Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.16MNew |
$290M - $320M
|
6.16M
$405M
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.13MNew |
$100M - $111M
|
2.13M
$140M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.72MNew |
$80.9M - $89.4M
|
1.72M
$113M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.55MNew |
$72.7M - $80.4M
|
1.55M
$102M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.37MNew |
$64.7M - $71.4M
|
1.37M
$90.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Equius Partners, Inc.
|
BUY
|
- |
1.09MNew |
$51.4M - $56.8M
|
1.09M
$71.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
714KNew |
$33.6M - $37.1M
|
714K
$46.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
687KNew |
$32.3M - $35.7M
|
687K
$45.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
528KNew |
$24.9M - $27.5M
|
528K
$34.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
503KNew |
$23.7M - $26.1M
|
503K
$33M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
404KNew |
$19M - $21M
|
404K
$26.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
365KNew |
$17.2M - $18.9M
|
365K
$23.9M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
350KNew |
$16.5M - $18.2M
|
350K
$23M
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
338K+ 104.21% |
$15.9M - $17.6M
|
662K
$43.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
263KNew |
$12.4M - $13.7M
|
263K
$17.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
244KNew |
$11.5M - $12.7M
|
244K
$16M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
235KNew |
$11.1M - $12.2M
|
235K
$15.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
234K+ 785.29% |
$11M - $12.2M
|
264K
$17.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
220K+ 221.88% |
$10.3M - $11.4M
|
319K
$20.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
217KNew |
$10.2M - $11.3M
|
217K
$14.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
207KNew |
$9.75M - $10.8M
|
207K
$13.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
203KNew |
$9.57M - $10.6M
|
203K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
181KNew |
$8.53M - $9.42M
|
181K
$11.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
150KNew |
$7.07M - $7.81M
|
150K
$9.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
150KNew |
$7.05M - $7.79M
|
150K
$9.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
141K+ 52.26% |
$6.64M - $7.33M
|
411K
$27M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
138KNew |
$6.47M - $7.15M
|
138K
$9.03M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
132KNew |
$6.22M - $6.87M
|
132K
$8.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Bayshore Asset Management, LLC
|
BUY
|
- |
119KNew |
$5.6M - $6.18M
|
119K
$7.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Kraft Asset Management, LLC
|
BUY
|
- |
101KNew |
$4.76M - $5.26M
|
101K
$6.65M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93K+ 9.51% |
$4.38M - $4.83M
|
1.07M
$70.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
91.1KNew |
$4.28M - $4.73M
|
91.1K
$5.98M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
83.1K+ 308.3% |
$3.91M - $4.32M
|
110K
$7.22M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82.3KNew |
$3.87M - $4.28M
|
82.3K
$5.41M
|
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
71.7KNew |
$3.37M - $3.73M
|
71.7K
$4.71M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
56.5KNew |
$2.66M - $2.94M
|
56.5K
$3.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
50.1KNew |
$2.36M - $2.61M
|
50.1K
$3.29M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49.9KNew |
$2.35M - $2.59M
|
49.9K
$3.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
49.3KNew |
$2.32M - $2.57M
|
49.3K
$3.24M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
46.7KNew |
$2.2M - $2.43M
|
46.7K
$3.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
44.1KNew |
$2.07M - $2.29M
|
44.1K
$2.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.1K+ 11.51% |
$2.03M - $2.24M
|
417K
$27.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
38.7K+ 4.93% |
$1.82M - $2.01M
|
825K
$54.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.3K+ 4.5% |
$1.8M - $1.99M
|
890K
$58.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
37.7KNew |
$1.78M - $1.96M
|
37.7K
$2.48M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34.5KNew |
$1.62M - $1.79M
|
34.5K
$2.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.5KNew |
$1.62M - $1.79M
|
34.5K
$2.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33.1KNew |
$1.56M - $1.72M
|
33.1K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
30.6KNew |
$1.44M - $1.59M
|
30.6K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
30.1KNew |
$1.42M - $1.57M
|
30.1K
$1.98M
|