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 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-291- 0.23% |
$11.3K - $12.9K
|
126K
$8.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-293- 1.89% |
$11.4K - $13K
|
15.2K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-306- 2.19% |
$11.9K - $13.6K
|
13.7K
$897K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-386- 1.45% |
$15K - $17.1K
|
26.2K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-411- 1.2% |
$16K - $18.2K
|
33.7K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-453- 1.61% |
$17.6K - $20.1K
|
27.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 2.84% |
$19.4K - $22.2K
|
17.1K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
SELL
|
- |
-579- 24.54% |
$22.5K - $25.7K
|
1.78K
$117K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-608- 0.85% |
$23.6K - $26.9K
|
70.8K
$4.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-647- 0.59% |
$25.1K - $28.7K
|
109K
$7.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-666- 0.72% |
$25.9K - $29.5K
|
91.4K
$6M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 10.05% |
$26.5K - $30.3K
|
6.12K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-699- 2.55% |
$27.2K - $31K
|
26.7K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-704- 3.93% |
$27.4K - $31.2K
|
17.2K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-751- 11.02% |
$29.2K - $33.3K
|
6.06K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-770- 7.31% |
$29.9K - $34.1K
|
9.77K
$642K
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
SELL
|
- |
-784- 0.34% |
$30.5K - $34.7K
|
227K
$14.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-940- 2.82% |
$36.5K - $41.7K
|
32.4K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1K- 10.12% |
$38.9K - $44.3K
|
8.88K
$583K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-1K- 10.12% |
$38.9K - $44.3K
|
8.88K
$583K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.02K- 2.12% |
$39.6K - $45.2K
|
47.2K
$3.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 2.65% |
$42.7K - $48.7K
|
40.4K
$2.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.21K- 4.0% |
$47.2K - $53.8K
|
29.1K
$1.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 78.21% |
$47.4K - $54.1K
|
340
$22.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.37K- 1.97% |
$53.2K - $60.6K
|
67.9K
$4.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.37K- 2.66% |
$53.2K - $60.7K
|
50K
$3.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1.39K- 4.18% |
$54K - $61.6K
|
31.8K
$2.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-1.5K- 4.67% |
$58.1K - $66.3K
|
30.6K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-1.5K- 6.75% |
$58.3K - $66.5K
|
20.8K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.5K- 14.31% |
$58.4K - $66.7K
|
9K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.12% |
$58.4K - $66.7K
|
133K
$8.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.63K- 1.86% |
$63.3K - $72.2K
|
85.9K
$5.64M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.69K- 0.85% |
$65.7K - $74.9K
|
197K
$12.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.75K- 0.19% |
$68.2K - $77.7K
|
941K
$61.8M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.84K- 11.57% |
$71.5K - $81.5K
|
14.1K
$923K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.9K- 0.36% |
$73.8K - $84.2K
|
522K
$34.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.92K- 98.56% |
$74.6K - $85.1K
|
28
$1.84K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.05K- 0.3% |
$79.8K - $91K
|
690K
$45.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 27.9% |
$87.9K - $100K
|
5.85K
$384K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.4K- 22.37% |
$93.3K - $106K
|
8.33K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.51K- 12.17% |
$97.3K - $111K
|
18.1K
$1.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-2.52K- 39.05% |
$98K - $112K
|
3.94K
$259K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.64K- 5.65% |
$102K - $117K
|
44K
$2.89M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.67K- 5.74% |
$104K - $118K
|
43.8K
$2.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.73K- 4.46% |
$106K - $121K
|
58.5K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.94K- 5.93% |
$114K - $130K
|
46.6K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.27K- 0.41% |
$127K - $145K
|
802K
$52.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.5K- 11.66% |
$136K - $155K
|
26.5K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 1.98% |
$138K - $157K
|
176K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-4.09K- 4.29% |
$159K - $181K
|
91.2K
$5.99M
|