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
Mar 01, 2024 Q4 2023
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
561
New
$25K - $29.2K
561 $36.8K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
BUY
 -
524
+ 3.87%
$23.3K - $27.2K
14.1K $923K
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
460
New
$20.5K - $23.9K
460 $30.2K
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

BUY
 -
400
+ 7.87%
$17.8K - $20.8K
5.49K $360K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
364
New
$16.2K - $18.9K
364 $23.9K
Jan 22, 2024 Q4 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
344
+ 1.23%
$15.3K - $17.9K
28.3K $1.86M
Jan 22, 2024 Q4 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
329
+ 1.22%
$14.6K - $17.1K
27.2K $1.79M
Jan 29, 2024 Q4 2023
Valeo Financial Advisors, LLC

BUY
 -
319
+ 2.22%
$14.2K - $16.6K
14.7K $964K
Jan 18, 2024 Q4 2023
Accel Wealth Management

BUY
 -
290
+ 6.61%
$12.9K - $15.1K
4.68K $307K
Jan 17, 2024 Q4 2023
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
259
New
$11.5K - $13.5K
259 $17K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
204
+ 0.45%
$9.08K - $10.6K
45.4K $2.98M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
202
+ 0.27%
$8.99K - $10.5K
75.4K $4.95M
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
202
+ 0.36%
$8.99K - $10.5K
56K $3.68M
Feb 13, 2024 Q4 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
177
+ 0.27%
$7.88K - $9.2K
64.8K $4.25M
Feb 07, 2024 Q4 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
172
+ 0.34%
$7.66K - $8.94K
50.5K $3.32M
Feb 14, 2024 Q4 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
160
+ 0.4%
$7.12K - $8.32K
40.1K $2.64M
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
116
+ 0.45%
$5.16K - $6.03K
25.7K $1.69M
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
111
+ 0.45%
$4.94K - $5.77K
24.8K $1.63M
Feb 13, 2024 Q4 2023
Cwa Asset Management Group, LLC

BUY
 -
108
+ 0.19%
$4.81K - $5.62K
56.7K $3.72M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
100
+ 0.46%
$4.45K - $5.2K
21.9K $1.44M
Feb 01, 2024 Q4 2023
Parkside Financial Bank & Trust

BUY
 -
96
+ 0.41%
$4.27K - $4.99K
23.8K $1.56M
Feb 14, 2024 Q4 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
92
+ 0.18%
$4.09K - $4.78K
50.1K $3.29M
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
80
+ 0.44%
$3.56K - $4.16K
18.3K $1.2M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
62
+ 0.34%
$2.76K - $3.22K
18.3K $1.2M
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
59
+ 0.45%
$2.63K - $3.07K
13.1K $860K
Feb 07, 2024 Q4 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
58
+ 0.45%
$2.58K - $3.02K
12.9K $844K
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
56
+ 0.51%
$2.49K - $2.91K
11.1K $730K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
54
+ 0.45%
$2.4K - $2.81K
12.1K $793K
Jan 10, 2024 Q4 2023
City State Bank

Norwalk, IA
BUY
 -
50
+ 2.07%
$2.23K - $2.6K
2.46K $162K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
46
+ 0.46%
$2.05K - $2.39K
10.1K $664K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
46
+ 0.08%
$2.05K - $2.39K
56.9K $3.74M
Feb 09, 2024 Q4 2023
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
42
+ 0.45%
$1.87K - $2.18K
9.36K $615K
Jan 23, 2024 Q4 2023
Applied Capital LLC

BUY
 -
40
+ 0.17%
$1.78K - $2.08K
24.2K $1.59M
Jan 10, 2024 Q4 2023
Winthrop Advisory Group LLC

BUY
 -
34
+ 0.12%
$1.51K - $1.77K
27.4K $1.8M
Feb 01, 2024 Q4 2023
Bka Wealth Consulting, Inc.

BUY
 -
33
+ 0.39%
$1.47K - $1.72K
8.58K $563K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
33
+ 0.14%
$1.47K - $1.72K
23K $1.51M
Jan 19, 2024 Q4 2023
Sharkey, Howes & Javer

BUY
 -
29
+ 0.45%
$1.29K - $1.51K
6.42K $422K
Feb 06, 2024 Q4 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
28
+ 0.45%
$1.25K - $1.46K
6.18K $406K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
25
+ 0.45%
$1.11K - $1.3K
5.62K $369K
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
23
+ 0.47%
$1.02K - $1.2K
4.97K $326K
Feb 05, 2024 Q4 2023
Bridgewater Advisors Inc.

BUY
 -
21
+ 0.03%
$935 - $1.09K
65.6K $4.31M
Jan 22, 2024 Q4 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
20
+ 0.46%
$890 - $1.04K
4.4K $289K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
18
+ 0.31%
$801 - $936
5.78K $380K
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
15
+ 0.45%
$668 - $780
3.35K $220K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
13
+ 0.45%
$579 - $676
2.88K $189K
Feb 06, 2024 Q4 2023
Verus Financial Partners, Inc.

BUY
 -
10
+ 0.19%
$445 - $520
5.39K $354K
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
8
+ 0.02%
$356 - $416
33.9K $2.22M
Feb 01, 2024 Q4 2023
Gpwm LLC

BUY
 -
8
+ 0.44%
$356 - $416
1.81K $119K
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
8
+ 0.44%
$356 - $416
1.82K $120K

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