Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.35K- 5.68% |
$43.2K - $48.5K
|
22.5K
$959K
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.39K- 5.12% |
$44.4K - $49.9K
|
25.8K
$1.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.47K- 0.25% |
$47K - $52.7K
|
580K
$24.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.48K- 1.06% |
$47.3K - $53.1K
|
138K
$5.91M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.5K- 20.03% |
$47.9K - $53.7K
|
5.99K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.59K- 0.89% |
$50.8K - $57.1K
|
178K
$7.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.66K- 1.34% |
$53K - $59.5K
|
122K
$5.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.74K- 0.45% |
$55.5K - $62.4K
|
382K
$16.3M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.9K- 2.71% |
$60.6K - $68K
|
68.3K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.96K- 21.11% |
$62.6K - $70.3K
|
7.33K
$313K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.97K- 6.34% |
$62.8K - $70.5K
|
29.1K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.99K- 1.06% |
$63.5K - $71.3K
|
186K
$7.93M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.99K- 2.76% |
$63.5K - $71.4K
|
70.2K
$3M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2K- 5.34% |
$63.7K - $71.6K
|
35.4K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.01K- 1.43% |
$64K - $71.9K
|
138K
$5.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.03K- 2.79% |
$64.7K - $72.7K
|
70.7K
$3.02M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.05K- 3.92% |
$65.4K - $73.5K
|
50.2K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.06K- 18.17% |
$65.7K - $73.7K
|
9.27K
$396K
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.22K- 12.22% |
$70.8K - $79.6K
|
16K
$681K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.36K- 1.49% |
$75.3K - $84.6K
|
156K
$6.65M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52K- 14.39% |
$80.4K - $90.3K
|
15K
$640K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.53K- 7.03% |
$80.8K - $90.8K
|
33.5K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.71K- 10.98% |
$86.4K - $97K
|
21.9K
$937K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 1.47% |
$89.2K - $100K
|
188K
$8.01M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.94K- 10.7% |
$93.7K - $105K
|
24.5K
$1.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.03K- 0.98% |
$96.7K - $109K
|
305K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.15K- 2.8% |
$100K - $113K
|
109K
$4.67M
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.27K- 6.3% |
$104K - $117K
|
48.6K
$2.08M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-3.31K- 0.44% |
$106K - $119K
|
741K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.75K- 3.04% |
$119K - $134K
|
120K
$5.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 36.42% |
$120K - $134K
|
6.55K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.77K- 0.96% |
$120K - $135K
|
391K
$16.7M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.83K- 5.17% |
$122K - $137K
|
70.3K
$3M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.85K- 7.86% |
$123K - $138K
|
45.1K
$1.93M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4K- 0.48% |
$128K - $143K
|
822K
$35.1M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-4.99K- 1.97% |
$159K - $179K
|
248K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.1K- 2.85% |
$163K - $183K
|
174K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-5.25K- 1.89% |
$168K - $188K
|
273K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.37K- 4.06% |
$171K - $192K
|
127K
$5.42M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.54K- 14.81% |
$177K - $199K
|
31.9K
$1.36M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-5.91K- 11.65% |
$189K - $212K
|
44.8K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-5.93K- 5.91% |
$189K - $213K
|
94.4K
$4.03M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-6.14K- 4.55% |
$196K - $220K
|
129K
$5.5M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-6.32K- 3.92% |
$202K - $227K
|
155K
$6.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-6.34K- 2.55% |
$202K - $227K
|
242K
$10.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
SELL
|
- |
-6.41K- 9.79% |
$204K - $230K
|
59K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.68K- 0.06% |
$213K - $239K
|
11.5M
$490M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.02K- 8.82% |
$224K - $252K
|
72.6K
$3.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-7.2K- 1.56% |
$230K - $258K
|
453K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.24K- 5.62% |
$231K - $259K
|
122K
$5.19M
|