Purchases and Sales Made in Q4 2023 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 2023. 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, 2024 Q4 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
31.1K
+ 100.91%
$1.39M - $1.62M
62K $4M
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
30.9K
+ 182.65%
$1.38M - $1.61M
47.8K $3.08M
Feb 14, 2024 Q4 2023
Jackson Thornton Asset Management, LLC

BUY
 -
30.8K
+ 9.2%
$1.37M - $1.6M
365K $23.5M
Feb 02, 2024 Q4 2023
Disciplined Equity Management, Inc.

BUY
 -
30.4K
+ 6.71%
$1.35M - $1.58M
484K $31.2M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
29.9K
+ 109.45%
$1.33M - $1.56M
57.3K $3.69M
Jan 31, 2024 Q4 2023
Grunden Financial Advisory, Inc.

Denton, TX
BUY
 -
29.9K
New
$1.33M - $1.55M
29.9K $1.93M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
29.6K
+ 10.39%
$1.32M - $1.54M
314K $20.3M
Feb 09, 2024 Q4 2023
Ml & R Wealth Management LLC

BUY
 -
27.4K
+ 1.18%
$1.22M - $1.42M
2.34M $151M
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
BUY
 -
26.7K
+ 119.67%
$1.19M - $1.39M
48.9K $3.15M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
23.4K
+ 5.82%
$1.04M - $1.22M
426K $27.5M
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
22.9K
+ 7.89%
$1.02M - $1.19M
313K $20.2M
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
21.9K
+ 669.32%
$973K - $1.14M
25.1K $1.62M
Feb 12, 2024 Q4 2023
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
21.7K
New
$964K - $1.13M
21.7K $1.4M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
21.1K
New
$939K - $1.1M
21.1K $1.36M
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
21.1K
+ 21.87%
$938K - $1.1M
117K $7.57M
Feb 13, 2024 Q4 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
20.1K
+ 64.72%
$896K - $1.05M
51.2K $3.3M
Jan 19, 2024 Q4 2023
Atlantic Union Bankshares Corp

BUY
 -
20.1K
New
$893K - $1.04M
20.1K $1.29M
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
18.5K
+ 165.18%
$823K - $962K
29.7K $1.91M
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
18.3K
New
$813K - $950K
18.3K $1.18M
Jan 23, 2024 Q4 2023
Crown Wealth Group, LLC

BUY
 -
18.1K
+ 6.93%
$805K - $941K
279K $18M
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
17.6K
+ 14.04%
$782K - $913K
143K $9.19M
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
17.5K
+ 1.4%
$778K - $908K
1.27M $81.8M
Jan 19, 2024 Q4 2023
Forum Private Client Group LLC

BUY
 -
15.7K
New
$700K - $818K
15.7K $1.01M
Feb 13, 2024 Q4 2023
Mustard Seed Financial, LLC

Magnolia, AR
BUY
 -
15.2K
New
$676K - $790K
15.2K $979K
Aug 01, 2024 Q4 2023
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
15.2K
New
$675K - $788K
15.2K $977K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

BUY
 -
15K
+ 0.25%
$667K - $780K
6.02M $388M
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
14.9K
New
$663K - $775K
14.9K $960K
Jan 10, 2024 Q4 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
14.4K
+ 4.61%
$642K - $750K
327K $21.1M
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
14.1K
+ 10.63%
$629K - $735K
147K $9.48M
Jan 30, 2024 Q4 2023
Investment Advisory Group, LLC

BUY
 -
14.1K
+ 34.67%
$627K - $732K
54.7K $3.52M
Feb 23, 2024 Q4 2023
Chicago Partners Investment Group LLC

BUY
 -
13K
+ 2.24%
$580K - $678K
596K $38.4M
Jan 17, 2024 Q4 2023
Towneley Capital Management, Inc / De

Laguna Hills, CA
BUY
 -
12.9K
New
$575K - $672K
12.9K $832K
Feb 09, 2024 Q4 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
12.8K
New
$571K - $667K
12.8K $826K
Feb 09, 2024 Q4 2023
Kraft Asset Management, LLC

BUY
 -
12.4K
+ 12.18%
$551K - $644K
114K $7.35M
Jan 19, 2024 Q4 2023
Pfg Advisors

BUY
 -
12.1K
+ 10.57%
$540K - $631K
127K $8.18M
Feb 06, 2024 Q4 2023
Capital Performance Advisors LLP

BUY
 -
12.1K
+ 8.36%
$539K - $630K
157K $10.1M
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
11.8K
New
$526K - $614K
11.8K $761K
Feb 13, 2024 Q4 2023
Trademark Financial Management, LLC

Bloomington, MN
BUY
 -
11.7K
New
$522K - $610K
11.7K $756K
Feb 13, 2024 Q4 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
11.7K
+ 10.4%
$521K - $609K
124K $8.01M
Feb 08, 2024 Q4 2023
Independent Advisor Alliance

BUY
 -
11.7K
+ 14.64%
$520K - $607K
91.4K $5.89M
Feb 01, 2024 Q4 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
11.6K
+ 5.14%
$515K - $602K
237K $15.3M
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

BUY
 -
11.5K
New
$511K - $597K
11.5K $739K
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
11.4K
New
$506K - $591K
11.4K $733K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
11.1K
+ 0.49%
$492K - $575K
2.28M $147M
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10.8K
+ 872.37%
$481K - $562K
12K $776K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
10.8K
+ 4.38%
$480K - $561K
257K $16.6M
Feb 14, 2024 Q4 2023
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
10.7K
New
$474K - $554K
10.7K $686K
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
10.6K
New
$473K - $552K
10.6K $684K
Jan 16, 2024 Q4 2023
Hb Wealth Management, LLC

BUY
 -
10.6K
+ 9.58%
$471K - $551K
121K $7.8M

Track Institutional and Insider Activities on DFUS

Follow DIMENSIONAL ETF TR U S EQUITY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFUS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Equity insider buys or sells DFUS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S EQUITY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFUS