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 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.6K+ 231.06% |
$1.19M - $1.36M
|
43.9K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.8K+ 82.32% |
$1.16M - $1.32M
|
66.1K
$4.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
29.5K+ 8.13% |
$1.15M - $1.31M
|
393K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
29.2KNew |
$1.14M - $1.3M
|
29.2K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29K+ 15.77% |
$1.13M - $1.29M
|
213K
$14M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28.8K+ 62.75% |
$1.12M - $1.28M
|
74.7K
$4.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.1K+ 0.79% |
$1.09M - $1.25M
|
3.61M
$237M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
27.4K+ 1076.74% |
$1.07M - $1.22M
|
30K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26.6KNew |
$1.03M - $1.18M
|
26.6K
$1.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
26.5KNew |
$1.03M - $1.17M
|
26.5K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
26.2KNew |
$1.02M - $1.16M
|
26.2K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.1KNew |
$977K - $1.11M
|
25.1K
$1.65M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
25.1K+ 28.75% |
$975K - $1.11M
|
112K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
24KNew |
$932K - $1.06M
|
24K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
23.6K+ 3.71% |
$918K - $1.05M
|
660K
$43.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
22.3K+ 61.44% |
$868K - $990K
|
58.7K
$3.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
21.8KNew |
$849K - $968K
|
21.8K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
20K+ 0.38% |
$776K - $885K
|
5.31M
$349M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.5K+ 12.35% |
$756K - $862K
|
177K
$11.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
18.8KNew |
$731K - $833K
|
18.8K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18.7K+ 89.05% |
$727K - $829K
|
39.7K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18.6K+ 73.49% |
$722K - $823K
|
43.9K
$2.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
17.8KNew |
$691K - $788K
|
17.8K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.4KNew |
$677K - $772K
|
17.4K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16.5K+ 42.35% |
$643K - $733K
|
55.6K
$3.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
16.4K+ 188.28% |
$637K - $726K
|
25.1K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$617K - $703K
|
15.9K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.9K+ 11.69% |
$616K - $703K
|
151K
$9.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.7KNew |
$610K - $696K
|
15.7K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15.6K+ 192.72% |
$606K - $691K
|
23.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.6K+ 24.28% |
$605K - $690K
|
79.7K
$5.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
15.1KNew |
$588K - $671K
|
15.1K
$994K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
14.8KNew |
$574K - $655K
|
14.8K
$970K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.9K+ 11.67% |
$500K - $571K
|
123K
$8.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.8KNew |
$498K - $568K
|
12.8K
$842K
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
12.7KNew |
$492K - $562K
|
12.7K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.4K+ 8.07% |
$482K - $550K
|
166K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12.1KNew |
$469K - $534K
|
12.1K
$792K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.8K+ 1.23% |
$460K - $524K
|
970K
$63.7M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
11.5KNew |
$447K - $510K
|
11.5K
$756K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.5KNew |
$445K - $508K
|
11.5K
$752K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
11.4K+ 71.85% |
$443K - $505K
|
27.3K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.3K+ 19.49% |
$439K - $501K
|
69.3K
$4.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
11.3K+ 21.51% |
$439K - $500K
|
63.8K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
11.2KNew |
$434K - $495K
|
11.2K
$734K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.9KNew |
$423K - $483K
|
10.9K
$716K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
10.9K+ 2.61% |
$423K - $482K
|
428K
$28.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10.7K+ 14.98% |
$418K - $476K
|
82.5K
$5.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.6K+ 120.05% |
$412K - $470K
|
19.4K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.3KNew |
$399K - $455K
|
10.3K
$675K
|