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
Aug 15, 2022 Q2 2022
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
60K
New
$1.86M - $2.12M
60K $2.45M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
56K
New
$1.73M - $1.98M
56K $2.29M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

BUY
 -
55K
New
$1.7M - $1.94M
55K $2.25M
Jul 26, 2022 Q2 2022
Helen Stephens Group, LLC

BUY
 -
51.8K
New
$1.6M - $1.83M
51.8K $2.12M
Aug 02, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
51.6K
New
$1.6M - $1.82M
51.6K $2.11M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
49.6K
New
$1.53M - $1.75M
49.6K $2.03M
Aug 12, 2022 Q2 2022
Warwick Investment Management, Inc.

BUY
 -
48.7K
New
$1.5M - $1.72M
48.7K $1.99M
Jul 22, 2022 Q2 2022
Annapolis Financial Services, LLC

BUY
 -
48.3K
New
$1.49M - $1.71M
48.3K $1.98M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
48K
New
$1.48M - $1.7M
48K $1.96M
Aug 15, 2022 Q2 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
46.7K
New
$1.44M - $1.65M
46.7K $1.91M
Aug 01, 2022 Q2 2022
Tag Stone Capital, Inc.

BUY
 -
46.5K
New
$1.44M - $1.64M
46.5K $1.9M
Jul 19, 2022 Q2 2022
Stone Point Wealth LLC

BUY
 -
45.7K
New
$1.41M - $1.61M
45.7K $1.87M
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
45.5K
New
$1.41M - $1.61M
45.5K $1.86M
Aug 02, 2022 Q2 2022
Running Point Capital Advisors, LLC

BUY
 -
45.3K
New
$1.4M - $1.6M
45.3K $1.85M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
45.2K
New
$1.4M - $1.6M
45.2K $1.85M
Jul 27, 2022 Q2 2022
Asset Planning Corporation

BUY
 -
43.8K
New
$1.36M - $1.55M
43.8K $1.79M
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

BUY
 -
43.7K
New
$1.35M - $1.54M
43.7K $1.79M
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
42.7K
New
$1.32M - $1.51M
42.7K $1.75M
Aug 04, 2022 Q2 2022
Brighton Jones LLC

BUY
 -
42.1K
New
$1.3M - $1.48M
42.1K $1.72M
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
41.7K
New
$1.29M - $1.47M
41.7K $1.7M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
BUY
 -
40.4K
New
$1.25M - $1.43M
40.4K $1.65M
Jul 14, 2022 Q2 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
39.6K
New
$1.22M - $1.4M
39.6K $1.62M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
38.2K
New
$1.18M - $1.35M
38.2K $1.56M
Aug 12, 2022 Q2 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
37.9K
New
$1.17M - $1.34M
37.9K $1.55M
Jul 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

BUY
 -
37.7K
New
$1.17M - $1.33M
37.7K $1.54M
Aug 09, 2022 Q2 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
37.6K
New
$1.16M - $1.33M
37.6K $1.54M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
37.5K
New
$1.16M - $1.32M
37.5K $1.53M
Aug 12, 2022 Q2 2022
First Western Trust Bank

Denver, CO
BUY
 -
36.3K
New
$1.12M - $1.28M
36.3K $1.48M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
36.2K
New
$1.12M - $1.28M
36.2K $1.48M
Jul 14, 2022 Q2 2022
Marcum Wealth, LLC

BUY
 -
34.7K
New
$1.07M - $1.22M
34.7K $1.42M
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
34.6K
New
$1.07M - $1.22M
34.6K $1.41M
Jul 11, 2022 Q2 2022
Greenspring Advisors, LLC

BUY
 -
33.7K
New
$1.04M - $1.19M
33.7K $1.38M
Aug 11, 2022 Q2 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
33.5K
New
$1.04M - $1.18M
33.5K $1.37M
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

BUY
 -
32.8K
New
$1.01M - $1.16M
32.8K $1.34M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
32.6K
New
$1.01M - $1.15M
32.6K $1.33M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
32.3K
+ 2.34%
$998K - $1.14M
1.41M $57.7M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
31.5K
New
$975K - $1.11M
31.5K $1.29M
Jul 27, 2022 Q2 2022
Mission Wealth Management, LP

BUY
 -
30.5K
New
$943K - $1.08M
30.5K $1.25M
Aug 15, 2022 Q2 2022
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
29.8K
New
$922K - $1.05M
29.8K $1.22M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
29.7K
New
$919K - $1.05M
29.7K $1.22M
Aug 11, 2022 Q2 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
29.2K
New
$903K - $1.03M
29.2K $1.19M
Jul 26, 2022 Q2 2022
Caprock Group, Inc.

BUY
 -
28.6K
New
$883K - $1.01M
28.6K $1.17M
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
28.2K
New
$872K - $995K
28.2K $1.15M
Aug 08, 2022 Q2 2022
Townsquare Capital LLC

BUY
 -
28.1K
New
$868K - $992K
28.1K $1.15M
Aug 08, 2022 Q2 2022
Marietta Wealth Management, LLC

BUY
 -
27.2K
New
$841K - $960K
27.2K $1.11M
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
26.2K
New
$810K - $925K
26.2K $1.07M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
26.2K
New
$810K - $925K
26.2K $1.07M
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

BUY
 -
25.9K
New
$802K - $916K
25.9K $1.06M
Aug 05, 2022 Q2 2022
Pictet North America Advisors Sa

BUY
 -
25.8K
New
$799K - $912K
25.8K $1.06M

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