Purchases and Sales Made in Q1 2023 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 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
$118M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
427KNew |
$17.6M - $19.4M
|
427K
$27.7M
|
|
|
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
$45.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
250KNew |
$10.3M - $11.4M
|
250K
$16.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
216K+ 24.57% |
$8.92M - $9.83M
|
1.1M
$71M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
181K+ 24.44% |
$7.46M - $8.21M
|
921K
$59.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
153K+ 15.52% |
$6.3M - $6.94M
|
1.14M
$73.6M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
151K+ 30.23% |
$6.23M - $6.86M
|
650K
$42.1M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
141K+ 6.41% |
$5.81M - $6.4M
|
2.34M
$152M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
140KNew |
$5.77M - $6.35M
|
140K
$9.05M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125K+ 42.56% |
$5.17M - $5.69M
|
420K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
120K+ 73.69% |
$4.94M - $5.44M
|
282K
$18.3M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
97.1K+ 6.78% |
$4M - $4.41M
|
1.53M
$98.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
88.5K+ 318.47% |
$3.65M - $4.02M
|
116K
$7.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
79.7KNew |
$3.29M - $3.62M
|
79.7K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
71.7K+ 23.23% |
$2.96M - $3.26M
|
380K
$24.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
69.1K+ 56.04% |
$2.85M - $3.14M
|
192K
$12.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
66.5K+ 80.58% |
$2.74M - $3.02M
|
149K
$9.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
66.4K+ 5.45% |
$2.74M - $3.02M
|
1.29M
$83.2M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
65.4KNew |
$2.7M - $2.97M
|
65.4K
$4.23M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
59.6KNew |
$2.46M - $2.71M
|
59.6K
$3.85M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.6K+ 21.47% |
$2.38M - $2.62M
|
326K
$21.1M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57.4K+ 2.62% |
$2.37M - $2.61M
|
2.25M
$146M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
55.5K+ 16.05% |
$2.29M - $2.52M
|
401K
$25.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
48.9K+ 12.45% |
$2.02M - $2.22M
|
442K
$28.6M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
48.6K+ 4.3% |
$2M - $2.21M
|
1.18M
$76.3M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
48.3KNew |
$1.99M - $2.2M
|
48.3K
$3.13M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
48.1KNew |
$1.98M - $2.19M
|
48.1K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
46K+ 12.39% |
$1.9M - $2.09M
|
417K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.1K+ 13.48% |
$1.86M - $2.05M
|
380K
$24.6M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
44.8K+ 21.64% |
$1.85M - $2.04M
|
252K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
42.9K+ 14.38% |
$1.77M - $1.95M
|
342K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.4K+ 81.35% |
$1.75M - $1.93M
|
94.5K
$6.12M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.4K+ 4.42% |
$1.71M - $1.88M
|
978K
$63.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
38.6K+ 46.19% |
$1.59M - $1.75M
|
122K
$7.91M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
37.3K+ 3.12% |
$1.54M - $1.69M
|
1.23M
$79.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.8KNew |
$1.48M - $1.63M
|
35.8K
$2.32M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34.5KNew |
$1.42M - $1.57M
|
34.5K
$2.23M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
33.7K+ 11.7% |
$1.39M - $1.53M
|
322K
$20.8M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
33.2KNew |
$1.37M - $1.51M
|
33.2K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.6KNew |
$1.3M - $1.43M
|
31.6K
$2.04M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
29.7K+ 34.53% |
$1.22M - $1.35M
|
116K
$7.48M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
26.9KNew |
$1.11M - $1.22M
|
26.9K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
25.8KNew |
$1.06M - $1.17M
|
25.8K
$1.67M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
25.4KNew |
$1.05M - $1.16M
|
25.4K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.8K+ 28.9% |
$1.02M - $1.13M
|
111K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.4K+ 1.35% |
$966K - $1.06M
|
1.76M
$114M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
22K+ 29.41% |
$906K - $998K
|
96.7K
$6.26M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21.1K+ 55.73% |
$872K - $961K
|
59.1K
$3.82M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
20.7KNew |
$855K - $942K
|
20.7K
$1.34M
|