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 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-114- 0.06% |
$3.45K - $4.03K
|
179K
$7.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-140- 0.2% |
$4.23K - $4.95K
|
71.2K
$2.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-140- 0.4% |
$4.23K - $4.95K
|
34.5K
$1.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-224- 0.16% |
$6.77K - $7.92K
|
137K
$5.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-233- 1.9% |
$7.04K - $8.24K
|
12K
$491K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-267- 8.82% |
$8.07K - $9.44K
|
2.76K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-318- 0.25% |
$9.61K - $11.2K
|
129K
$5.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-330- 0.87% |
$9.98K - $11.7K
|
37.4K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-382- 2.73% |
$11.5K - $13.5K
|
13.6K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-417- 0.67% |
$12.6K - $14.7K
|
61.4K
$2.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-421- 2.54% |
$12.7K - $14.9K
|
16.1K
$659K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-504- 0.33% |
$15.2K - $17.8K
|
152K
$6.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-510- 1.0% |
$15.4K - $18K
|
50.7K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-575- 2.75% |
$17.4K - $20.3K
|
20.3K
$831K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-615- 0.88% |
$18.6K - $21.7K
|
69.2K
$2.83M
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-844- 0.62% |
$25.5K - $29.8K
|
135K
$5.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-887- 43.12% |
$26.8K - $31.4K
|
1.17K
$47.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-922- 0.2% |
$27.9K - $32.6K
|
453K
$18.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-944- 1.28% |
$28.5K - $33.4K
|
72.7K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-989- 8.74% |
$29.9K - $35K
|
10.3K
$422K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-999- 10.97% |
$30.2K - $35.3K
|
8.11K
$331K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.21K- 29.53% |
$36.6K - $42.8K
|
2.89K
$118K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.23K- 0.49% |
$37.2K - $43.5K
|
248K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 0.74% |
$39.5K - $46.2K
|
175K
$7.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.36K- 1.85% |
$41.2K - $48.2K
|
72.2K
$2.95M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.36K- 2.46% |
$41.2K - $48.2K
|
54.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-1.42K- 0.28% |
$42.8K - $50.1K
|
497K
$20.3M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.44K- 0.72% |
$43.4K - $50.8K
|
197K
$8.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.44K- 2.06% |
$43.6K - $51K
|
68.6K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.44K- 15.19% |
$43.7K - $51.1K
|
8.06K
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 8.43% |
$46.1K - $53.9K
|
16.6K
$676K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.67K- 3.82% |
$50.5K - $59K
|
42K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.7K- 3.16% |
$51.5K - $60.3K
|
52.3K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.85K- 0.85% |
$56K - $65.5K
|
215K
$8.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.97K- 1.57% |
$59.5K - $69.6K
|
123K
$5.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.99K- 0.48% |
$60.3K - $70.5K
|
415K
$17M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.04K- 6.75% |
$61.6K - $72.1K
|
28.2K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.08K- 20.0% |
$62.8K - $73.5K
|
8.31K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.18K- 5.77% |
$66K - $77.2K
|
35.6K
$1.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.21K- 0.3% |
$66.8K - $78.2K
|
729K
$29.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-2.24K- 0.77% |
$67.7K - $79.1K
|
289K
$11.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.28K- 0.74% |
$69K - $80.7K
|
308K
$12.6M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.39K- 3.35% |
$72.2K - $84.5K
|
68.9K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.4K- 10.34% |
$72.6K - $84.9K
|
20.8K
$849K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.51K- 0.97% |
$75.8K - $88.6K
|
256K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.59K- 0.9% |
$78.2K - $91.5K
|
284K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.65K- 54.53% |
$80K - $93.6K
|
2.21K
$90.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.68K- 4.87% |
$80.9K - $94.7K
|
52.3K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.85K- 2.16% |
$86.2K - $101K
|
129K
$5.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.99K- 20.14% |
$90.3K - $106K
|
11.8K
$484K
|