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 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.37K- 37.07% |
$295K - $317K
|
10.8K
$704K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-6.42K- 15.83% |
$297K - $320K
|
34.1K
$2.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.49K- 2.73% |
$300K - $324K
|
231K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-7.06K- 10.66% |
$327K - $352K
|
59.1K
$3.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.52K- 5.86% |
$348K - $375K
|
121K
$7.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-7.54K- 14.3% |
$349K - $376K
|
45.2K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7.61K- 11.63% |
$352K - $380K
|
57.8K
$3.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-8.14K- 1.15% |
$377K - $406K
|
697K
$45.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-9.02K- 4.71% |
$417K - $450K
|
183K
$11.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.1K- 0.64% |
$421K - $454K
|
1.42M
$92.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-9.34K- 73.72% |
$432K - $466K
|
3.33K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-9.62K- 1.95% |
$445K - $480K
|
483K
$31.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-10.8K- 51.64% |
$498K - $536K
|
10.1K
$656K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-11.1K- 18.41% |
$514K - $554K
|
49.3K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 6.64% |
$546K - $588K
|
166K
$10.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-14.1K- 2.03% |
$650K - $701K
|
676K
$44.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.7K- 1.78% |
$681K - $733K
|
814K
$53M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16K- 0.97% |
$743K - $800K
|
1.64M
$107M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.1K- 1.4% |
$746K - $804K
|
1.13M
$73.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-17.1K- 27.09% |
$793K - $855K
|
46.1K
$3.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-17.6K- 2.55% |
$814K - $877K
|
672K
$43.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-18.2K- 1.51% |
$844K - $909K
|
1.19M
$77.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-19.2K- 8.26% |
$888K - $956K
|
213K
$13.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25K- 1.73% |
$1.16M - $1.24M
|
1.42M
$92.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-27.2K- 7.99% |
$1.26M - $1.36M
|
314K
$20.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.6K- 1.69% |
$1.37M - $1.48M
|
1.72M
$112M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.1K- 9.23% |
$1.72M - $1.85M
|
365K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-47.5K- 4.25% |
$2.2M - $2.37M
|
1.07M
$69.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-48.7K- 8.64% |
$2.26M - $2.43M
|
515K
$33.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-48.8K- 14.64% |
$2.26M - $2.44M
|
285K
$18.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-52.8K- 56.41% |
$2.45M - $2.64M
|
40.8K
$2.66M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-54.3K- 8.6% |
$2.51M - $2.71M
|
576K
$37.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-60K- 1.09% |
$2.78M - $2.99M
|
5.47M
$356M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-67.5K- 36.53% |
$3.13M - $3.37M
|
117K
$7.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-72.9K- 20.25% |
$3.38M - $3.64M
|
287K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-81.1K- 1.85% |
$3.75M - $4.04M
|
4.31M
$281M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-85.4K- 75.75% |
$3.95M - $4.26M
|
27.3K
$1.78M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-135K- 95.31% |
$6.24M - $6.72M
|
6.63K
$432K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-858K- 70.59% |
$39.7M - $42.8M
|
357K
$23.3M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.79M- 98.15% |
$82.8M - $89.2M
|
33.8K
$2.2M
|