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
|
Symmetry Partners, LLC
|
SELL
|
- |
-672- 0.21% |
$31.1K - $33.5K
|
319K
$21.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-694- 0.38% |
$32.1K - $34.6K
|
180K
$12M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-832- 1.47% |
$38.5K - $41.5K
|
55.8K
$3.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-845- 2.44% |
$39.1K - $42.1K
|
33.9K
$2.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-896- 3.42% |
$41.5K - $44.7K
|
25.3K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-986- 1.38% |
$45.6K - $49.2K
|
70.4K
$4.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.02K- 4.12% |
$47.1K - $50.7K
|
23.7K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.03K- 5.25% |
$47.4K - $51.1K
|
18.5K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 2.36% |
$50.4K - $54.3K
|
45.1K
$3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 2.33% |
$50.5K - $54.5K
|
45.8K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.14K- 0.7% |
$52.6K - $56.7K
|
160K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.25K- 6.32% |
$57.9K - $62.3K
|
18.5K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.25K- 16.13% |
$57.9K - $62.3K
|
6.5K
$432K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.26K- 2.08% |
$58.1K - $62.6K
|
59.1K
$3.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.26K- 0.86% |
$58.5K - $63K
|
145K
$9.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.28K- 4.48% |
$59.1K - $63.6K
|
27.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.28K- 10.99% |
$59.1K - $63.7K
|
10.3K
$687K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.42K- 1.83% |
$65.6K - $70.7K
|
75.9K
$5.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.46K- 2.65% |
$67.4K - $72.6K
|
53.4K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.46K- 1.2% |
$67.6K - $72.8K
|
120K
$7.97M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.24% |
$69.5K - $74.9K
|
119K
$7.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.51K- 4.81% |
$69.8K - $75.2K
|
29.8K
$1.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.55K- 6.49% |
$71.7K - $77.3K
|
22.3K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.85K- 1.16% |
$85.8K - $92.4K
|
157K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.92K- 2.85% |
$88.9K - $95.8K
|
65.5K
$4.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.03K- 4.6% |
$93.9K - $101K
|
42K
$2.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.14K- 0.81% |
$98.9K - $107K
|
262K
$17.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.18K- 3.66% |
$101K - $109K
|
57.4K
$3.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.22K- 0.66% |
$103K - $111K
|
335K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.31K- 19.1% |
$107K - $115K
|
9.79K
$651K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.35K- 8.65% |
$109K - $117K
|
24.8K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.61K- 24.97% |
$121K - $130K
|
7.84K
$521K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.62K- 2.52% |
$121K - $131K
|
102K
$6.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.74K- 5.81% |
$127K - $137K
|
44.5K
$2.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.13K- 1.06% |
$145K - $156K
|
292K
$19.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-3.23K- 9.74% |
$149K - $161K
|
29.9K
$1.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.69K- 6.41% |
$171K - $184K
|
54K
$3.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.91K- 9.97% |
$181K - $195K
|
35.3K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.93K- 8.32% |
$182K - $196K
|
43.3K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.11K- 0.97% |
$190K - $205K
|
418K
$27.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.15K- 3.62% |
$192K - $207K
|
110K
$7.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.21K- 0.72% |
$195K - $210K
|
583K
$38.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.22K- 4.54% |
$195K - $211K
|
88.9K
$5.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.33K- 17.05% |
$200K - $216K
|
21.1K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-4.43K- 1.4% |
$205K - $221K
|
313K
$20.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.65K- 0.2% |
$215K - $232K
|
2.31M
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.9K- 55.37% |
$227K - $244K
|
3.95K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.93K- 19.83% |
$228K - $246K
|
19.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-5.05K- 1.1% |
$234K - $252K
|
453K
$30.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-5.99K- 5.07% |
$277K - $299K
|
112K
$7.45M
|