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
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.52K
+ 1.21%
$59.1K - $67.4K
127K $8.34M
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.48K
+ 3.98%
$57.6K - $65.7K
38.8K $2.55M
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
1.39K
+ 10.76%
$54.1K - $61.7K
14.3K $942K
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.33K
+ 4.9%
$51.5K - $58.8K
28.4K $1.86M
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.28K
New
$49.7K - $56.7K
1.28K $84K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
1.25K
New
$48.5K - $55.3K
1.25K $81.9K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.17K
+ 0.36%
$45.6K - $52K
325K $21.3M
Feb 14, 2023 Q4 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1K
+ 6.57%
$38.9K - $44.3K
16.2K $1.07M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
891
New
$34.6K - $39.5K
891 $58.5K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
845
New
$32.8K - $37.5K
845 $55.5K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
811
New
$31.5K - $35.9K
811 $53.3K
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
792
+ 4.54%
$30.8K - $35.1K
18.2K $1.2M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
734
New
$28.5K - $32.5K
734 $48.2K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
722
+ 6.64%
$28.1K - $32K
11.6K $762K
Jan 24, 2023 Q4 2022
Investmark Advisory Group LLC

BUY
 -
661
+ 0.35%
$25.7K - $29.3K
190K $12.5M
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
655
+ 3.4%
$25.5K - $29K
19.9K $1.31M
Jan 26, 2023 Q4 2022
Lauterbach Financial Advisors, LLC

BUY
 -
506
+ 1.05%
$19.7K - $22.4K
48.7K $3.2M
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
504
+ 9.06%
$19.6K - $22.3K
6.07K $398K
Feb 14, 2023 Q4 2022
West Hill Financial Advisors, Inc.

BUY
 -
482
+ 3.2%
$18.7K - $21.4K
15.6K $1.02M
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
391
+ 0.79%
$15.2K - $17.3K
49.6K $3.26M
Feb 07, 2023 Q4 2022
Kraft Asset Management, LLC

BUY
 -
376
+ 0.36%
$14.6K - $16.7K
105K $6.87M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
298
+ 0.27%
$11.6K - $13.2K
111K $7.29M
Feb 06, 2023 Q4 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
251
+ 0.1%
$9.75K - $11.1K
260K $17.1M
Feb 16, 2023 Q4 2022
Ascent Group, LLC

BUY
 -
235
+ 1.85%
$9.13K - $10.4K
13K $851K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
235
New
$9.13K - $10.4K
235 $15.4K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
218
+ 1.33%
$8.47K - $9.66K
16.6K $1.09M
Jan 24, 2023 Q4 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
210
+ 1.65%
$8.16K - $9.31K
12.9K $850K
Jan 20, 2023 Q4 2022
Gemmer Asset Management LLC

BUY
 -
194
+ 0.21%
$7.54K - $8.6K
94.6K $6.21M
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
183
+ 0.51%
$7.11K - $8.11K
36.1K $2.37M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
175
+ 1.3%
$6.8K - $7.76K
13.7K $897K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
174
+ 0.35%
$6.76K - $7.71K
50K $3.28M
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

BUY
 -
167
+ 2.9%
$6.49K - $7.4K
5.92K $389K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
155
+ 0.37%
$6.02K - $6.87K
42.4K $2.79M
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
150
+ 0.27%
$5.83K - $6.65K
56.6K $3.71M
Feb 06, 2023 Q4 2022
Capital Performance Advisors LLP

BUY
 -
137
+ 0.09%
$5.32K - $6.07K
150K $9.85M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
135
+ 0.52%
$5.25K - $5.98K
26K $1.71M
Jan 12, 2023 Q4 2022
Marcum Wealth, LLC

BUY
 -
117
+ 0.46%
$4.55K - $5.19K
25.4K $1.66M
Feb 01, 2023 Q4 2022
Financial Advisory Service, Inc.

BUY
 -
114
+ 0.46%
$4.43K - $5.05K
24.7K $1.62M
Feb 03, 2023 Q4 2022
Curi Wealth Management, LLC

BUY
 -
95
+ 0.46%
$3.69K - $4.21K
20.7K $1.36M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
79
+ 0.44%
$3.07K - $3.5K
18.1K $1.19M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
73
+ 1.23%
$2.84K - $3.24K
5.99K $394K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
68
+ 0.01%
$2.64K - $3.01K
1.18M $77.8M
Jan 20, 2023 Q4 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
60
+ 0.47%
$2.33K - $2.66K
12.9K $847K
Feb 15, 2023 Q4 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
59
+ 0.47%
$2.29K - $2.61K
12.7K $831K
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
55
+ 0.46%
$2.14K - $2.44K
11.9K $782K
Feb 14, 2023 Q4 2022
Treynor Bancshares, Inc.

BUY
 -
54
+ 0.03%
$2.1K - $2.39K
175K $11.5M
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
46
+ 0.45%
$1.79K - $2.04K
10.2K $668K
Jan 24, 2023 Q4 2022
Wealthpoint, LLC

BUY
 -
39
+ 0.07%
$1.52K - $1.73K
55.4K $3.64M
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
35
+ 0.13%
$1.36K - $1.55K
27.3K $1.79M

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