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
|
Vista Capital Partners, Inc.
|
BUY
|
- |
16KNew |
$496K - $566K
|
16K
$689K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.8K+ 229.36% |
$487K - $557K
|
22.6K
$973K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
15.3KNew |
$472K - $538K
|
15.3K
$656K
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
15.1KNew |
$466K - $532K
|
15.1K
$648K
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
14.8KNew |
$456K - $521K
|
14.8K
$634K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$443K - $506K
|
14.3K
$616K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14.3KNew |
$442K - $504K
|
14.3K
$614K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
14KNew |
$434K - $496K
|
14K
$604K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14KNew |
$434K - $495K
|
14K
$603K
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14KNew |
$432K - $494K
|
14K
$601K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
13.9KNew |
$429K - $490K
|
13.9K
$596K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13.2KNew |
$409K - $467K
|
13.2K
$568K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$408K - $466K
|
13.2K
$568K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.1KNew |
$405K - $462K
|
13.1K
$563K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13KNew |
$403K - $460K
|
13K
$560K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
BUY
|
- |
12.9KNew |
$398K - $455K
|
12.9K
$554K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
12.8KNew |
$395K - $451K
|
12.8K
$550K
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
12.6KNew |
$389K - $445K
|
12.6K
$542K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
12.4KNew |
$382K - $436K
|
12.4K
$531K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.3KNew |
$381K - $435K
|
12.3K
$530K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$373K - $426K
|
12.1K
$519K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$368K - $420K
|
11.9K
$511K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.7KNew |
$360K - $411K
|
11.7K
$501K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6KNew |
$359K - $410K
|
11.6K
$500K
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
11.4KNew |
$353K - $403K
|
11.4K
$491K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
11.1KNew |
$344K - $392K
|
11.1K
$478K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11KNew |
$340K - $389K
|
11K
$473K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11KNew |
$340K - $388K
|
11K
$473K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.9KNew |
$338K - $386K
|
10.9K
$470K
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10.8KNew |
$335K - $383K
|
10.8K
$466K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.7KNew |
$330K - $376K
|
10.7K
$458K
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.6KNew |
$328K - $374K
|
10.6K
$456K
|
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
10.6KNew |
$327K - $374K
|
10.6K
$455K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5KNew |
$324K - $370K
|
10.5K
$450K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.3KNew |
$320K - $365K
|
10.3K
$445K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10KNew |
$311K - $355K
|
10K
$432K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
9.98KNew |
$309K - $352K
|
9.98K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.94KNew |
$307K - $351K
|
9.94K
$428K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
9.92KNew |
$307K - $350K
|
9.92K
$426K
|
|
|
Jul 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$421K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$420K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.77KNew |
$302K - $345K
|
9.77K
$420K
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
9.72KNew |
$301K - $343K
|
9.72K
$418K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
9.69KNew |
$300K - $342K
|
9.69K
$417K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
9.68KNew |
$299K - $342K
|
9.68K
$416K
|
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
BUY
|
- |
9.58KNew |
$296K - $338K
|
9.58K
$412K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9.48KNew |
$293K - $335K
|
9.48K
$408K
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
9.19KNew |
$284K - $325K
|
9.19K
$395K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.14KNew |
$282K - $323K
|
9.14K
$393K
|