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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.41K+ 37.28% |
$255K - $281K
|
19.9K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.39K+ 1.42% |
$253K - $280K
|
386K
$25.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
5.26KNew |
$247K - $273K
|
5.26K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.09KNew |
$239K - $264K
|
5.09K
$332K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.01KNew |
$236K - $260K
|
5.01K
$326K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$235K - $260K
|
4.99K
$325K
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$233K - $257K
|
4.94K
$322K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
4.92KNew |
$232K - $256K
|
4.92K
$321K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
4.63KNew |
$218K - $241K
|
4.63K
$302K
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.58K+ 8.76% |
$216K - $238K
|
56.9K
$3.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$213K - $236K
|
4.54K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$203K - $224K
|
4.31K
$281K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.24KNew |
$200K - $220K
|
4.24K
$276K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
4.23KNew |
$199K - $220K
|
4.23K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.23KNew |
$199K - $220K
|
4.23K
$275K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$199K - $220K
|
4.22K
$275K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.12KNew |
$194K - $214K
|
4.12K
$269K
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
4.07KNew |
$191K - $211K
|
4.07K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 3.28% |
$191K - $211K
|
128K
$8.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
4KNew |
$188K - $208K
|
4K
$261K
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
3.98KNew |
$187K - $207K
|
3.98K
$259K
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.95KNew |
$186K - $205K
|
3.95K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.88KNew |
$182K - $202K
|
3.88K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.77KNew |
$177K - $196K
|
3.77K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.71K+ 12.59% |
$174K - $193K
|
33.2K
$2.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.61K+ 0.31% |
$170K - $188K
|
1.18M
$77.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
3.37KNew |
$159K - $175K
|
3.37K
$220K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.3K+ 16.91% |
$155K - $172K
|
22.8K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
3.04KNew |
$143K - $158K
|
3.04K
$198K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.01K+ 2.42% |
$142K - $157K
|
127K
$8.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3K+ 3.76% |
$141K - $156K
|
82.8K
$5.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.56K+ 1374.19% |
$120K - $133K
|
2.74K
$179K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.43K+ 1.17% |
$114K - $126K
|
210K
$13.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
2.34KNew |
$110K - $121K
|
2.34K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.15K+ 15.94% |
$101K - $112K
|
15.6K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.77K+ 7.06% |
$83.1K - $91.8K
|
26.8K
$1.75M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.73K+ 0.98% |
$81.5K - $90K
|
179K
$11.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
1.34KNew |
$63.1K - $69.7K
|
1.34K
$87.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.25K+ 0.15% |
$58.9K - $65K
|
811K
$52.8M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.25K+ 1.0% |
$58.8K - $65K
|
126K
$8.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.17K+ 0.15% |
$54.9K - $60.7K
|
796K
$51.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 0.97% |
$54.7K - $60.5K
|
121K
$7.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 4.71% |
$52.6K - $58.1K
|
24.8K
$1.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.1K+ 3.9% |
$51.8K - $57.2K
|
29.3K
$1.91M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.01K+ 11.36% |
$47.4K - $52.4K
|
9.88K
$644K
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.01K+ 11.36% |
$47.4K - $52.4K
|
9.88K
$644K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 5.88% |
$46.9K - $51.8K
|
18K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
990+ 5.8% |
$46.6K - $51.5K
|
18.1K
$1.18M
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
976+ 13.32% |
$45.9K - $50.7K
|
8.3K
$541K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
609+ 2.22% |
$28.7K - $31.7K
|
28K
$1.83M
|