Purchases and Sales Made in Q1 2023 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 2023. 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
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.8M
+ 7767.47%
$74.2M - $81.8M
1.82M $119M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
427K
New
$17.6M - $19.4M
427K $28M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
343K
+ 96.81%
$14.2M - $15.6M
698K $45.7M
Apr 18, 2023 Q1 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
250K
New
$10.3M - $11.4M
250K $16.4M
Apr 20, 2023 Q1 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
216K
+ 24.57%
$8.92M - $9.83M
1.1M $71.8M
Apr 10, 2023 Q1 2023
Austin Asset Management CO Inc

BUY
 -
181K
+ 24.44%
$7.46M - $8.21M
921K $60.3M
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
153K
+ 15.52%
$6.3M - $6.94M
1.14M $74.5M
May 10, 2023 Q1 2023
Zhang Financial LLC

BUY
 -
151K
+ 30.23%
$6.23M - $6.86M
650K $42.6M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
141K
+ 6.41%
$5.81M - $6.4M
2.34M $153M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
140K
New
$5.77M - $6.35M
140K $9.15M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
120K
+ 73.69%
$4.94M - $5.44M
282K $18.5M
May 04, 2023 Q1 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
97.1K
+ 6.78%
$4M - $4.41M
1.53M $100M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
88.5K
+ 318.47%
$3.65M - $4.02M
116K $7.61M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
79.7K
New
$3.29M - $3.62M
79.7K $5.21M
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
71.7K
+ 23.23%
$2.96M - $3.26M
380K $24.9M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
69.1K
+ 56.04%
$2.85M - $3.14M
192K $12.6M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
66.5K
+ 80.58%
$2.74M - $3.02M
149K $9.75M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
66.4K
+ 5.45%
$2.74M - $3.02M
1.29M $84.2M
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
65.4K
New
$2.7M - $2.97M
65.4K $4.28M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
59.6K
New
$2.46M - $2.71M
59.6K $3.9M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
57.6K
+ 21.47%
$2.38M - $2.62M
326K $21.3M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
57.4K
+ 2.62%
$2.37M - $2.61M
2.25M $147M
Apr 24, 2023 Q1 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
55.5K
+ 16.05%
$2.29M - $2.52M
401K $26.2M
Apr 11, 2023 Q1 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
48.9K
+ 12.45%
$2.02M - $2.22M
442K $28.9M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
48.6K
+ 4.3%
$2M - $2.21M
1.18M $77.2M
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
48.3K
New
$1.99M - $2.2M
48.3K $3.16M
May 10, 2023 Q1 2023
Caerus Investment Advisors, LLC

BUY
 -
48.1K
New
$1.98M - $2.19M
48.1K $3.15M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
46K
+ 12.39%
$1.9M - $2.09M
417K $27.3M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
45.1K
+ 13.48%
$1.86M - $2.05M
380K $24.8M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
44.8K
+ 21.64%
$1.85M - $2.04M
252K $16.5M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
42.9K
+ 14.38%
$1.77M - $1.95M
342K $22.3M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
42.4K
+ 81.35%
$1.75M - $1.93M
94.5K $6.19M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
41.4K
+ 4.42%
$1.71M - $1.88M
978K $64M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
38.6K
+ 46.19%
$1.59M - $1.75M
122K $8M
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
37.3K
+ 3.12%
$1.54M - $1.69M
1.23M $80.6M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
35.8K
New
$1.48M - $1.63M
35.8K $2.34M
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
34.5K
New
$1.42M - $1.57M
34.5K $2.26M
Aug 11, 2023 Q1 2023
Rs Crum Inc.

BUY
 -
33.7K
+ 11.7%
$1.39M - $1.53M
322K $21.1M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
33.2K
New
$1.37M - $1.51M
33.2K $2.17M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
31.6K
New
$1.3M - $1.43M
31.6K $2.07M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
29.7K
+ 34.53%
$1.22M - $1.35M
116K $7.56M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
26.9K
New
$1.11M - $1.22M
26.9K $1.76M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
25.8K
New
$1.06M - $1.17M
25.8K $1.69M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
25.4K
New
$1.05M - $1.16M
25.4K $1.66M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
24.8K
+ 28.9%
$1.02M - $1.13M
111K $7.24M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
23.4K
+ 1.35%
$966K - $1.06M
1.76M $115M
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
22K
+ 29.41%
$906K - $998K
96.7K $6.33M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
21.1K
+ 55.73%
$872K - $961K
59.1K $3.87M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
20.7K
New
$855K - $942K
20.7K $1.36M

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