Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr U S Equity (DFUS)
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 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-116- 0.37% |
$5.24K - $6.03K
|
30.8K
$1.99M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-150- 0.53% |
$6.77K - $7.8K
|
27.9K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-168- 0.67% |
$7.59K - $8.74K
|
25.1K
$1.62M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-173- 6.36% |
$7.81K - $9K
|
2.55K
$165K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-208- 0.76% |
$9.39K - $10.8K
|
27.3K
$1.76M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-243- 0.96% |
$11K - $12.6K
|
25.1K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-303- 2.34% |
$13.7K - $15.8K
|
12.7K
$818K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-320- 2.97% |
$14.5K - $16.6K
|
10.5K
$676K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-324- 1.81% |
$14.6K - $16.9K
|
17.6K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-334- 0.82% |
$15.1K - $17.4K
|
40.5K
$2.62M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-334- 1.8% |
$15.1K - $17.4K
|
18.2K
$1.18M
|
|
|
May 16, 2022
Q1 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-428- 6.34% |
$19.3K - $22.3K
|
6.32K
$408K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-543- 1.8% |
$24.5K - $28.2K
|
29.6K
$1.91M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-614- 1.24% |
$27.7K - $31.9K
|
48.7K
$3.15M
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-682- 6.24% |
$30.8K - $35.5K
|
10.3K
$662K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-758- 3.43% |
$34.2K - $39.4K
|
21.4K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-770- 2.26% |
$34.8K - $40K
|
33.2K
$2.15M
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-826- 3.68% |
$37.3K - $43K
|
21.6K
$1.4M
|
|
|
May 02, 2022
Q1 2022
|
Kraft Asset Management, LLC
|
SELL
|
- |
-835- 0.82% |
$37.7K - $43.4K
|
100K
$6.48M
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-892Closed |
$40.3K - $46.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-900- 12.16% |
$40.6K - $46.8K
|
6.5K
$420K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1K- 3.79% |
$45.2K - $52K
|
25.4K
$1.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.13K- 6.64% |
$51.1K - $58.8K
|
15.9K
$1.03M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$52.2K - $60.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.19K- 3.87% |
$53.6K - $61.7K
|
29.5K
$1.9M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.2K- 7.31% |
$54.2K - $62.4K
|
15.2K
$983K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.28K- 0.21% |
$58K - $66.8K
|
625K
$40.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.32K- 0.17% |
$59.6K - $68.7K
|
795K
$51.3M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.38K- 1.56% |
$62.2K - $71.7K
|
86.8K
$5.61M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.38K- 11.58% |
$62.4K - $71.8K
|
10.5K
$681K
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.4K- 0.27% |
$63.3K - $72.9K
|
527K
$34M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.47K- 3.36% |
$66.4K - $76.5K
|
42.4K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.48K- 37.53% |
$67K - $77.1K
|
2.47K
$159K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.63K- 1.79% |
$73.7K - $84.9K
|
89.4K
$5.78M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.69K- 1.87% |
$76.4K - $87.9K
|
88.8K
$5.73M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.71KClosed |
$77K - $88.7K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.71K- 1.9% |
$77.1K - $88.8K
|
88.3K
$5.7M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.75K- 1.9% |
$79.1K - $91.1K
|
90.5K
$5.85M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.8K- 7.89% |
$81.4K - $93.8K
|
21K
$1.36M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.83K- 3.01% |
$82.6K - $95.1K
|
58.8K
$3.8M
|
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.9K- 1.11% |
$85.8K - $98.9K
|
170K
$10.9M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.91K- 10.64% |
$86.3K - $99.4K
|
16.1K
$1.04M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.92K- 2.59% |
$86.6K - $99.7K
|
72K
$4.65M
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.04K- 4.07% |
$92.3K - $106K
|
48.1K
$3.11M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-2.05KClosed |
$92.6K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.06K- 1.26% |
$92.9K - $107K
|
161K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.08K- 1.84% |
$94.1K - $108K
|
111K
$7.16M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.25KClosed |
$101K - $117K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.25K- 17.2% |
$101K - $117K
|
10.8K
$699K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.38K- 4.59% |
$108K - $124K
|
49.5K
$3.2M
|