Purchases and Sales Made in Q3 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 Q3 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
Oct 13, 2022 Q3 2022
Resource Consulting Group Inc

BUY
 -
4.42M
New
$131M - $154M
4.42M $181M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.18M
New
$64.5M - $75.7M
2.18M $89.1M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
1.96M
New
$58.1M - $68.2M
1.96M $80.2M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
1.7M
New
$50.3M - $59.1M
1.7M $69.5M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.56M
+ 102.11%
$46.1M - $54.1M
3.08M $126M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
715K
+ 898.45%
$21.2M - $24.9M
795K $32.5M
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
525K
+ 6.36%
$15.5M - $18.3M
8.78M $359M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
448K
+ 7.82%
$13.2M - $15.6M
6.17M $252M
Nov 01, 2022 Q3 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
343K
New
$10.2M - $11.9M
343K $14M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
302K
+ 91.07%
$8.93M - $10.5M
633K $25.9M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
287K
+ 3.89%
$8.5M - $9.98M
7.66M $313M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
241K
+ 3.44%
$7.12M - $8.37M
7.23M $296M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
220K
New
$6.51M - $7.65M
220K $9M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
180K
+ 226.12%
$5.33M - $6.27M
260K $10.6M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
170K
New
$5.04M - $5.93M
170K $6.97M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
169K
+ 16.37%
$5.02M - $5.89M
1.2M $49.3M
Oct 31, 2022 Q3 2022
Hemington Wealth Management

BUY
 -
168K
New
$4.98M - $5.85M
168K $6.88M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
152K
New
$4.51M - $5.3M
152K $6.23M
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

BUY
 -
149K
New
$4.4M - $5.17M
149K $6.08M
Oct 14, 2022 Q3 2022
First National Bank Sioux Falls

BUY
 -
132K
New
$3.91M - $4.59M
132K $5.4M
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
132K
New
$3.9M - $4.59M
132K $5.4M
Nov 14, 2022 Q3 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
114K
New
$3.38M - $3.97M
114K $4.67M
Oct 11, 2022 Q3 2022
Juncture Wealth Strategies, LLC

BUY
 -
114K
+ 36.85%
$3.36M - $3.95M
422K $17.3M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
94.8K
+ 718.66%
$2.81M - $3.3M
108K $4.42M
Nov 08, 2022 Q3 2022
Brr Op Co, LLC

BUY
 -
94.1K
New
$2.79M - $3.27M
94.1K $3.85M
Nov 01, 2022 Q3 2022
Jackson Thornton Asset Management, LLC

BUY
 -
88.9K
+ 5.89%
$2.63M - $3.09M
1.6M $65.4M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
79.5K
+ 19.59%
$2.35M - $2.77M
485K $19.9M
Oct 28, 2022 Q3 2022
Addison Advisors LLC

BUY
 -
75.9K
+ 383.96%
$2.25M - $2.64M
95.7K $3.91M
Nov 16, 2022 Q3 2022
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
75.1K
+ 69.2%
$2.22M - $2.61M
184K $7.52M
Nov 14, 2022 Q3 2022
Radnor Financial Advisors, LLC

Wayne, PA
BUY
 -
73K
+ 4.25%
$2.16M - $2.54M
1.79M $73.2M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
70.8K
+ 29.31%
$2.1M - $2.46M
313K $12.8M
Nov 14, 2022 Q3 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
69.7K
New
$2.06M - $2.42M
69.7K $2.85M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
64.2K
New
$1.9M - $2.23M
64.2K $2.62M
Nov 03, 2022 Q3 2022
Regions Financial Corp

BUY
 -
63.2K
New
$1.87M - $2.2M
63.2K $2.59M
Oct 26, 2022 Q3 2022
Websterrogers Financial Advisors, LLC

BUY
 -
61.8K
New
$1.83M - $2.15M
61.8K $2.53M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
54.9K
+ 17.88%
$1.63M - $1.91M
362K $14.8M
Oct 14, 2022 Q3 2022
Washington Trust CO

BUY
 -
54.5K
New
$1.61M - $1.9M
54.5K $2.23M
Nov 14, 2022 Q3 2022
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
52.2K
+ 22.28%
$1.55M - $1.82M
287K $11.7M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
50.8K
+ 7.94%
$1.5M - $1.77M
690K $28.2M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
50.5K
+ 6997.92%
$1.5M - $1.76M
51.2K $2.1M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
43.4K
+ 12.54%
$1.29M - $1.51M
390K $15.9M
Nov 09, 2022 Q3 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
43.1K
New
$1.27M - $1.5M
43.1K $1.76M
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
43K
+ 50.8%
$1.27M - $1.5M
128K $5.22M
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
41.9K
+ 11.75%
$1.24M - $1.46M
398K $16.3M
Nov 10, 2022 Q3 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
40.7K
New
$1.2M - $1.42M
40.7K $1.66M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
38.9K
New
$1.15M - $1.35M
38.9K $1.59M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
38.5K
+ 4.02%
$1.14M - $1.34M
998K $40.8M
Oct 16, 2023 Q3 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
36.4K
+ 3.72%
$1.08M - $1.27M
1.02M $41.5M
Nov 03, 2022 Q3 2022
Equius Partners, Inc.

BUY
 -
36.4K
+ 1.22%
$1.08M - $1.26M
3.03M $124M

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