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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17.2KClosed |
$775K - $893K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17.9KClosed |
$807K - $929K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-18.6KClosed |
$838K - $965K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-19.9KClosed |
$900K - $1.04M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-20.7K- 1.57% |
$935K - $1.08M
|
1.3M
$83.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-22.4K- 2.3% |
$1.01M - $1.17M
|
951K
$61.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-25KClosed |
$1.13M - $1.3M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-28KClosed |
$1.27M - $1.46M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-31.4K- 24.68% |
$1.42M - $1.63M
|
95.9K
$6.19M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.5K- 97.94% |
$1.47M - $1.69M
|
684
$44.2K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-34.5KClosed |
$1.56M - $1.79M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-35KClosed |
$1.58M - $1.82M
|
0
$0
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-38.3K- 76.71% |
$1.73M - $1.99M
|
11.6K
$750K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.5K- 1.02% |
$1.74M - $2M
|
3.73M
$241M
|
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-39.3K- 3.81% |
$1.77M - $2.04M
|
992K
$64.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-40.6KClosed |
$1.84M - $2.11M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41K- 60.06% |
$1.85M - $2.13M
|
27.3K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-43.2K- 0.74% |
$1.95M - $2.25M
|
5.78M
$373M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-44.4K- 38.01% |
$2M - $2.31M
|
72.4K
$4.67M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-51.2KClosed |
$2.31M - $2.66M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-51.4KClosed |
$2.32M - $2.67M
|
0
$0
|
|
|
Aug 01, 2022
Q1 2022
|
Awm Capital, LLC
|
SELL
|
- |
-51.6K- 12.89% |
$2.33M - $2.69M
|
349K
$22.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-54.6KClosed |
$2.47M - $2.84M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-56.1KClosed |
$2.53M - $2.92M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-78.5K- 47.33% |
$3.54M - $4.08M
|
87.3K
$5.64M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-81.4KClosed |
$3.67M - $4.23M
|
0
$0
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-83.2K- 75.65% |
$3.76M - $4.33M
|
26.8K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-91.8K- 1.71% |
$4.14M - $4.77M
|
5.27M
$340M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-94KClosed |
$4.25M - $4.89M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-188KClosed |
$8.48M - $9.77M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-235KClosed |
$10.6M - $12.2M
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-433KClosed |
$19.6M - $22.5M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-572KClosed |
$25.8M - $29.7M
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-811KClosed |
$36.6M - $42.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-890KClosed |
$40.2M - $46.3M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6.16MClosed |
$278M - $321M
|
0
$0
|