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 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.9K- 3.46% |
$1.56M - $1.82M
|
975K
$71.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-35.2K- 2.48% |
$1.57M - $1.83M
|
1.38M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.8K- 29.86% |
$1.73M - $2.02M
|
91.1K
$6.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40K- 3.73% |
$1.78M - $2.08M
|
1.03M
$75.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-51.2K- 17.82% |
$2.28M - $2.66M
|
236K
$17.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-59.3K- 3.45% |
$2.64M - $3.08M
|
1.66M
$121M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-59.3K- 5.24% |
$2.64M - $3.09M
|
1.07M
$78.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-75.1K- 15.99% |
$3.34M - $3.9M
|
395K
$28.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-78.7K- 1.82% |
$3.5M - $4.09M
|
4.23M
$309M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-81.9K- 22.18% |
$3.64M - $4.26M
|
287K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-133K- 20.55% |
$5.94M - $6.94M
|
516K
$37.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-178K- 51.99% |
$7.93M - $9.26M
|
164K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-217K- 3.97% |
$9.66M - $11.3M
|
5.25M
$383M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-375K- 56.65% |
$16.7M - $19.5M
|
287K
$20.9M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-407K- 39.95% |
$18.1M - $21.2M
|
612K
$44.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-2.17M- 87.97% |
$96.7M - $113M
|
297K
$21.7M
|