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 20, 2022 Q2 2022
Lutz Financial Services LLC

BUY
 -
166K
New
$5.12M - $5.85M
166K $7.12M
Aug 08, 2022 Q2 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
164K
New
$5.06M - $5.78M
164K $7.04M
Aug 15, 2022 Q2 2022
Annandale Capital, LLC

Dallas, TX
BUY
 -
158K
New
$4.9M - $5.59M
158K $6.81M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
153K
New
$4.72M - $5.39M
153K $6.57M
Aug 02, 2022 Q2 2022
Sloy Dahl & Holst, LLC

BUY
 -
149K
New
$4.61M - $5.26M
149K $6.41M
Aug 08, 2022 Q2 2022
Intelligent Financial Strategies

Excelsior, MN
BUY
 -
144K
New
$4.45M - $5.08M
144K $6.18M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
136K
New
$4.19M - $4.79M
136K $5.83M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
134K
New
$4.14M - $4.72M
134K $5.75M
Jul 21, 2022 Q2 2022
Sandy Spring Bank

BUY
 -
133K
New
$4.12M - $4.71M
133K $5.73M
Jul 18, 2022 Q2 2022
Shearwater Capital LLC

BUY
 -
132K
New
$4.09M - $4.67M
132K $5.69M
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
128K
New
$3.96M - $4.52M
128K $5.5M
Jul 27, 2022 Q2 2022
Rs Crum Inc.

BUY
 -
125K
New
$3.88M - $4.43M
125K $5.4M
Aug 10, 2022 Q2 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
123K
New
$3.81M - $4.35M
123K $5.29M
Aug 08, 2022 Q2 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
121K
New
$3.74M - $4.27M
121K $5.2M
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
118K
New
$3.65M - $4.16M
118K $5.07M
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
114K
New
$3.53M - $4.03M
114K $4.91M
Jul 22, 2022 Q2 2022
Truist Financial Corp

BUY
 -
114K
New
$3.52M - $4.02M
114K $4.89M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
110K
New
$3.41M - $3.89M
110K $4.74M
Jul 25, 2022 Q2 2022
Crown Wealth Group, LLC

BUY
 -
109K
New
$3.38M - $3.86M
109K $4.7M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
109K
New
$3.36M - $3.83M
109K $4.67M
Aug 16, 2022 Q2 2022
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
109K
New
$3.36M - $3.83M
109K $4.67M
Jul 22, 2022 Q2 2022
Wood Trust Financial Corp

BUY
 -
105K
New
$3.24M - $3.7M
105K $4.5M
Jul 25, 2022 Q2 2022
Summit Financial Strategies, Inc.

BUY
 -
104K
New
$3.23M - $3.69M
104K $4.49M
Jul 13, 2022 Q2 2022
Jentner Corp

BUY
 -
99.8K
New
$3.09M - $3.52M
99.8K $4.29M
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
90.6K
New
$2.8M - $3.2M
90.6K $3.89M
Jul 14, 2022 Q2 2022
Vista Wealth Management Group, LLC

BUY
 -
89.3K
New
$2.76M - $3.15M
89.3K $3.84M
Jul 29, 2022 Q2 2022
Better Wealth, LLC

BUY
 -
85.7K
New
$2.65M - $3.03M
85.7K $3.69M
Aug 11, 2022 Q2 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
84.7K
New
$2.62M - $2.99M
84.7K $3.64M
Jul 20, 2022 Q2 2022
Applied Capital LLC

BUY
 -
80.8K
New
$2.5M - $2.85M
80.8K $3.47M
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

BUY
 -
80.4K
New
$2.49M - $2.84M
80.4K $3.46M
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
79.7K
New
$2.46M - $2.81M
79.7K $3.43M
Aug 15, 2022 Q2 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
79.6K
New
$2.46M - $2.81M
79.6K $3.42M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
77.8K
New
$2.41M - $2.75M
77.8K $3.35M
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
76.8K
New
$2.38M - $2.71M
76.8K $3.3M
Aug 15, 2022 Q2 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
75.4K
New
$2.33M - $2.66M
75.4K $3.24M
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
74.9K
New
$2.32M - $2.64M
74.9K $3.22M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
73.5K
New
$2.27M - $2.59M
73.5K $3.16M
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

BUY
 -
73K
New
$2.26M - $2.58M
73K $3.14M
Aug 11, 2022 Q2 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
71.4K
New
$2.21M - $2.52M
71.4K $3.07M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
70.8K
New
$2.19M - $2.5M
70.8K $3.04M
Aug 25, 2022 Q2 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
70.1K
New
$2.17M - $2.47M
70.1K $3.01M
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
68.2K
New
$2.11M - $2.41M
68.2K $2.93M
Aug 09, 2022 Q2 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
68K
New
$2.1M - $2.4M
68K $2.92M
Aug 04, 2022 Q2 2022
Angeles Wealth Management, LLC

BUY
 -
66.4K
New
$2.05M - $2.34M
66.4K $2.85M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
65.9K
New
$2.04M - $2.33M
65.9K $2.83M
Jul 18, 2022 Q2 2022
Investment Advisory Group, LLC

BUY
 -
64.7K
New
$2M - $2.28M
64.7K $2.78M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
63.3K
New
$1.96M - $2.23M
63.3K $2.72M
Aug 02, 2022 Q2 2022
3 D/L Capital Management, LLC

BUY
 -
61.9K
New
$1.91M - $2.18M
61.9K $2.66M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
60.9K
New
$1.88M - $2.15M
60.9K $2.62M

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