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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
102+ 0.66% |
$3.08K - $3.61K
|
15.5K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
96+ 0.76% |
$2.9K - $3.39K
|
12.7K
$518K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
89+ 0.2% |
$2.69K - $3.15K
|
44K
$1.8M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
88+ 0.5% |
$2.66K - $3.11K
|
17.7K
$723K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
80+ 0.02% |
$2.42K - $2.83K
|
384K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
72+ 0.16% |
$2.18K - $2.55K
|
45.4K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
63+ 0.28% |
$1.9K - $2.23K
|
22.7K
$927K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
63+ 0.24% |
$1.9K - $2.23K
|
26.1K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63+ 0.2% |
$1.9K - $2.23K
|
31.1K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54+ 0.4% |
$1.63K - $1.91K
|
13.6K
$554K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
53+ 0.2% |
$1.6K - $1.87K
|
26.3K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 0.39% |
$1.51K - $1.77K
|
12.7K
$519K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
46+ 0.3% |
$1.39K - $1.63K
|
15.3K
$626K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
44+ 0.4% |
$1.33K - $1.56K
|
10.9K
$447K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
44+ 0.4% |
$1.33K - $1.56K
|
11K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
34+ 0.4% |
$1.03K - $1.2K
|
8.61K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$967 - $1.13K
|
11.1K
$451K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
31+ 0.41% |
$937 - $1.1K
|
7.62K
$311K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
31+ 0.15% |
$937 - $1.1K
|
21.3K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.41% |
$907 - $1.06K
|
7.29K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30+ 0.09% |
$907 - $1.06K
|
32.2K
$1.31M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$816 - $955
|
26.3K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
25+ 0.19% |
$756 - $884
|
13K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
25+ 0.11% |
$756 - $884
|
23.8K
$973K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$695 - $813
|
5.56K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.41% |
$695 - $813
|
5.57K
$228K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
22+ 0.16% |
$665 - $778
|
14.2K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17+ 0.41% |
$514 - $601
|
4.14K
$169K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
15+ 0.4% |
$453 - $530
|
3.73K
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
14+ 0.11% |
$423 - $495
|
12.2K
$498K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 0.13% |
$393 - $460
|
10.3K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.15% |
$393 - $460
|
8.53K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$333 - $389
|
3.62K
$148K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.08% |
$212 - $248
|
9.14K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.44% |
$181 - $212
|
1.38K
$56.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 0.41% |
$181 - $212
|
1.47K
$60.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.42% |
$151 - $177
|
1.21K
$49.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.44% |
$151 - $177
|
1.14K
$46.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.5% |
$121 - $141
|
803
$32.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.47% |
$90.7 - $106
|
635
$25.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.51% |
$60.5 - $70.7
|
395
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.3% |
$60.5 - $70.7
|
670
$27.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$30.2 - $35.4
|
29.7K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.0% |
$30.2 - $35.4
|
31.8K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-3- 0.01% |
$90.7 - $106
|
27.9K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10- 0.04% |
$302 - $354
|
24K
$982K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-11- 0.02% |
$333 - $389
|
59.8K
$2.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-80- 0.35% |
$2.42K - $2.83K
|
23K
$939K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-92- 0.18% |
$2.78K - $3.25K
|
51.9K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 0.24% |
$3.02K - $3.54K
|
41.4K
$1.69M
|