Latest Institutional Sells of Dimensional ETF Tr U S Equity (DFUS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr U S Equity (DFUS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-683- 10.05% |
$26.5K - $30.3K
|
6.12K
$396K
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-386- 1.45% |
$15K - $17.1K
|
26.2K
$1.7M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.3K- 99.99% |
$514K - $617K
|
1
$64.7
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.98K- 35.02% |
$349K - $418K
|
16.7K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.4K- 54.7% |
$248K - $298K
|
5.3K
$343K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6K- 66.67% |
$233K - $279K
|
3K
$194K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.3K- 9.4% |
$89.3K - $107K
|
22.2K
$1.43M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2K- 7.29% |
$77.6K - $93.1K
|
25.4K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.33K- 19.33% |
$51.4K - $61.7K
|
5.53K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-950- 8.25% |
$36.9K - $44.2K
|
10.6K
$684K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
SELL
|
- |
-716- 4.34% |
$27.8K - $33.3K
|
15.8K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-180- 2.88% |
$6.99K - $8.38K
|
6.06K
$392K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11- 0.16% |
$427 - $512
|
6.86K
$444K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-10.3KClosed |
$406K - $508K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.55KClosed |
$260K - $324K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.72KClosed |
$187K - $234K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-4.63KClosed |
$184K - $229K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.59KClosed |
$182K - $227K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.24KClosed |
$168K - $210K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.47KClosed |
$97.8K - $122K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1K- 15.38% |
$39.6K - $49.5K
|
5.5K
$356K
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-319- 24.18% |
$12.6K - $15.8K
|
1K
$64.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-141- 10.51% |
$5.59K - $6.98K
|
1.2K
$77.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-49- 0.26% |
$1.94K - $2.43K
|
18.6K
$1.2M
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.12KClosed |
$186K - $214K
|
0
$0
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-4KClosed |
$181K - $208K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.88KClosed |
$175K - $202K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.25KClosed |
$101K - $117K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.05KClosed |
$92.6K - $107K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$52.2K - $60.1K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-892Closed |
$40.3K - $46.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-5.01KClosed |
$236K - $260K
|
0
$0
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.23K- 10.52% |
$152K - $168K
|
27.4K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.8KClosed |
$132K - $145K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-309- 4.82% |
$14.5K - $16.1K
|
6.1K
$395K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.4KClosed |
$1.92M - $2.06M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16.8KClosed |
$779K - $833K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11.6KClosed |
$538K - $575K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.32KClosed |
$247K - $264K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.37KClosed |
$203K - $217K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.3KClosed |
$107K - $115K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-462- 26.61% |
$21.1K - $21.8K
|
1.27K
$82.5K
|
|