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 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25.8KNew |
$797K - $910K
|
25.8K
$1.05M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
25.8KNew |
$797K - $910K
|
25.8K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.7KNew |
$796K - $909K
|
25.7K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.6KNew |
$791K - $903K
|
25.6K
$1.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
25.3KNew |
$783K - $894K
|
25.3K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
24.6KNew |
$760K - $868K
|
24.6K
$1.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24.5KNew |
$757K - $865K
|
24.5K
$1M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
24.1KNew |
$746K - $852K
|
24.1K
$986K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
23.7KNew |
$733K - $837K
|
23.7K
$970K
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
23.2KNew |
$716K - $818K
|
23.2K
$947K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
23.1KNew |
$714K - $815K
|
23.1K
$944K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
22.7KNew |
$703K - $803K
|
22.7K
$930K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.2KNew |
$687K - $784K
|
22.2K
$908K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.2KNew |
$686K - $784K
|
22.2K
$908K
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
21.9K+ 60.17% |
$677K - $774K
|
58.3K
$2.39M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
21.6KNew |
$668K - $762K
|
21.6K
$883K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
21.2KNew |
$656K - $749K
|
21.2K
$868K
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
21.1KNew |
$653K - $745K
|
21.1K
$863K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
21KNew |
$649K - $741K
|
21K
$858K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
20.8KNew |
$643K - $735K
|
20.8K
$851K
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
20.7K+ 12.0% |
$640K - $731K
|
193K
$7.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
20.5KNew |
$634K - $724K
|
20.5K
$839K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.2KNew |
$624K - $712K
|
20.2K
$825K
|
|
|
Aug 30, 2022
Q2 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
20.1KNew |
$623K - $711K
|
20.1K
$824K
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.1KNew |
$622K - $710K
|
20.1K
$823K
|
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
20.1KNew |
$622K - $710K
|
20.1K
$823K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.8KNew |
$613K - $700K
|
19.8K
$811K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
19.8KNew |
$611K - $698K
|
19.8K
$809K
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7KNew |
$610K - $696K
|
19.7K
$807K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
19.7KNew |
$609K - $695K
|
19.7K
$805K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
19.4KNew |
$599K - $685K
|
19.4K
$793K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.2KNew |
$595K - $679K
|
19.2K
$787K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
19.1KNew |
$590K - $674K
|
19.1K
$781K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
19KNew |
$588K - $671K
|
19K
$777K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
18.7KNew |
$579K - $661K
|
18.7K
$766K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18.4KNew |
$569K - $649K
|
18.4K
$752K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17.9KNew |
$553K - $631K
|
17.9K
$731K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
17.8KNew |
$550K - $629K
|
17.8K
$728K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17.8KNew |
$549K - $627K
|
17.8K
$726K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
17.4KNew |
$538K - $614K
|
17.4K
$711K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17.4KNew |
$536K - $613K
|
17.4K
$710K
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
17.3KNew |
$535K - $611K
|
17.3K
$708K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
17KNew |
$526K - $601K
|
17K
$696K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$523K - $598K
|
16.9K
$692K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
16.9KNew |
$523K - $597K
|
16.9K
$691K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
16.7KNew |
$515K - $588K
|
16.7K
$681K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$513K - $586K
|
16.6K
$679K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2KNew |
$500K - $571K
|
16.2K
$662K
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
16KNew |
$496K - $566K
|
16K
$656K
|