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 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-3.63K- 1.9% |
$171K - $189K
|
188K
$12.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-4.01K- 5.17% |
$189K - $208K
|
73.6K
$4.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.14K- 1.94% |
$195K - $215K
|
210K
$13.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.37KClosed |
$205K - $227K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.45K- 7.89% |
$209K - $231K
|
51.9K
$3.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.47K- 20.26% |
$210K - $232K
|
17.6K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-4.5K- 37.82% |
$212K - $234K
|
7.4K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.57KClosed |
$215K - $238K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-4.69KClosed |
$220K - $244K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-5.01KClosed |
$236K - $260K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-5.05KClosed |
$237K - $262K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-5.09KClosed |
$239K - $264K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.12K- 1.85% |
$288K - $318K
|
324K
$21.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.13KClosed |
$289K - $319K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.15K- 20.42% |
$336K - $372K
|
27.9K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.19K- 0.57% |
$338K - $374K
|
1.25M
$82M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.36K- 0.5% |
$346K - $383K
|
1.46M
$96.1M
|
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.43K- 4.15% |
$349K - $386K
|
171K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.52K- 6.05% |
$401K - $443K
|
132K
$8.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.73K- 9.38% |
$458K - $506K
|
94K
$6.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
SELL
|
- |
-12.4KClosed |
$584K - $645K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-16K- 12.08% |
$755K - $834K
|
117K
$7.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.6K- 0.38% |
$828K - $915K
|
4.66M
$306M
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-17.8K- 1.33% |
$836K - $924K
|
1.32M
$86.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20KClosed |
$942K - $1.04M
|
0
$0
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-28.5K- 4.31% |
$1.34M - $1.48M
|
633K
$41.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.8K- 0.81% |
$1.45M - $1.6M
|
3.76M
$247M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-33.3K- 2.94% |
$1.57M - $1.73M
|
1.1M
$72.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.7K- 3.07% |
$2.34M - $2.58M
|
1.57M
$103M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-76K- 1.29% |
$3.58M - $3.95M
|
5.82M
$382M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-126K- 2.3% |
$5.95M - $6.57M
|
5.36M
$352M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-159K- 36.5% |
$7.49M - $8.28M
|
277K
$18.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-225KClosed |
$10.6M - $11.7M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-237K- 74.46% |
$11.2M - $12.3M
|
81.4K
$5.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-345KClosed |
$16.2M - $17.9M
|
0
$0
|