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 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.47K- 28.39% |
$111K - $128K
|
6.22K
$410K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.56K- 11.34% |
$116K - $133K
|
20K
$1.32M
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.69KClosed |
$121K - $140K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.71K- 2.25% |
$122K - $141K
|
118K
$7.77M
|
|
May 12, 2022
Q1 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-3.49K- 1.92% |
$157K - $181K
|
178K
$11.7M
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.54K- 0.7% |
$160K - $184K
|
499K
$32.9M
|
|
May 09, 2022
Q1 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-3.56K- 1.35% |
$161K - $185K
|
260K
$17.1M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.75K- 30.88% |
$169K - $195K
|
8.39K
$553K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.77KClosed |
$170K - $196K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.88KClosed |
$175K - $202K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-3.98KClosed |
$180K - $207K
|
0
$0
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-4KClosed |
$181K - $208K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-4.02K- 1.1% |
$181K - $209K
|
360K
$23.8M
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-4.07KClosed |
$184K - $211K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.12KClosed |
$186K - $214K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-4.18KClosed |
$189K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-4.22KClosed |
$191K - $220K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
SELL
|
- |
-4.23KClosed |
$191K - $220K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.56KClosed |
$206K - $237K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-4.93K- 0.45% |
$223K - $256K
|
1.09M
$71.7M
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5.33KClosed |
$240K - $277K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.61K- 9.02% |
$253K - $292K
|
56.6K
$3.73M
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-5.75KClosed |
$260K - $299K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.9KClosed |
$267K - $307K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.02K- 7.27% |
$272K - $313K
|
76.8K
$5.06M
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.17K- 9.29% |
$278K - $321K
|
60.2K
$3.97M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.19K- 18.62% |
$279K - $322K
|
27K
$1.78M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.39KClosed |
$289K - $332K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.86KClosed |
$310K - $357K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.37K- 0.5% |
$333K - $383K
|
1.46M
$96M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.84K- 0.63% |
$354K - $408K
|
1.24M
$81.7M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-7.91K- 12.75% |
$357K - $411K
|
54.1K
$3.57M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.48K- 6.73% |
$383K - $441K
|
117K
$7.74M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.67K- 2.25% |
$392K - $451K
|
377K
$24.9M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-8.91KClosed |
$402K - $463K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-9.89KClosed |
$446K - $514K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-10KClosed |
$453K - $522K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-10.3KClosed |
$466K - $537K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 2.99% |
$508K - $585K
|
365K
$24M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-11.6KClosed |
$523K - $603K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12.4K- 0.9% |
$558K - $643K
|
1.36M
$89.8M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.6K- 9.38% |
$570K - $656K
|
122K
$8.04M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-12.6KClosed |
$570K - $657K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-13.5K- 1.23% |
$611K - $703K
|
1.09M
$71.7M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.1KClosed |
$683K - $787K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.2KClosed |
$686K - $790K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.3KClosed |
$689K - $794K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-15.3KClosed |
$693K - $798K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-16.7KClosed |
$756K - $871K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.9K- 11.75% |
$762K - $877K
|
127K
$8.35M
|