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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
87+ 0.34% |
$4.03K - $4.34K
|
25.6K
$1.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
84+ 0.34% |
$3.89K - $4.19K
|
24.7K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
82+ 0.15% |
$3.8K - $4.09K
|
56.6K
$3.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
72+ 0.49% |
$3.33K - $3.59K
|
14.8K
$964K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
69+ 0.14% |
$3.19K - $3.44K
|
50K
$3.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.34% |
$2.82K - $3.04K
|
18.2K
$1.19M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 0.34% |
$2.73K - $2.94K
|
17.4K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
59+ 0.34% |
$2.73K - $2.94K
|
17.4K
$1.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
58+ 0.53% |
$2.68K - $2.89K
|
11.1K
$723K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
55+ 0.3% |
$2.55K - $2.74K
|
18.5K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
49+ 0.05% |
$2.27K - $2.44K
|
93.4K
$6.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
49New |
$2.27K - $2.44K
|
49
$3.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47+ 0.26% |
$2.18K - $2.34K
|
18.2K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
47+ 0.85% |
$2.18K - $2.34K
|
5.59K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
44+ 0.35% |
$2.04K - $2.19K
|
12.8K
$834K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
44+ 0.34% |
$2.04K - $2.19K
|
13K
$849K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.02% |
$1.99K - $2.14K
|
207K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
42+ 0.07% |
$1.94K - $2.09K
|
64K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
41+ 0.34% |
$1.9K - $2.04K
|
12K
$783K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
32+ 0.12% |
$1.48K - $1.6K
|
26.9K
$1.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
31+ 0.21% |
$1.43K - $1.55K
|
15.2K
$987K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
27+ 0.1% |
$1.25K - $1.35K
|
27.3K
$1.78M
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24+ 0.28% |
$1.11K - $1.2K
|
8.54K
$557K
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
22+ 0.35% |
$1.02K - $1.1K
|
6.39K
$417K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
22+ 0.22% |
$1.02K - $1.1K
|
9.83K
$641K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
22+ 0.14% |
$1.02K - $1.1K
|
16.1K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21+ 0.34% |
$972 - $1.05K
|
6.15K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
18+ 0.22% |
$833 - $898
|
8.22K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
16New |
$741 - $798
|
16
$1.04K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
15+ 0.34% |
$694 - $748
|
4.38K
$286K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 0.24% |
$648 - $698
|
5.76K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14+ 0.24% |
$648 - $698
|
5.88K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
11+ 0.19% |
$509 - $549
|
5.77K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.35% |
$463 - $499
|
2.87K
$187K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$463 - $499
|
10
$652
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8+ 0.09% |
$370 - $399
|
8.88K
$579K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7+ 0.13% |
$324 - $349
|
5.38K
$350K
|
|
|
Oct 11, 2023
Q3 2023
|
Gpwm LLC
|
BUY
|
- |
7+ 0.39% |
$324 - $349
|
1.8K
$117K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.31% |
$185 - $199
|
1.28K
$83.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.04% |
$185 - $199
|
10.6K
$692K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$139 - $150
|
836
$54.5K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.38% |
$92.6 - $99.7
|
534
$34.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$92.6 - $99.7
|
26.5K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$46.3 - $49.9
|
1
$65.2
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 0.1% |
$370 - $399
|
7.86K
$512K
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8- 0.01% |
$370 - $399
|
110K
$7.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11- 0.02% |
$509 - $549
|
70.9K
$4.62M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 42.86% |
$555 - $598
|
16
$1.04K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-15- 0.15% |
$694 - $748
|
10.2K
$664K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 0.33% |
$787 - $848
|
5.07K
$330K
|