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 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.11K- 1.38% |
$160K - $182K
|
294K
$19.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.29K- 63.46% |
$167K - $190K
|
2.47K
$162K
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.3K- 38.07% |
$167K - $191K
|
6.99K
$459K
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.35K- 2.59% |
$169K - $193K
|
163K
$10.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.1K- 4.26% |
$198K - $226K
|
115K
$7.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-5.14K- 0.5% |
$200K - $228K
|
1.02M
$67.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.37K- 3.94% |
$209K - $238K
|
131K
$8.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.45K- 1.28% |
$212K - $242K
|
419K
$27.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.72K- 99.93% |
$222K - $253K
|
4
$263
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.9K- 14.58% |
$229K - $261K
|
34.6K
$2.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.91K- 2.89% |
$229K - $262K
|
198K
$13M
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-6.26K- 1.41% |
$243K - $277K
|
438K
$28.8M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.25K- 11.49% |
$282K - $321K
|
55.8K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-7.31K- 3.2% |
$284K - $324K
|
222K
$14.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-8.42K- 24.18% |
$327K - $373K
|
26.4K
$1.73M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-8.95K- 14.6% |
$348K - $397K
|
52.4K
$3.44M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-9.24K- 53.39% |
$359K - $409K
|
8.06K
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.3K- 10.96% |
$361K - $412K
|
75.5K
$4.96M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.79K- 6.78% |
$380K - $434K
|
135K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.87K- 28.44% |
$384K - $437K
|
24.8K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 51.37% |
$439K - $500K
|
10.7K
$702K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.3K- 21.48% |
$479K - $546K
|
45.1K
$2.96M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-12.4K- 8.61% |
$480K - $547K
|
131K
$8.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.2K- 3.72% |
$513K - $585K
|
341K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-13.8K- 60.23% |
$535K - $610K
|
9.1K
$597K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.1K- 49.98% |
$547K - $624K
|
14.1K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-15.2K- 1.27% |
$593K - $676K
|
1.19M
$78M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18.6K- 1.24% |
$722K - $823K
|
1.48M
$97.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-20.2K- 19.43% |
$783K - $893K
|
83.6K
$5.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-21K- 1.66% |
$816K - $931K
|
1.25M
$81.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-22.7K- 50.76% |
$881K - $1.01M
|
22K
$1.45M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-31.5K- 8.35% |
$1.22M - $1.4M
|
345K
$22.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-31.7K- 5.55% |
$1.23M - $1.4M
|
539K
$35.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-32.8K- 0.58% |
$1.28M - $1.46M
|
5.68M
$373M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.7K- 18.85% |
$1.47M - $1.67M
|
162K
$10.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
SELL
|
- |
-38K- 60.7% |
$1.48M - $1.69M
|
24.6K
$1.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-42.6K- 44.98% |
$1.66M - $1.89M
|
52.1K
$3.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-56.9K- 0.94% |
$2.21M - $2.52M
|
6M
$394M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-69.9K- 17.96% |
$2.71M - $3.1M
|
319K
$21M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-75K- 19.88% |
$2.92M - $3.33M
|
302K
$19.9M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-76.4K- 20.95% |
$2.97M - $3.39M
|
288K
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-82K- 10.72% |
$3.19M - $3.63M
|
683K
$44.9M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-96.8K- 6.33% |
$3.76M - $4.29M
|
1.43M
$94M
|
|
|
Jan 20, 2023
Q4 2022
|
Retirement Solution Inc.
|
SELL
|
- |
-101K- 14.34% |
$3.92M - $4.47M
|
602K
$39.6M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-151K- 23.21% |
$5.87M - $6.69M
|
500K
$32.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-153K- 86.16% |
$5.94M - $6.77M
|
24.5K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-385K- 56.33% |
$15M - $17.1M
|
299K
$19.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.8M- 98.95% |
$70.1M - $79.9M
|
19.2K
$1.26M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-15.6M- 99.97% |
$608M - $693M
|
4.43K
$291K
|