7K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
317+ 2.73% |
$14.7K - $15.8K
|
11.9K
$777K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
271+ 0.63% |
$12.5K - $13.5K
|
43.3K
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
264+ 0.95% |
$12.2K - $13.2K
|
28K
$1.82M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
260+ 0.31% |
$12K - $13K
|
83.8K
$5.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
248+ 0.71% |
$11.5K - $12.4K
|
35.4K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
232+ 0.13% |
$10.7K - $11.6K
|
176K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
205+ 97.62% |
$9.49K - $10.2K
|
415
$27K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
202+ 2.24% |
$9.35K - $10.1K
|
9.22K
$601K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
190+ 0.48% |
$8.8K - $9.48K
|
40K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
176+ 0.27% |
$8.15K - $8.78K
|
64.6K
$4.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
131+ 0.26% |
$6.06K - $6.53K
|
50.4K
$3.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
118+ 0.34% |
$5.46K - $5.88K
|
34.9K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
105+ 0.34% |
$4.86K - $5.24K
|
30.9K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 8.79% |
$4.63K - $4.99K
|
1.24K
$80.7K
|