Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
46.8K+ 2.48% |
$1.42M - $1.66M
|
1.94M
$79.2M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
44.6KNew |
$1.35M - $1.58M
|
44.6K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43.9K+ 590.61% |
$1.33M - $1.55M
|
51.3K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
43.7K+ 45.63% |
$1.32M - $1.54M
|
139K
$5.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
42.2K+ 10.59% |
$1.27M - $1.49M
|
440K
$18M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
37.4KNew |
$1.13M - $1.32M
|
37.4K
$1.53M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
36K+ 813.98% |
$1.09M - $1.27M
|
40.5K
$1.65M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35KNew |
$1.06M - $1.24M
|
35K
$1.43M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
33.7K+ 3.37% |
$1.02M - $1.19M
|
1.03M
$42.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
33.5KNew |
$1.01M - $1.18M
|
33.5K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
33.3K+ 47.75% |
$1.01M - $1.18M
|
103K
$4.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.14M
|
32.3K
$1.32M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.7K+ 186.6% |
$958K - $1.12M
|
48.7K
$1.99M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
30K+ 26.51% |
$906K - $1.06M
|
143K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.5KNew |
$832K - $973K
|
27.5K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.6K+ 3.86% |
$805K - $942K
|
717K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26K+ 32.17% |
$787K - $921K
|
107K
$4.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
24.7KNew |
$748K - $875K
|
24.7K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.7K+ 1.19% |
$745K - $872K
|
2.09M
$85.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.4K+ 3.46% |
$737K - $862K
|
729K
$29.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
23.6K+ 3.07% |
$715K - $836K
|
793K
$32.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23.1K+ 2.56% |
$698K - $817K
|
925K
$37.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
19.7K+ 16.02% |
$596K - $697K
|
143K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
18.6K+ 39.82% |
$561K - $656K
|
65.2K
$2.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.9KNew |
$542K - $634K
|
17.9K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$538K - $629K
|
17.8K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
17.5KNew |
$529K - $619K
|
17.5K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17K+ 9.79% |
$514K - $601K
|
190K
$7.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
16.8K+ 71.23% |
$507K - $593K
|
40.3K
$1.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.6KNew |
$502K - $587K
|
16.6K
$678K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16K+ 1.14% |
$485K - $567K
|
1.42M
$58.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16K+ 1.14% |
$485K - $567K
|
1.42M
$58.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.9KNew |
$480K - $562K
|
15.9K
$649K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15.7KNew |
$476K - $557K
|
15.7K
$643K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 13.81% |
$470K - $550K
|
128K
$5.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 31.43% |
$469K - $549K
|
64.9K
$2.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
15.4K+ 1.77% |
$467K - $546K
|
889K
$36.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15.4K+ 33.09% |
$466K - $545K
|
61.9K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15K+ 6.11% |
$453K - $530K
|
260K
$10.6M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$423K - $495K
|
14K
$571K
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.9K+ 3.69% |
$421K - $492K
|
391K
$16M
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
13.4K+ 1.8% |
$406K - $475K
|
760K
$31M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13.1K+ 58.84% |
$397K - $465K
|
35.5K
$1.45M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$387K - $452K
|
12.8K
$522K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
12.1K+ 2.43% |
$367K - $430K
|
513K
$21M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$343K - $401K
|
11.3K
$463K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 10.99% |
$337K - $394K
|
112K
$4.59M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
11K+ 6.52% |
$332K - $388K
|
179K
$7.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
10.9K+ 1.98% |
$329K - $384K
|
561K
$22.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
10.2KNew |
$309K - $361K
|
10.2K
$417K
|