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
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

BUY
 -
8.82K
New
$398K - $459K
8.82K $570K
Apr 27, 2022 Q1 2022
Disciplined Equity Management, Inc.

BUY
 -
8.55K
+ 2.12%
$386K - $445K
413K $26.6M
May 13, 2022 Q1 2022
First Western Trust Bank

Denver, CO
BUY
 -
7.99K
New
$361K - $416K
7.99K $516K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.98K
+ 6.03%
$360K - $415K
140K $9.06M
Apr 29, 2022 Q1 2022
Bka Wealth Consulting, Inc.

BUY
 -
7.41K
New
$334K - $385K
7.41K $478K
Apr 18, 2022 Q1 2022
Ml & R Wealth Management LLC

BUY
 -
6.94K
+ 0.33%
$314K - $361K
2.14M $138M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
BUY
 -
6.84K
+ 12.02%
$309K - $356K
63.7K $4.12M
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
6.59K
+ 3.18%
$298K - $343K
214K $13.8M
May 09, 2022 Q1 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
6.19K
New
$280K - $322K
6.19K $400K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
6.13K
+ 0.52%
$277K - $319K
1.19M $76.8M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
5.7K
+ 0.33%
$257K - $296K
1.73M $111M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
4.94K
+ 96.06%
$223K - $257K
10.1K $652K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
4.59K
New
$207K - $239K
4.59K $297K
Apr 20, 2022 Q1 2022
Independent Wealth Network Inc.

BUY
 -
4.19K
+ 14.28%
$189K - $218K
33.5K $2.16M
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
3.83K
+ 0.33%
$173K - $199K
1.18M $76.1M
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
3.57K
+ 10.78%
$161K - $186K
36.7K $2.37M
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
3.46K
New
$156K - $180K
3.46K $223K
Apr 21, 2022 Q1 2022
Claris Advisors, LLC

BUY
 -
2.52K
+ 1.16%
$114K - $131K
219K $14.2M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
2.22K
New
$100K - $116K
2.22K $143K
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
2.11K
+ 11.47%
$95.2K - $110K
20.5K $1.32M
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.95K
New
$87.9K - $101K
1.95K $126K
May 10, 2022 Q1 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
1.86K
+ 6.96%
$84K - $96.7K
28.6K $1.85M
Aug 12, 2022 Q1 2022
Warwick Investment Management, Inc.

BUY
 -
1.68K
+ 0.48%
$75.8K - $87.3K
352K $22.7M
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
1.65K
+ 7.05%
$74.6K - $85.9K
25.1K $1.62M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

BUY
 -
1.37K
+ 2.55%
$61.8K - $71.2K
55K $3.55M
Apr 27, 2022 Q1 2022
Advisory Services & Investments, LLC

BUY
 -
1.36K
+ 5.06%
$61.2K - $70.5K
28.1K $1.82M
May 09, 2022 Q1 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
1.32K
+ 1.0%
$59.5K - $68.5K
133K $8.62M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.27K
+ 23.9%
$57.3K - $65.9K
6.57K $424K
May 16, 2022 Q1 2022
Hb Wealth Management, LLC

BUY
 -
1.21K
+ 24.53%
$54.8K - $63.1K
6.16K $398K
Apr 20, 2022 Q1 2022
Gemmer Asset Management LLC

BUY
 -
1.14K
+ 1.25%
$51.6K - $59.4K
92.6K $5.98M
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
991
+ 0.47%
$44.8K - $51.5K
211K $13.6M
Apr 29, 2022 Q1 2022
Tci Wealth Advisors, Inc.

BUY
 -
988
+ 0.05%
$44.6K - $51.4K
2.12M $137M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
939
New
$42.4K - $48.8K
939 $60.6K
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
895
+ 275.38%
$40.4K - $46.5K
1.22K $78.8K
May 16, 2022 Q1 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
858
+ 3.8%
$38.7K - $44.6K
23.5K $1.51M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
807
+ 10.51%
$36.4K - $42K
8.49K $548K
May 05, 2022 Q1 2022
Larson Financial Group LLC

BUY
 -
723
+ 0.18%
$32.7K - $37.6K
407K $26.3M
May 10, 2022 Q1 2022
3 D/L Capital Management, LLC

BUY
 -
695
+ 0.53%
$31.4K - $36.1K
132K $8.54M
Apr 27, 2022 Q1 2022
Helen Stephens Group, LLC

BUY
 -
609
+ 2.21%
$27.5K - $31.7K
28.2K $1.82M
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
599
+ 21.85%
$27.1K - $31.2K
3.34K $216K
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
538
+ 4.53%
$24.3K - $28K
12.4K $802K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
509
+ 2.45%
$23K - $26.5K
21.3K $1.38M
Apr 14, 2022 Q1 2022
Capital Performance Advisors LLP

BUY
 -
381
+ 0.25%
$17.2K - $19.8K
151K $9.73M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
380
+ 1.1%
$17.2K - $19.8K
34.8K $2.25M
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
325
New
$14.7K - $16.9K
325 $21K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
260
+ 1.05%
$11.7K - $13.5K
25.1K $1.62M
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
92
+ 0.64%
$4.15K - $4.78K
14.6K $940K
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
85
+ 0.17%
$3.84K - $4.42K
49.5K $3.2M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
85
+ 0.1%
$3.84K - $4.42K
82.4K $5.32M

Track Institutional and Insider Activities on DFUS

Follow DIMENSIONAL ETF TR U S EQUITY and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DFUS shares.

Notify only if

Insider Trading

Get notified when an Dimensional ETF Tr U S Equity insider buys or sells DFUS shares.

Notify only if

News

Receive news related to DIMENSIONAL ETF TR U S EQUITY

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DFUS