Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
5.83K+ 12.65% |
N/A
|
52K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
4.38K+ 36.1% |
N/A
|
16.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3.86KNew |
N/A
|
3.86K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.54K+ 17.92% |
N/A
|
23.3K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3.29K+ 23.61% |
N/A
|
17.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.84K+ 995.09% |
N/A
|
3.12K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2.11K+ 256.0% |
N/A
|
2.94K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.96KNew |
N/A
|
1.96K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.85K+ 12.29% |
N/A
|
16.9K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.66K+ 1.52% |
N/A
|
111K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
914+ 3.7% |
N/A
|
25.6K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
908+ 0.96% |
N/A
|
95.6K
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
891+ 1.76% |
N/A
|
51.6K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
824+ 0.05% |
N/A
|
1.79M
$0
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
778+ 3.49% |
N/A
|
23.1K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
773+ 2.61% |
N/A
|
30.4K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
474+ 10.46% |
N/A
|
5.01K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
452+ 1.08% |
N/A
|
42.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
447New |
N/A
|
447
$0
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
373+ 3.32% |
N/A
|
11.6K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300+ 1.25% |
N/A
|
24.3K
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
220+ 53.01% |
N/A
|
635
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
165+ 0.26% |
N/A
|
63.8K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
160+ 1.48% |
N/A
|
11K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
104+ 0.26% |
N/A
|
39.8K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
63New |
N/A
|
63
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 0.38% |
N/A
|
4.72K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17+ 0.4% |
N/A
|
4.22K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 0.38% |
N/A
|
4.18K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.42% |
N/A
|
961
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7- 0.08% |
N/A
|
8.39K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37- 0.23% |
N/A
|
16.2K
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-160- 1.45% |
N/A
|
10.8K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-316- 4.15% |
N/A
|
7.31K
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-395- 0.68% |
N/A
|
57.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-640- 4.9% |
N/A
|
12.4K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 4.17% |
N/A
|
25K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.22K- 15.31% |
N/A
|
12.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-3.73K- 11.01% |
N/A
|
30.2K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.76K- 22.86% |
N/A
|
12.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.26K- 95.48% |
N/A
|
249
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.49K- 95.61% |
N/A
|
298
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.66K- 96.4% |
N/A
|
249
$0
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-7.26K- 33.54% |
N/A
|
14.4K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-49.1K- 46.14% |
N/A
|
57.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.19M- 95.75% |
N/A
|
186K
$0
|