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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.66KNew |
$82.3K - $94K
|
2.66K
$109K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.57KNew |
$79.3K - $90.6K
|
2.57K
$105K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.49KNew |
$76.9K - $87.8K
|
2.49K
$102K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$76.9K - $87.8K
|
2.49K
$102K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.24KNew |
$69.2K - $79.1K
|
2.24K
$91.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.22KNew |
$68.5K - $78.2K
|
2.22K
$90.6K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.06KNew |
$63.6K - $72.6K
|
2.06K
$84.1K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.05K+ 10.9% |
$63.2K - $72.2K
|
20.8K
$851K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$57.7K - $65.9K
|
1.87K
$76.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.73KNew |
$53.4K - $61K
|
1.73K
$70.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.71KNew |
$52.8K - $60.3K
|
1.71K
$69.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
1.66KNew |
$51.3K - $58.5K
|
1.66K
$67.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.61KNew |
$49.7K - $56.8K
|
1.61K
$65.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.56KNew |
$48.2K - $55K
|
1.56K
$63.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.53KNew |
$47.2K - $53.9K
|
1.53K
$62.5K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.47KNew |
$45.6K - $52K
|
1.47K
$60.3K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.46KNew |
$45.1K - $51.5K
|
1.46K
$59.7K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.36KNew |
$42.1K - $48.1K
|
1.36K
$55.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.29KNew |
$39.7K - $45.4K
|
1.29K
$52.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1.23KNew |
$37.9K - $43.3K
|
1.23K
$50.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.2KNew |
$36.9K - $42.2K
|
1.2K
$48.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19KNew |
$36.7K - $41.9K
|
1.19K
$48.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14KNew |
$35.4K - $40.4K
|
1.14K
$46.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.12KNew |
$34.5K - $39.4K
|
1.12K
$45.6K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
954New |
$29.5K - $33.7K
|
954
$39K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
779New |
$24.1K - $27.5K
|
779
$31.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
722New |
$22.3K - $25.5K
|
722
$29.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
664New |
$20.5K - $23.4K
|
664
$27.2K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
655New |
$20.3K - $23.1K
|
655
$26.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
629New |
$19.4K - $22.2K
|
629
$25.7K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
609+ 6.23% |
$18.8K - $21.5K
|
10.4K
$425K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
604New |
$18.7K - $21.3K
|
604
$24.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
456New |
$14.1K - $16.1K
|
456
$18.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
391New |
$12.1K - $13.8K
|
391
$16K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
375New |
$11.6K - $13.2K
|
375
$15.3K
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
204New |
$6.31K - $7.2K
|
204
$8.34K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192New |
$5.94K - $6.78K
|
192
$7.85K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
95New |
$2.94K - $3.35K
|
95
$3.89K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
77New |
$2.38K - $2.72K
|
77
$3.15K
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
48New |
$1.48K - $1.69K
|
48
$1.96K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- -0.0% |
$30.9 - $35.3
|
26.6K
$1.09M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 0.24% |
$155 - $177
|
2.07K
$84.6K
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.48K- 8.68% |
$45.8K - $52.3K
|
15.6K
$638K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.77KClosed |
$302K - $345K
|
0
$0
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-90.6K- 8.47% |
$2.8M - $3.2M
|
979K
$40.1M
|
|
|
Dec 06, 2024
Q2 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-169K- 18.68% |
$5.21M - $5.96M
|
734K
$30M
|