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 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9.65K+ 2.81% |
$292K - $341K
|
353K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.3KNew |
$281K - $329K
|
9.3K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.83K+ 75.79% |
$267K - $312K
|
20.5K
$867K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.82KNew |
$267K - $312K
|
8.82K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.63KNew |
$261K - $305K
|
8.63K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.52K+ 23.98% |
$257K - $301K
|
44K
$1.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
8.48KNew |
$256K - $300K
|
8.48K
$359K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.43K+ 38.09% |
$255K - $298K
|
30.6K
$1.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
8.09K+ 0.11% |
$244K - $286K
|
7.24M
$306M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.96KNew |
$241K - $281K
|
7.96K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.83K+ 101.76% |
$237K - $277K
|
15.5K
$656K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
7.72K+ 39.53% |
$233K - $273K
|
27.3K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.49KNew |
$226K - $265K
|
7.49K
$317K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6.89K+ 4.63% |
$208K - $244K
|
156K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.84K+ 12.18% |
$207K - $242K
|
63K
$2.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.77K+ 3.93% |
$205K - $239K
|
179K
$7.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
6.5KNew |
$197K - $230K
|
6.5K
$275K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.44KNew |
$195K - $228K
|
6.44K
$272K
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.31K+ 37.62% |
$191K - $223K
|
23.1K
$977K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.3KNew |
$191K - $223K
|
6.3K
$267K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29KNew |
$190K - $222K
|
6.29K
$266K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$190K - $222K
|
6.28K
$266K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.14KNew |
$186K - $217K
|
6.14K
$260K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6.11KNew |
$185K - $216K
|
6.11K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.11KNew |
$185K - $216K
|
6.11K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.09KNew |
$184K - $215K
|
6.09K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.04KNew |
$182K - $213K
|
6.04K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6KNew |
$181K - $212K
|
6K
$254K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6KNew |
$181K - $212K
|
6K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.96K+ 2.29% |
$180K - $211K
|
266K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.68K+ 71.14% |
$172K - $201K
|
13.7K
$578K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.65K+ 3.1% |
$171K - $200K
|
188K
$7.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.56K+ 5.14% |
$168K - $197K
|
114K
$4.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.53K+ 64.7% |
$167K - $196K
|
14.1K
$596K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.43K+ 0.31% |
$164K - $192K
|
1.75M
$73.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.32K+ 1.62% |
$161K - $188K
|
335K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
5.26K+ 3.05% |
$159K - $186K
|
178K
$7.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
5.17KNew |
$156K - $183K
|
5.17K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
5.05K+ 17.98% |
$153K - $178K
|
33.1K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.88KNew |
$147K - $172K
|
4.88K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.84K+ 7.61% |
$146K - $171K
|
68.4K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.79KNew |
$145K - $169K
|
4.79K
$203K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.7KNew |
$142K - $166K
|
4.7K
$199K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$132K - $154K
|
101K
$4.27M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.35K+ 2.52% |
$132K - $154K
|
177K
$7.49M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.22K+ 197.57% |
$128K - $149K
|
6.36K
$269K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.93K+ 39.28% |
$119K - $139K
|
13.9K
$590K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.7K+ 15.29% |
$112K - $131K
|
27.9K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.57K+ 10.72% |
$108K - $126K
|
36.8K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
3.35K+ 5.3% |
$101K - $118K
|
66.6K
$2.82M
|