Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.32M+ 7380.84% |
N/A
|
4.38M
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.46M+ 5763.69% |
N/A
|
2.5M
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
792K+ 115.44% |
N/A
|
1.48M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
279KNew |
N/A
|
279K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
178K+ 2.99% |
N/A
|
6.12M
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
171K+ 2.88% |
N/A
|
6.11M
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
132K+ 273.11% |
N/A
|
180K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
117K+ 130.37% |
N/A
|
207K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
103K+ 347.5% |
N/A
|
132K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
101K+ 88.82% |
N/A
|
215K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
92.7K+ 62.22% |
N/A
|
242K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
88.7K+ 778.81% |
N/A
|
100K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
81.3K+ 323.47% |
N/A
|
106K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
54.1K+ 6.97% |
N/A
|
830K
$0
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
48.3K+ 285.47% |
N/A
|
65.2K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Northland Capital Management LLC
|
BUY
|
- |
39K+ 55.2% |
N/A
|
110K
$0
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
35.9K+ 2.05% |
N/A
|
1.79M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
26.8K+ 2.93% |
N/A
|
942K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
26.5KNew |
N/A
|
26.5K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
19.7K+ 10.18% |
N/A
|
213K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
19.5K+ 26.75% |
N/A
|
92.3K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
16.7K+ 86.58% |
N/A
|
36K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
16.3K+ 51.95% |
N/A
|
47.7K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
14.9K+ 100.71% |
N/A
|
29.6K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
13.1K+ 39.82% |
N/A
|
46.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
12.1KNew |
N/A
|
12.1K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
11.4K+ 73.91% |
N/A
|
26.7K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11K+ 2.98% |
N/A
|
379K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
9.78K+ 22.8% |
N/A
|
52.7K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.17K+ 40.86% |
N/A
|
31.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.12KNew |
N/A
|
9.12K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.4KNew |
N/A
|
8.4K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.1K+ 31.38% |
N/A
|
33.9K
$0
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
8.09K+ 31.78% |
N/A
|
33.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.03KNew |
N/A
|
8.03K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
7.62KNew |
N/A
|
7.62K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
4.68K+ 8.29% |
N/A
|
61.1K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.4K+ 25.5% |
N/A
|
21.6K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.1K+ 54.38% |
N/A
|
11.6K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
4.1K+ 19.91% |
N/A
|
24.7K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.9K+ 38.86% |
N/A
|
13.9K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.53K+ 36.58% |
N/A
|
13.2K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.94K+ 37.22% |
N/A
|
10.8K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.71K+ 19.53% |
N/A
|
16.6K
$0
|