Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q1 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 06, 2022 Q1 2022
Index Fund Advisors, Inc.

BUY
 -
6.12M
New
$276M - $318M
6.12M $395M
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
768K
+ 16.48%
$34.7M - $39.9M
5.43M $350M
Aug 11, 2022 Q1 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
554K
New
$25M - $28.8M
554K $35.8M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
447K
+ 169.53%
$20.2M - $23.3M
711K $45.9M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
423K
+ 102.92%
$19.1M - $22M
834K $53.9M
Apr 27, 2022 Q1 2022
Security Financial Services, Inc.

BUY
 -
227K
New
$10.2M - $11.8M
227K $14.6M
May 04, 2022 Q1 2022
Hemington Wealth Management

BUY
 -
209K
New
$9.42M - $10.9M
209K $13.5M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
182K
New
$8.23M - $9.48M
182K $11.8M
May 06, 2022 Q1 2022
Relaxing Retirement Coach

BUY
 -
161K
+ 25.49%
$7.29M - $8.39M
795K $51.3M
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
155K
+ 73.67%
$6.98M - $8.04M
364K $23.5M
Apr 28, 2022 Q1 2022
Applied Capital LLC

BUY
 -
75.8K
New
$3.42M - $3.94M
75.8K $4.89M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
74.5K
New
$3.37M - $3.88M
74.5K $4.81M
May 02, 2022 Q1 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
62K
+ 34.59%
$2.8M - $3.22M
241K $15.6M
May 10, 2022 Q1 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
52.6K
+ 25.88%
$2.38M - $2.74M
256K $16.5M
Apr 29, 2022 Q1 2022
Retirement Solution Inc.

BUY
 -
51.7K
+ 9.93%
$2.34M - $2.69M
573K $37M
Apr 20, 2022 Q1 2022
Private Capital Management LLC

BUY
 -
48.5K
+ 38.67%
$2.19M - $2.52M
174K $11.2M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
47.2K
New
$2.13M - $2.45M
47.2K $3.05M
Apr 21, 2022 Q1 2022
Olio Financial Planning

BUY
 -
34.8K
New
$1.57M - $1.81M
34.8K $2.25M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
29.1K
+ 1.85%
$1.31M - $1.51M
1.6M $103M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
28.2K
+ 6.76%
$1.27M - $1.47M
445K $28.8M
Apr 04, 2022 Q1 2022
Symmetry Partners, LLC

BUY
 -
28K
+ 11.8%
$1.26M - $1.45M
265K $17.1M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
24.7K
New
$1.11M - $1.28M
24.7K $1.59M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
24.6K
+ 8.88%
$1.11M - $1.28M
302K $19.5M
May 17, 2022 Q1 2022
Jane Street Group, LLC

New York, NY
BUY
 -
24.6K
New
$1.11M - $1.28M
24.6K $1.59M
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
24.5K
New
$1.1M - $1.27M
24.5K $1.58M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
22.7K
+ 2.12%
$1.02M - $1.18M
1.09M $70.6M
May 10, 2022 Q1 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
21.8K
+ 139.57%
$983K - $1.13M
37.4K $2.41M
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
21.1K
+ 16.54%
$953K - $1.1M
149K $9.6M
May 05, 2022 Q1 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
20.4K
+ 13.62%
$922K - $1.06M
170K $11M
Apr 13, 2022 Q1 2022
Austin Asset Management CO Inc

BUY
 -
20K
+ 2.9%
$901K - $1.04M
707K $45.7M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
19.9K
+ 35.29%
$900K - $1.04M
76.4K $4.93M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
19.2K
+ 36.22%
$867K - $999K
72.2K $4.66M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
18.3K
+ 20.61%
$827K - $953K
107K $6.92M
May 12, 2022 Q1 2022
Sns Financial Group, LLC

BUY
 -
16.6K
New
$748K - $861K
16.6K $1.07M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
16.5K
New
$745K - $858K
16.5K $1.07M
May 13, 2022 Q1 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
16.1K
+ 1.04%
$729K - $839K
1.56M $101M
May 10, 2022 Q1 2022
Wealthstream Advisors, Inc.

BUY
 -
14.1K
+ 1.98%
$639K - $736K
728K $47M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.1K
New
$637K - $733K
14.1K $911K
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
13.7K
+ 114.15%
$617K - $711K
25.6K $1.66M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
12.9K
New
$582K - $670K
12.9K $832K
Apr 21, 2022 Q1 2022
Rs Crum Inc.

BUY
 -
12.6K
+ 5.18%
$570K - $657K
257K $16.6M
Apr 25, 2022 Q1 2022
Mission Wealth Management, LP

BUY
 -
12.5K
+ 16.51%
$566K - $652K
88.4K $5.71M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
11.6K
+ 74.34%
$525K - $605K
27.3K $1.76M
May 03, 2022 Q1 2022
Investmark Advisory Group LLC

BUY
 -
10.8K
+ 7.83%
$486K - $560K
148K $9.58M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
10.4K
+ 3.22%
$471K - $543K
334K $21.6M
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
10.1K
+ 2.2%
$457K - $526K
470K $30.4M
Aug 05, 2022 Q1 2022
Forum Private Client Group LLC

BUY
 -
9.94K
New
$449K - $517K
9.94K $642K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.43K
+ 11.83%
$426K - $490K
89.1K $5.76M
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
9.3K
+ 1.38%
$420K - $484K
685K $44.2M

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