Purchases and Sales Made in Q4 2021 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

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 14, 2022 Q4 2021
Ifg Advisory, LLC

BUY
 -
552
+ 3.73%
$26K - $28.7K
15.3K $1.01M
Feb 15, 2022 Q4 2021
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
500
+ 3.14%
$23.5K - $26K
16.4K $1.08M
Jan 28, 2022 Q4 2021
Schubert & CO

BUY
 -
459
New
$21.6K - $23.9K
459 $30.1K
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

BUY
 -
353
+ 2.39%
$16.6K - $18.3K
15.1K $993K
Jan 31, 2022 Q4 2021
1900 Wealth Management LLC

BUY
 -
262
+ 0.04%
$12.3K - $13.6K
675K $44.3M
Jan 12, 2022 Q4 2021
Private Capital Management LLC

BUY
 -
211
+ 0.17%
$9.93K - $11K
125K $8.23M
Feb 14, 2022 Q4 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
200
+ 0.91%
$9.41K - $10.4K
22.1K $1.45M
Feb 11, 2022 Q4 2021
Bank Of New York Mellon Corp

New York, NY
BUY
 -
162
+ 3.25%
$7.62K - $8.42K
5.15K $338K
Feb 09, 2022 Q4 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
148
+ 0.3%
$6.96K - $7.69K
49.4K $3.25M
Jan 27, 2022 Q4 2021
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
126
+ 0.4%
$5.93K - $6.55K
31.7K $2.08M
May 11, 2023 Q4 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
67
New
$3.15K - $3.48K
67 $4.4K
Feb 02, 2022 Q4 2021
Sp Asset Management

BUY
 -
59
+ 0.4%
$2.78K - $3.07K
15K $983K
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
54
+ 0.41%
$2.54K - $2.81K
13.2K $865K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
51
+ 0.03%
$2.4K - $2.65K
163K $10.7M
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
51
+ 0.29%
$2.4K - $2.65K
17.9K $1.17M
Feb 04, 2022 Q4 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
50
+ 0.39%
$2.35K - $2.6K
12.7K $835K
Feb 14, 2022 Q4 2021
Camden Capital, LLC

BUY
 -
48
+ 0.4%
$2.26K - $2.5K
12.2K $799K
Feb 08, 2022 Q4 2021
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
45
+ 0.05%
$2.12K - $2.34K
90.5K $5.94M
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
43
+ 0.14%
$2.02K - $2.24K
30.9K $2.03M
Feb 09, 2022 Q4 2021
Curi Wealth Management, LLC

BUY
 -
42
+ 0.4%
$1.98K - $2.18K
10.6K $694K
Feb 11, 2022 Q4 2021
Bt Wealth Management LLC

BUY
 -
40
+ 0.4%
$1.88K - $2.08K
10K $659K
Feb 11, 2022 Q4 2021
Franklin Resources Inc

San Mateo, CA
BUY
 -
30
+ 0.26%
$1.41K - $1.56K
11.7K $771K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

BUY
 -
26
+ 0.05%
$1.22K - $1.35K
51.2K $3.36M
Jan 31, 2022 Q4 2021
One Capital Management, LLC

Westlake Village, CA
BUY
 -
25
+ 0.4%
$1.18K - $1.3K
6.33K $416K
Feb 14, 2022 Q4 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
23
+ 0.39%
$1.08K - $1.2K
5.9K $388K
Feb 14, 2022 Q4 2021
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
22
+ 0.42%
$1.04K - $1.14K
5.23K $343K
Feb 08, 2022 Q4 2021
Baker Tilly Wealth Management, LLC

BUY
 -
22
+ 0.41%
$1.04K - $1.14K
5.43K $357K
Feb 07, 2022 Q4 2021
Laird Norton Trust Company, LLC

BUY
 -
21
+ 0.4%
$988 - $1.09K
5.31K $349K
Feb 14, 2022 Q4 2021
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
18
+ 0.4%
$847 - $936
4.56K $299K
Jan 24, 2022 Q4 2021
Ellevest, Inc.

BUY
 -
16
+ 0.39%
$753 - $832
4.12K $271K
Mar 10, 2022 Q4 2021
Gill Capital Partners, LLC

Denver, CO
BUY
 -
16
+ 0.17%
$753 - $832
9.71K $638K
Jan 06, 2022 Q4 2021
Versant Capital Management, Inc

BUY
 -
15
+ 0.22%
$706 - $780
6.77K $445K
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
15
+ 0.12%
$706 - $780
12.2K $800K
Jan 14, 2022 Q4 2021
Acropolis Investment Management, LLC

BUY
 -
14
+ 0.24%
$659 - $728
5.82K $382K
Jan 26, 2022 Q4 2021
Brightworth

BUY
 -
14
+ 0.08%
$659 - $728
16.7K $1.1M
Feb 14, 2022 Q4 2021
Tradition Wealth Management, LLC

BUY
 -
11
+ 0.39%
$518 - $572
2.8K $184K
Jan 19, 2022 Q4 2021
Verus Financial Partners, Inc.

BUY
 -
8
+ 0.15%
$376 - $416
5.33K $350K
Feb 09, 2022 Q4 2021
Trustcore Financial Services, LLC

BUY
 -
5
+ 0.42%
$235 - $260
1.19K $78.4K
Feb 08, 2022 Q4 2021
Duncker Streett & CO Inc

BUY
 -
4
+ 0.35%
$188 - $208
1.16K $76.1K
Jan 18, 2022 Q4 2021
Gleason Group, Inc.

BUY
 -
3
+ 0.37%
$141 - $156
815 $53.5K
Feb 11, 2022 Q4 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
3
+ 0.04%
$141 - $156
7.68K $504K
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
3
+ 0.37%
$141 - $156
812 $53.3K
Feb 02, 2022 Q4 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
1
+ 0.01%
$47.1 - $52
8.42K $553K
Feb 14, 2022 Q4 2021
First Manhattan CO

New York, NY
BUY
 -
1
+ 0.49%
$47.1 - $52
205 $13.5K
Jan 11, 2022 Q4 2021
Symmetry Partners, LLC

BUY
 -
1
+ 0.0%
$47.1 - $52
237K $15.6M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-7
- 0.4%
$329 - $364
1.73K $114K
Jan 28, 2022 Q4 2021
Measured Wealth Private Client Group, LLC

SELL
 -
-30
- 0.16%
$1.41K - $1.56K
18.6K $1.22M
Jan 12, 2022 Q4 2021
Winthrop Advisory Group LLC

SELL
 -
-70
- 0.26%
$3.29K - $3.64K
27.2K $1.78M
Jan 14, 2022 Q4 2021
Five Oceans Advisors

SELL
 -
-86
- 0.34%
$4.05K - $4.47K
25.3K $1.66M

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