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
|
Colony Group LLC
Boston, MA |
BUY
|
- |
34+ 0.06% |
$1.32K - $1.51K
|
59.3K
$3.89M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
29+ 0.46% |
$1.13K - $1.29K
|
6.33K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
25+ 0.31% |
$972 - $1.11K
|
8.16K
$536K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
25+ 0.46% |
$972 - $1.11K
|
5.51K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24+ 0.2% |
$933 - $1.06K
|
11.8K
$773K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
24+ 0.2% |
$933 - $1.06K
|
11.8K
$773K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22+ 0.01% |
$855 - $975
|
164K
$10.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
19+ 0.46% |
$738 - $842
|
4.18K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 0.49% |
$661 - $753
|
3.5K
$230K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13+ 0.46% |
$505 - $576
|
2.84K
$187K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10+ 0.19% |
$389 - $443
|
5.36K
$352K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.86% |
$272 - $310
|
824
$54.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
6+ 0.48% |
$233 - $266
|
1.27K
$83.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
5+ 0.01% |
$194 - $222
|
46.6K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.41% |
$194 - $222
|
1.21K
$79.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.05% |
$194 - $222
|
10.7K
$704K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.49% |
$155 - $177
|
827
$54.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4- 0.03% |
$155 - $177
|
12.6K
$827K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.05% |
$194 - $222
|
9.55K
$627K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-10- 4.48% |
$389 - $443
|
213
$14K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-16- 0.27% |
$622 - $709
|
5.81K
$381K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49- 0.18% |
$1.9K - $2.17K
|
27.3K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-49- 0.15% |
$1.9K - $2.17K
|
31.8K
$2.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-54- 0.06% |
$2.1K - $2.39K
|
92.2K
$6.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-55- 0.22% |
$2.14K - $2.44K
|
24.7K
$1.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58- 0.69% |
$2.25K - $2.57K
|
8.36K
$549K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-81- 0.47% |
$3.15K - $3.59K
|
17.1K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-106- 3.48% |
$4.12K - $4.7K
|
2.94K
$193K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-111- 0.72% |
$4.31K - $4.92K
|
15.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-115- 21.9% |
$4.47K - $5.1K
|
410
$26.9K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-116- 3.8% |
$4.51K - $5.14K
|
2.94K
$193K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-118- 1.47% |
$4.59K - $5.23K
|
7.91K
$520K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-125- 1.74% |
$4.86K - $5.54K
|
7.05K
$463K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-130- 1.26% |
$5.05K - $5.76K
|
10.2K
$671K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-132- 0.23% |
$5.13K - $5.85K
|
56.2K
$3.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-138- 0.07% |
$5.36K - $6.12K
|
191K
$12.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-153- 0.72% |
$5.95K - $6.78K
|
21.2K
$1.39M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-161- 0.6% |
$6.26K - $7.14K
|
26.8K
$1.76M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-169- 1.89% |
$6.57K - $7.49K
|
8.79K
$577K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185- 3.99% |
$7.19K - $8.2K
|
4.45K
$292K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-198- 0.3% |
$7.69K - $8.78K
|
64.8K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-204- 0.26% |
$7.93K - $9.04K
|
77.3K
$5.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-212- 1.11% |
$8.24K - $9.4K
|
18.9K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-218- 2.92% |
$8.47K - $9.66K
|
7.24K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-220- 3.74% |
$8.55K - $9.75K
|
5.66K
$372K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-227- 2.52% |
$8.82K - $10.1K
|
8.8K
$578K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-232- 2.45% |
$9.02K - $10.3K
|
9.22K
$606K
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-247- 0.37% |
$9.6K - $10.9K
|
65.9K
$4.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-250- 0.05% |
$9.72K - $11.1K
|
497K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-260- 0.34% |
$10.1K - $11.5K
|
75.7K
$4.97M
|