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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
20K+ 4.57% |
$826K - $909K
|
458K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.9K+ 1.16% |
$822K - $906K
|
1.73M
$112M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.4K+ 53.74% |
$800K - $881K
|
55.5K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19.2K+ 10.27% |
$793K - $874K
|
207K
$13.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
18.9K+ 16.81% |
$779K - $858K
|
131K
$8.5M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.9K+ 10.75% |
$736K - $811K
|
184K
$11.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 53.16% |
$673K - $742K
|
47K
$3.04M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
16KNew |
$661K - $728K
|
16K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6K+ 6.53% |
$643K - $709K
|
255K
$16.5M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
15.4K+ 1.93% |
$634K - $698K
|
812K
$52.6M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
14.8KNew |
$609K - $671K
|
14.8K
$956K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14.7K+ 37.0% |
$606K - $668K
|
54.4K
$3.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.5KNew |
$599K - $660K
|
14.5K
$940K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 28.1% |
$575K - $633K
|
63.5K
$4.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.6K+ 2.17% |
$519K - $572K
|
592K
$38.3M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
12.4K+ 6.54% |
$513K - $566K
|
203K
$13.1M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 9.51% |
$478K - $527K
|
134K
$8.64M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
11KNew |
$455K - $502K
|
11K
$715K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11K+ 1.16% |
$454K - $500K
|
960K
$62.2M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.8K+ 2.94% |
$445K - $490K
|
377K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.4K+ 76.23% |
$428K - $472K
|
24K
$1.55M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
10.2K+ 4.73% |
$422K - $465K
|
227K
$14.7M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.1KNew |
$416K - $459K
|
10.1K
$653K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
10.1K+ 87.81% |
$415K - $457K
|
21.5K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.46KNew |
$390K - $430K
|
9.46K
$612K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.74KNew |
$361K - $397K
|
8.74K
$566K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
7.98K+ 3.52% |
$329K - $363K
|
235K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.64K+ 10.12% |
$315K - $347K
|
83.1K
$5.38M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.27KNew |
$300K - $330K
|
7.27K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7.19KNew |
$297K - $327K
|
7.19K
$465K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.08K+ 19.7% |
$292K - $322K
|
43K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
7.05KNew |
$291K - $320K
|
7.05K
$456K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.91K+ 35.5% |
$285K - $314K
|
26.4K
$1.71M
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
6.88K+ 26.05% |
$284K - $312K
|
33.3K
$2.15M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
6.4KNew |
$264K - $291K
|
6.4K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.19K+ 154675.0% |
$255K - $281K
|
6.19K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5.87K+ 2.75% |
$242K - $267K
|
219K
$14.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.79K+ 2.98% |
$239K - $263K
|
200K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.76K+ 1.77% |
$238K - $262K
|
330K
$21.4M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5.54K+ 9.96% |
$228K - $252K
|
61.1K
$3.96M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.42K+ 23.98% |
$223K - $246K
|
28K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.3K+ 214.23% |
$218K - $241K
|
7.77K
$503K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.17K+ 91.53% |
$213K - $235K
|
10.8K
$700K
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.17KNew |
$213K - $235K
|
5.17K
$334K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.83KNew |
$199K - $220K
|
4.83K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.75KNew |
$196K - $216K
|
4.75K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4.72K+ 10.76% |
$195K - $214K
|
48.6K
$3.14M
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
4.64KNew |
$191K - $211K
|
4.64K
$300K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
4.61KNew |
$190K - $209K
|
4.61K
$298K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
4.54KNew |
$187K - $206K
|
4.54K
$294K
|