Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
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 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.68K- 0.75% |
$49.6K - $58.3K
|
222K
$9.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.72K- 4.96% |
$50.8K - $59.6K
|
32.8K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 14.64% |
$51.5K - $60.5K
|
10.1K
$415K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.9K- 2.13% |
$56.3K - $66.1K
|
87.4K
$3.58M
|
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.03K- 3.28% |
$60.1K - $70.6K
|
59.8K
$2.45M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-2.03K- 0.45% |
$60.1K - $70.7K
|
454K
$18.6M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.83% |
$60.5K - $71.1K
|
18.8K
$767K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.83% |
$60.5K - $71.1K
|
18.8K
$767K
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.09K- 0.24% |
$61.8K - $72.7K
|
873K
$35.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.2K- 0.52% |
$65.1K - $76.4K
|
417K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.3K- 5.08% |
$68K - $79.9K
|
42.9K
$1.76M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.58K- 10.21% |
$76.5K - $89.9K
|
22.7K
$930K
|
|
|
Aug 28, 2024
Q3 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.88K- 4.93% |
$85.1K - $100K
|
55.4K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.9K- 1.17% |
$85.7K - $101K
|
245K
$10M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.9K- 13.81% |
$85.8K - $101K
|
18.1K
$740K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.22K- 1.11% |
$95.3K - $112K
|
288K
$11.8M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.22K- 16.0% |
$95.3K - $112K
|
16.9K
$691K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.28K- 16.54% |
$97.1K - $114K
|
16.6K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 1.84% |
$97.7K - $115K
|
177K
$7.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.47K- 2.09% |
$103K - $121K
|
162K
$6.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-3.47K- 0.74% |
$103K - $121K
|
467K
$19.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
SELL
|
- |
-3.58K- 4.18% |
$106K - $125K
|
82.1K
$3.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.64K- 1.95% |
$108K - $127K
|
184K
$7.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.81K- 0.27% |
$113K - $133K
|
1.41M
$57.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.81K- 0.27% |
$113K - $133K
|
1.41M
$57.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.97K- 21.19% |
$118K - $138K
|
14.8K
$604K
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-4.37K- 1.46% |
$129K - $152K
|
294K
$12M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.7K- 0.42% |
$139K - $164K
|
1.12M
$45.6M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.86K- 13.4% |
$144K - $169K
|
31.4K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-5.02K- 0.6% |
$149K - $175K
|
838K
$34.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.13K- 4.91% |
$152K - $179K
|
99.3K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.19K- 6.89% |
$154K - $181K
|
70.2K
$2.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.32K- 1.39% |
$158K - $185K
|
377K
$15.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 33.4% |
$192K - $225K
|
12.9K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.73K- 5.22% |
$199K - $234K
|
122K
$4.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-6.94K- 0.93% |
$205K - $241K
|
739K
$30.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-7.96K- 5.53% |
$235K - $277K
|
136K
$5.56M
|
|
|
Oct 05, 2022
Q3 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.48K- 2.83% |
$251K - $295K
|
292K
$11.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10.5K- 0.72% |
$310K - $364K
|
1.45M
$59.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-11.3K- 1.67% |
$335K - $394K
|
668K
$27.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-11.6K- 3.6% |
$343K - $403K
|
310K
$12.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-12K- 0.68% |
$355K - $417K
|
1.74M
$71.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-12.8K- 11.74% |
$380K - $447K
|
96.5K
$3.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13.6K- 5.12% |
$403K - $474K
|
252K
$10.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.9K- 21.07% |
$411K - $483K
|
52K
$2.13M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-14.3K- 0.89% |
$422K - $496K
|
1.59M
$64.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 0.62% |
$459K - $540K
|
2.5M
$102M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.6K- 4.42% |
$461K - $542K
|
337K
$13.8M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-15.8K- 8.16% |
$467K - $549K
|
178K
$7.26M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-16.8K- 1.54% |
$497K - $584K
|
1.07M
$43.9M
|