Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

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
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
549K
New
$17M - $19.4M
549K $23.6M
Aug 08, 2022 Q2 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
545K
New
$16.9M - $19.3M
545K $23.4M
Jul 26, 2022 Q2 2022
Capital Performance Advisors LLP

BUY
 -
499K
New
$15.4M - $17.6M
499K $21.5M
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
497K
New
$15.4M - $17.6M
497K $21.4M
Jul 11, 2022 Q2 2022
Planning Center, Inc.

BUY
 -
491K
New
$15.2M - $17.3M
491K $21.1M
Aug 04, 2022 Q2 2022
Larson Financial Group LLC

BUY
 -
471K
New
$14.6M - $16.6M
471K $20.2M
Aug 11, 2023 Q2 2022
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
463K
New
$14.3M - $16.4M
463K $19.9M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
460K
New
$14.2M - $16.2M
460K $19.8M
Jul 08, 2022 Q2 2022
Apella Capital, LLC

BUY
 -
456K
New
$14.1M - $16.1M
456K $19.6M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
429K
New
$13.3M - $15.1M
429K $18.4M
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
406K
New
$12.6M - $14.3M
406K $17.5M
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
382K
New
$11.8M - $13.5M
382K $16.4M
Jul 11, 2022 Q2 2022
Austin Asset Management CO Inc

BUY
 -
375K
New
$11.6M - $13.2M
375K $16.1M
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

BUY
 -
371K
New
$11.5M - $13.1M
371K $15.9M
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

BUY
 -
361K
New
$11.1M - $12.7M
361K $15.5M
Jul 15, 2022 Q2 2022
Investmark Advisory Group LLC

BUY
 -
356K
New
$11M - $12.6M
356K $15.3M
Jul 22, 2022 Q2 2022
Sequoia Financial Advisors, LLC

BUY
 -
353K
New
$10.9M - $12.5M
353K $15.2M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
352K
New
$10.9M - $12.4M
352K $15.2M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
346K
New
$10.7M - $12.2M
346K $14.9M
Aug 12, 2022 Q2 2022
Cpwm, LLC

Seattle, WA
BUY
 -
331K
New
$10.2M - $11.7M
331K $14.2M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
328K
New
$10.1M - $11.6M
328K $14.1M
Jul 21, 2022 Q2 2022
Rtd Financial Advisors, Inc.

BUY
 -
322K
New
$9.95M - $11.4M
322K $13.8M
Jul 14, 2022 Q2 2022
Juncture Wealth Strategies, LLC

BUY
 -
308K
New
$9.53M - $10.9M
308K $13.3M
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
307K
New
$9.5M - $10.9M
307K $13.2M
Jul 08, 2022 Q2 2022
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
300K
New
$9.28M - $10.6M
300K $12.9M
Jul 29, 2022 Q2 2022
Lauterbach Financial Advisors, LLC

BUY
 -
299K
New
$9.23M - $10.5M
299K $12.8M
Aug 11, 2022 Q2 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
291K
New
$8.99M - $10.3M
291K $12.5M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
280K
New
$8.67M - $9.9M
280K $12.1M
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

BUY
 -
279K
New
$8.63M - $9.85M
279K $12M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
269K
New
$8.31M - $9.49M
269K $11.6M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
266K
New
$8.22M - $9.39M
266K $11.4M
Jul 19, 2022 Q2 2022
Lake Point Wealth Management

BUY
 -
262K
New
$8.1M - $9.25M
262K $11.3M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

BUY
 -
250K
New
$7.72M - $8.82M
250K $10.7M
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
248K
New
$7.68M - $8.77M
248K $10.7M
Aug 04, 2022 Q2 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
246K
New
$7.61M - $8.69M
246K $10.6M
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
242K
New
$7.47M - $8.53M
242K $10.4M
Aug 12, 2022 Q2 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
235K
New
$7.25M - $8.28M
235K $10.1M
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
229K
New
$7.09M - $8.1M
229K $9.86M
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
223K
New
$6.91M - $7.89M
223K $9.61M
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

BUY
 -
222K
New
$6.87M - $7.85M
222K $9.56M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
202K
New
$6.25M - $7.14M
202K $8.69M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
199K
New
$6.14M - $7.02M
199K $8.54M
Aug 11, 2022 Q2 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
195K
New
$6.04M - $6.89M
195K $8.39M
Jul 29, 2022 Q2 2022
Colorado Capital Management, Inc.

BUY
 -
187K
New
$5.79M - $6.61M
187K $8.05M
Aug 05, 2022 Q2 2022
Wealthstream Advisors, Inc.

BUY
 -
182K
New
$5.63M - $6.43M
182K $7.83M
Aug 15, 2022 Q2 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
180K
New
$5.56M - $6.35M
180K $7.74M
Aug 15, 2022 Q2 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
180K
New
$5.55M - $6.34M
180K $7.72M
Aug 02, 2022 Q2 2022
Jfs Wealth Advisors, LLC

BUY
 -
174K
New
$5.38M - $6.14M
174K $7.48M
Sep 08, 2022 Q2 2022
Francis Financial, Inc.

New York, NY
BUY
 -
172K
New
$5.31M - $6.07M
172K $7.39M

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