Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimen Us Su (DFSU)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Us Su (DFSU) during Q2 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMEN US SU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
502K+ 272.49% |
N/A
|
686K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
412KNew |
N/A
|
412K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
329K+ 23.05% |
N/A
|
1.75M
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
BUY
|
- |
192K+ 3.33% |
N/A
|
5.94M
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
183K+ 3.18% |
N/A
|
5.95M
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
109K+ 42.31% |
N/A
|
368K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
92.9K+ 165.61% |
N/A
|
149K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
85.2K+ 12.33% |
N/A
|
776K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Northland Capital Management LLC
|
BUY
|
- |
70.6KNew |
N/A
|
70.6K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
61.6K+ 218.35% |
N/A
|
89.8K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52.2KNew |
N/A
|
52.2K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
52.2K+ 37.09% |
N/A
|
193K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.2KNew |
N/A
|
48.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.8K+ 118.62% |
N/A
|
77K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
37.9KNew |
N/A
|
37.9K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
32.2K+ 308.84% |
N/A
|
42.6K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
31.4KNew |
N/A
|
31.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$0
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
24.1K+ 74.58% |
N/A
|
56.4K
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.2K+ 11.23% |
N/A
|
191K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16.3K+ 381.51% |
N/A
|
20.6K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
15.5K+ 27.04% |
N/A
|
72.8K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
15.4KNew |
N/A
|
15.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 27.61% |
N/A
|
61.8K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
11.3K+ 331.9% |
N/A
|
14.7K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
9.89K+ 84.95% |
N/A
|
21.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.5K+ 6785.71% |
N/A
|
9.64K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
9.28K+ 116.46% |
N/A
|
17.3K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9K+ 64.29% |
N/A
|
23K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
8.92KNew |
N/A
|
8.92K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
8.86K+ 58.0% |
N/A
|
24.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.96K+ 22.76% |
N/A
|
42.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.66KNew |
N/A
|
7.66K
$0
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
7.3K+ 40.25% |
N/A
|
25.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.07KNew |
N/A
|
7.07K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.64K+ 10.65% |
N/A
|
58.5K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.52K+ 20.08% |
N/A
|
33K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
5.5K+ 39.89% |
N/A
|
19.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.4K+ 38.34% |
N/A
|
19.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.66K+ 40.77% |
N/A
|
16.1K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.5K+ 132.35% |
N/A
|
7.9K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
4.46K+ 20.89% |
N/A
|
25.8K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.37K+ 20.5% |
N/A
|
25.7K
$0
|