Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.2MNew |
$438M - $500M
|
14.2M
$579M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
8.25MNew |
$255M - $291M
|
8.25M
$338M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.66MNew |
$237M - $270M
|
7.66M
$313M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.37MNew |
$228M - $260M
|
7.37M
$301M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
7.02MNew |
$217M - $248M
|
7.02M
$287M
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.99MNew |
$216M - $247M
|
6.99M
$286M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.91MNew |
$183M - $209M
|
5.91M
$242M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.72MNew |
$177M - $202M
|
5.72M
$234M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.01MNew |
$93.1M - $106M
|
3.01M
$123M
|
|
Jul 28, 2022
Q2 2022
|
Equius Partners, Inc.
|
BUY
|
- |
2.99MNew |
$92.5M - $106M
|
2.99M
$122M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.52MNew |
$77.9M - $88.9M
|
2.52M
$103M
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.17MNew |
$67.2M - $76.7M
|
2.17M
$88.8M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.07MNew |
$63.9M - $72.9M
|
2.07M
$84.5M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.88MNew |
$58.2M - $66.4M
|
1.88M
$76.9M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.75MNew |
$54.2M - $61.9M
|
1.75M
$71.7M
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
1.72MNew |
$53.1M - $60.6M
|
1.72M
$70.2M
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.6MNew |
$49.6M - $56.7M
|
1.6M
$65.6M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
1.6MNew |
$49.5M - $56.5M
|
1.6M
$65.5M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.52MNew |
$47.1M - $53.8M
|
1.52M
$62.3M
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.51MNew |
$46.7M - $53.3M
|
1.51M
$61.7M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.46MNew |
$45.2M - $51.6M
|
1.46M
$59.7M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.41MNew |
$43.6M - $49.8M
|
1.41M
$57.7M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.35MNew |
$41.9M - $47.8M
|
1.35M
$55.4M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.25MNew |
$38.6M - $44.1M
|
1.25M
$51.1M
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.22MNew |
$37.8M - $43.1M
|
1.22M
$50M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18MNew |
$36.3M - $41.5M
|
1.18M
$48.1M
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.14MNew |
$35.3M - $40.3M
|
1.14M
$46.7M
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.12MNew |
$34.6M - $39.6M
|
1.12M
$45.8M
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
1.09MNew |
$33.7M - $38.5M
|
1.09M
$44.6M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.04MNew |
$32M - $36.6M
|
1.04M
$42.3M
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
959KNew |
$29.7M - $33.9M
|
959K
$39.2M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
900KNew |
$27.8M - $31.8M
|
900K
$36.8M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
875KNew |
$27.1M - $30.9M
|
875K
$35.8M
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
843KNew |
$26.1M - $29.8M
|
843K
$34.5M
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
831KNew |
$25.7M - $29.3M
|
831K
$34M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
819KNew |
$25.3M - $28.9M
|
819K
$33.5M
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
811KNew |
$25.1M - $28.6M
|
811K
$33.2M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
783KNew |
$24.2M - $27.6M
|
783K
$32M
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
763KNew |
$23.6M - $26.9M
|
763K
$31.2M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
754KNew |
$23.3M - $26.6M
|
754K
$30.8M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
746KNew |
$23.1M - $26.4M
|
746K
$30.5M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
746KNew |
$23.1M - $26.3M
|
746K
$30.5M
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
732KNew |
$22.6M - $25.9M
|
732K
$30M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
702KNew |
$21.7M - $24.8M
|
702K
$28.7M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
680KNew |
$21M - $24M
|
680K
$27.8M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
655KNew |
$20.3M - $23.1M
|
655K
$26.8M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
647KNew |
$20M - $22.8M
|
647K
$26.5M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
639KNew |
$19.8M - $22.6M
|
639K
$26.2M
|
|
Jul 08, 2022
Q2 2022
|
Baker Boyer National Bank
|
BUY
|
- |
615KNew |
$19M - $21.7M
|
615K
$25.2M
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
578KNew |
$17.9M - $20.4M
|
578K
$23.6M
|