Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
15.6M+ 107767.86% |
$607M - $693M
|
15.6M
$1.03B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.71MNew |
$66.6M - $76M
|
1.71M
$113M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
985KNew |
$38.3M - $43.7M
|
985K
$64.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
881KNew |
$34.2M - $39M
|
881K
$58M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
797KNew |
$31M - $35.3M
|
797K
$52.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
464K+ 1326.03% |
$18M - $20.6M
|
500K
$32.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
371KNew |
$14.4M - $16.4M
|
371K
$24.4M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
355KNew |
$13.8M - $15.7M
|
355K
$23.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
268KNew |
$10.4M - $11.9M
|
268K
$17.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
268K+ 36714.81% |
$10.4M - $11.9M
|
268K
$17.7M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
216KNew |
$8.41M - $9.59M
|
216K
$14.3M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
192KNew |
$7.45M - $8.49M
|
192K
$12.6M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
179KNew |
$6.94M - $7.92M
|
179K
$11.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
171K+ 3.99% |
$6.65M - $7.59M
|
4.46M
$294M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
168KNew |
$6.52M - $7.44M
|
168K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
166KNew |
$6.47M - $7.37M
|
166K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
156KNew |
$6.06M - $6.91M
|
156K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
153KNew |
$5.96M - $6.8M
|
153K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
135K+ 8.46% |
$5.25M - $5.98M
|
1.73M
$114M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
134K+ 24.53% |
$5.22M - $5.95M
|
682K
$44.9M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
106KNew |
$4.11M - $4.69M
|
106K
$6.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
103K+ 50.18% |
$4.01M - $4.57M
|
309K
$20.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
103K+ 7.69% |
$3.99M - $4.55M
|
1.44M
$94.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
102KNew |
$3.97M - $4.53M
|
102K
$6.72M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
99.5K+ 13.6% |
$3.87M - $4.41M
|
832K
$54.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
93.8K+ 8.33% |
$3.65M - $4.16M
|
1.22M
$80.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.6K+ 9.09% |
$3.6M - $4.1M
|
1.11M
$73.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90.5K+ 4.3% |
$3.52M - $4.01M
|
2.19M
$144M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
73.4KNew |
$2.85M - $3.25M
|
73.4K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.3K+ 28.05% |
$2.85M - $3.25M
|
335K
$22M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
72.8KNew |
$2.83M - $3.23M
|
72.8K
$4.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
70.3K+ 41.72% |
$2.73M - $3.12M
|
239K
$15.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
62.8K+ 7.19% |
$2.44M - $2.78M
|
937K
$61.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
62.7KNew |
$2.44M - $2.78M
|
62.7K
$4.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
62.6K+ 5.86% |
$2.43M - $2.77M
|
1.13M
$74.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
62.3K+ 5.5% |
$2.42M - $2.76M
|
1.19M
$78.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
61.2KNew |
$2.38M - $2.71M
|
61.2K
$4.03M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.2K+ 210.79% |
$2.26M - $2.58M
|
85.8K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
54.8K+ 125.06% |
$2.13M - $2.43M
|
98.6K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50.2K+ 15.87% |
$1.95M - $2.22M
|
366K
$24.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
42.3K+ 29.18% |
$1.64M - $1.88M
|
187K
$12.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
42.2KNew |
$1.64M - $1.87M
|
42.2K
$2.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
41.2KNew |
$1.6M - $1.83M
|
41.2K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
39.7K+ 1.84% |
$1.54M - $1.76M
|
2.2M
$145M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.6K+ 2.45% |
$1.54M - $1.75M
|
1.66M
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 24.68% |
$1.5M - $1.71M
|
194K
$12.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
37.9KNew |
$1.47M - $1.68M
|
37.9K
$2.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.5KNew |
$1.34M - $1.53M
|
34.5K
$2.27M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
33.3K+ 4.64% |
$1.29M - $1.47M
|
750K
$49.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
32.3K+ 5.9% |
$1.25M - $1.43M
|
579K
$38.1M
|