Purchases and Sales Made in Q4 2022 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 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
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
9.64K
+ 33.36%
$374K - $427K
38.5K $2.54M
Feb 14, 2023 Q4 2022
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
9.31K
New
$362K - $413K
9.31K $613K
Feb 14, 2023 Q4 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
9.23K
+ 87.39%
$359K - $409K
19.8K $1.3M
Feb 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
9.2K
+ 207.75%
$357K - $408K
13.6K $897K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
8.89K
New
$345K - $394K
8.89K $585K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
8.56K
+ 0.91%
$332K - $379K
949K $62.5M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
8.55K
+ 4.31%
$332K - $379K
207K $13.6M
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
8.48K
+ 38.15%
$329K - $376K
30.7K $2.02M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.97K
+ 40.16%
$310K - $353K
27.8K $1.83M
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
7.92K
+ 14.95%
$308K - $351K
60.9K $4.01M
Jan 27, 2023 Q4 2022
Equius Partners, Inc.

BUY
 -
6.96K
+ 0.65%
$270K - $308K
1.08M $70.8M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
6.71K
+ 2.06%
$261K - $297K
333K $21.9M
Jan 30, 2023 Q4 2022
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
6.68K
New
$260K - $296K
6.68K $440K
Jan 06, 2023 Q4 2022
Symmetry Partners, LLC

BUY
 -
6.3K
+ 2.01%
$245K - $279K
320K $21.1M
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
6.09K
New
$237K - $270K
6.09K $401K
Jan 27, 2023 Q4 2022
Northern Financial Advisors Inc

Bloomfield Hills, MI
BUY
 -
5.74K
New
$223K - $254K
5.74K $378K
Feb 07, 2023 Q4 2022
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
5.67K
New
$220K - $251K
5.67K $374K
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
5.65K
New
$219K - $250K
5.65K $372K
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
BUY
 -
5.61K
New
$218K - $249K
5.61K $369K
Feb 09, 2023 Q4 2022
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
5.6K
New
$218K - $248K
5.6K $369K
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
5.56K
+ 32.0%
$216K - $246K
22.9K $1.51M
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
5.33K
New
$207K - $236K
5.33K $351K
Mar 22, 2024 Q4 2022
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
5.2K
New
$202K - $230K
5.2K $342K
Feb 15, 2023 Q4 2022
Simplicity Wealth,Llc

BUY
 -
5.18K
New
$201K - $230K
5.18K $341K
Feb 08, 2023 Q4 2022
Ntv Asset Management LLC

BUY
 -
5.12K
New
$199K - $227K
5.12K $337K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

BUY
 -
5.01K
+ 14.18%
$195K - $222K
40.3K $2.66M
Feb 13, 2023 Q4 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
5.01K
New
$195K - $222K
5.01K $330K
Jan 25, 2023 Q4 2022
Frg Family Wealth Advisors LLC

BUY
 -
4.99K
New
$194K - $221K
4.99K $329K
Jan 12, 2023 Q4 2022
Mason & Associates Inc

BUY
 -
4.92K
New
$191K - $218K
4.92K $324K
Jan 17, 2023 Q4 2022
Black Diamond Wealth Management Inc.

BUY
 -
4.75K
New
$185K - $211K
4.75K $313K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
4.4K
New
$171K - $195K
4.4K $290K
Feb 10, 2023 Q4 2022
Motco

BUY
 -
4.18K
New
$163K - $185K
4.18K $276K
Feb 02, 2023 Q4 2022
Clifford Swan Investment Counsel LLC

BUY
 -
4.14K
+ 43.62%
$161K - $184K
13.6K $898K
Jan 31, 2023 Q4 2022
Pb Mares Wealth Management LLC

BUY
 -
4.12K
+ 1.61%
$160K - $183K
260K $17.1M
Jan 23, 2023 Q4 2022
Intelligence Driven Advisers, LLC

BUY
 -
4.02K
+ 1.13%
$156K - $178K
361K $23.8M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

BUY
 -
3.57K
+ 5.52%
$139K - $158K
68.1K $4.49M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.99K
New
$116K - $133K
2.99K $197K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
2.71K
+ 6.52%
$105K - $120K
44.3K $2.92M
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
BUY
 -
2.41K
New
$93.7K - $107K
2.41K $159K
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

BUY
 -
2.3K
+ 25.04%
$89.5K - $102K
11.5K $757K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.26K
New
$88K - $100K
2.26K $149K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.22K
+ 2.44%
$86.3K - $98.5K
93.2K $6.14M
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
2.1K
+ 4.92%
$81.7K - $93.2K
44.8K $2.95M
Jan 26, 2023 Q4 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
2.07K
+ 3.13%
$80.6K - $91.9K
68.4K $4.5M
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
2.07K
+ 6.43%
$80.4K - $91.7K
34.3K $2.26M
Feb 10, 2023 Q4 2022
Forum Private Client Group LLC

BUY
 -
1.94K
+ 11.03%
$75.3K - $85.8K
19.5K $1.28M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.91K
New
$74.3K - $84.8K
1.91K $126K
Feb 14, 2023 Q4 2022
Sanctuary Wealth Management, L.L.C.

BUY
 -
1.83K
New
$71.1K - $81.1K
1.83K $121K
Feb 14, 2023 Q4 2022
Perritt Capital Management Inc

Chicago, IL
BUY
 -
1.74K
New
$67.7K - $77.2K
1.74K $115K

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