Purchases and Sales Made in Q4 2023 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 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 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.19KNew |
$186K - $218K
|
4.19K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
4.13KNew |
$184K - $215K
|
4.13K
$271K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.11KNew |
$183K - $214K
|
4.11K
$270K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.08KNew |
$182K - $212K
|
4.08K
$268K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.06KNew |
$181K - $211K
|
4.06K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4KNew |
$178K - $208K
|
4K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.92KNew |
$175K - $204K
|
3.92K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
3.77K+ 0.39% |
$168K - $196K
|
967K
$63.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.75KNew |
$167K - $195K
|
3.75K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.73K+ 84.42% |
$166K - $194K
|
8.16K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$151K - $176K
|
3.39K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.38K+ 0.42% |
$150K - $176K
|
811K
$53.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.11K+ 9.26% |
$138K - $162K
|
36.7K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3.09KNew |
$137K - $161K
|
3.09K
$203K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.02K+ 10.03% |
$135K - $157K
|
33.2K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.94K+ 4.95% |
$131K - $153K
|
62.4K
$4.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
2.78K+ 0.3% |
$124K - $144K
|
941K
$61.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.76K+ 2.31% |
$123K - $144K
|
123K
$8.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.65K+ 1.37% |
$118K - $138K
|
195K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.58K+ 2.4% |
$115K - $134K
|
110K
$7.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.37KNew |
$105K - $123K
|
2.37K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.37K+ 0.74% |
$105K - $123K
|
321K
$21.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.32K+ 2.78% |
$103K - $120K
|
85.6K
$5.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
2.22K+ 4.65% |
$98.7K - $115K
|
49.9K
$3.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
2.1K+ 2.98% |
$93.4K - $109K
|
72.5K
$4.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03K+ 39.97% |
$90.2K - $105K
|
7.1K
$466K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
2K+ 42.71% |
$89K - $104K
|
6.68K
$439K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.86KNew |
$82.8K - $96.7K
|
1.86K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.84K+ 6.05% |
$81.8K - $95.6K
|
32.2K
$2.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.81K+ 0.88% |
$80.7K - $94.3K
|
209K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.77K+ 0.27% |
$78.8K - $92K
|
655K
$43M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.67K+ 4.12% |
$74.5K - $87K
|
42.3K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.61K+ 0.48% |
$71.7K - $83.8K
|
338K
$22.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.52K+ 11.31% |
$67.5K - $78.8K
|
14.9K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.48KNew |
$66.1K - $77.2K
|
1.48K
$97.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.48K+ 22.8% |
$65.9K - $77K
|
7.98K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.46K+ 2985.71% |
$65.1K - $76.1K
|
1.51K
$99.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.38K+ 0.54% |
$61.3K - $71.7K
|
257K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.37K+ 0.11% |
$60.8K - $71K
|
1.2M
$79.1M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.25K+ 2.78% |
$55.7K - $65.1K
|
46.3K
$3.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.24K+ 13.49% |
$55.1K - $64.4K
|
10.4K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.1K+ 5.5% |
$48.8K - $57K
|
21K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 8.79% |
$46.6K - $54.5K
|
13K
$852K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1K+ 1.77% |
$44.5K - $52K
|
57.5K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
658+ 3.22% |
$29.3K - $34.2K
|
21.1K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
653+ 35.68% |
$29.1K - $34K
|
2.48K
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
645+ 8.45% |
$28.7K - $33.5K
|
8.27K
$543K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
586+ 11.33% |
$26.1K - $30.5K
|
5.76K
$378K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
580+ 1.03% |
$25.8K - $30.2K
|
56.9K
$3.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
578+ 1.63% |
$25.7K - $30.1K
|
36K
$2.36M
|