Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

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 10, 2023 Q4 2022
Sandy Spring Bank

SELL
 -
-3.21K
- 2.38%
$96.9K - $113K
132K $5.37M
Jan 23, 2023 Q4 2022
Level Financial Advisors, Inc.

SELL
 -
-3.33K
- 1.5%
$101K - $118K
218K $8.92M
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-3.51K
- 34.57%
$106K - $124K
6.64K $271K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.6K
- 1.29%
$109K - $127K
276K $11.3M
Feb 10, 2023 Q4 2022
Claris Advisors, LLC

SELL
 -
-3.73K
- 0.98%
$113K - $132K
375K $15.3M
Feb 13, 2023 Q4 2022
3 D/L Capital Management, LLC

SELL
 -
-3.81K
- 6.36%
$115K - $135K
56K $2.29M
Jan 13, 2023 Q4 2022
Disciplined Equity Management, Inc.

SELL
 -
-3.86K
- 0.65%
$117K - $136K
585K $23.9M
Feb 06, 2023 Q4 2022
Lutz Financial Services LLC

SELL
 -
-4.16K
- 2.57%
$126K - $147K
158K $6.45M
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

SELL
 -
-4.57K
- 16.51%
$138K - $161K
23.1K $943K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

SELL
 -
-4.67K
- 20.21%
$141K - $165K
18.4K $752K
Feb 08, 2023 Q4 2022
Efficient Advisors, LLC

SELL
 -
-6.25K
- 40.75%
$189K - $221K
9.09K $371K
Jan 12, 2023 Q4 2022
Evanson Asset Management, LLC

SELL
 -
-6.31K
- 0.5%
$191K - $223K
1.25M $51M
Feb 14, 2023 Q4 2022
Annandale Capital, LLC

Dallas, TX
SELL
 -
-6.42K
- 3.83%
$194K - $227K
161K $6.58M
Feb 10, 2023 Q4 2022
First Western Trust Bank

Denver, CO
SELL
 -
-6.76K
- 21.51%
$204K - $239K
24.7K $1.01M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-7.04K
- 3.07%
$213K - $249K
222K $9.07M
Feb 07, 2023 Q4 2022
Vista Wealth Management Group, LLC

SELL
 -
-7.81K
- 8.93%
$236K - $276K
79.6K $3.25M
Aug 11, 2023 Q4 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-7.89K
- 1.71%
$239K - $279K
455K $18.6M
May 17, 2023 Q4 2022
Zhang Financial LLC

SELL
 -
-8.17K
- 9.81%
$247K - $289K
75.1K $3.07M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-9.16K
- 2.44%
$277K - $324K
366K $14.9M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-9.19K
- 14.32%
$278K - $325K
55K $2.25M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

SELL
 -
-10.2K
- 50.0%
$307K - $359K
10.2K $415K
Jan 20, 2023 Q4 2022
Baker Boyer National Bank

SELL
 -
-10.9K
- 1.84%
$329K - $385K
581K $23.7M
Feb 10, 2023 Q4 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-11.2K
- 34.01%
$338K - $395K
21.7K $885K
Jan 18, 2023 Q4 2022
Dixon Fnancial Services, Inc.

SELL
 -
-12K
- 1.43%
$361K - $423K
826K $33.7M
Jan 12, 2023 Q4 2022
Shanker Valleau Wealth Advisors, Inc.

SELL
 -
-13.1K
- 4.47%
$395K - $462K
279K $11.4M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-13.5K
- 36.13%
$409K - $479K
23.9K $978K
Feb 09, 2023 Q4 2022
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-13.8K
- 1.79%
$416K - $487K
755K $30.8M
Jan 23, 2023 Q4 2022
Better Wealth, LLC

SELL
 -
-16.7K
- 20.33%
$505K - $590K
65.4K $2.67M
Feb 14, 2023 Q4 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-17.4K
- 3.15%
$526K - $615K
536K $21.9M
Feb 13, 2023 Q4 2022
Merriman Wealth Management, LLC

SELL
 -
-20.9K
- 2.73%
$633K - $740K
745K $30.4M
Feb 14, 2023 Q4 2022
Plancorp, LLC

SELL
 -
-22.2K
- 0.32%
$671K - $785K
6.94M $283M
Feb 09, 2023 Q4 2022
Advisory Services & Investments, LLC

SELL
 -
-22.8K
- 7.28%
$688K - $805K
290K $11.8M
Jan 23, 2023 Q4 2022
Foster Group, Inc.

SELL
 -
-25.7K
- 1.62%
$776K - $908K
1.56M $63.7M
Feb 13, 2023 Q4 2022
Tfc Financial Management

SELL
 -
-27.1K
- 2.52%
$818K - $957K
1.05M $42.7M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
SELL
 -
-28.2K
- 7.23%
$853K - $997K
362K $14.8M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-28.7K
- 2.44%
$868K - $1.02M
1.15M $46.9M
Jan 23, 2023 Q4 2022
Aspiriant, LLC

SELL
 -
-30K
- 4.06%
$907K - $1.06M
709K $29M
Feb 02, 2023 Q4 2022
Total Wealth Planning, LLC

SELL
 -
-30.4K
- 17.86%
$920K - $1.08M
140K $5.72M
Jan 19, 2023 Q4 2022
Applied Capital LLC

SELL
 -
-31.5K
- 38.34%
$954K - $1.12M
50.7K $2.07M
Feb 06, 2023 Q4 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-32.1K
- 3.79%
$970K - $1.13M
815K $33.3M
Feb 14, 2023 Q4 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
SELL
 -
-32.8K
- 2.26%
$993K - $1.16M
1.42M $57.9M
Jan 06, 2023 Q4 2022
Symmetry Partners, LLC

SELL
 -
-38.6K
- 2.5%
$1.17M - $1.37M
1.51M $61.5M
Feb 09, 2023 Q4 2022
Wealth Architects, LLC

SELL
 -
-39K
- 4.66%
$1.18M - $1.38M
799K $32.6M
Feb 06, 2023 Q4 2022
Heritage Investment Group, Inc.

SELL
 -
-39.2K
- 3.51%
$1.18M - $1.38M
1.08M $44M
Aug 11, 2023 Q4 2022
Rs Crum Inc.

SELL
 -
-41.6K
- 24.14%
$1.26M - $1.47M
131K $5.34M
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-42.3K
- 5.35%
$1.28M - $1.5M
749K $30.6M
Jan 18, 2023 Q4 2022
Juncture Wealth Strategies, LLC

SELL
 -
-50.9K
- 12.05%
$1.54M - $1.8M
371K $15.2M
Jan 27, 2023 Q4 2022
Equius Partners, Inc.

SELL
 -
-58.9K
- 1.94%
$1.78M - $2.08M
2.97M $121M
Jan 11, 2023 Q4 2022
Stonnington Group, LLC

SELL
 -
-65K
- 6.22%
$1.96M - $2.3M
980K $40M

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