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
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-534- 7.2% |
$22K - $24.3K
|
6.89K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-571- 0.88% |
$23.5K - $25.9K
|
64.3K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-582- 0.37% |
$24K - $26.4K
|
155K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-599- 2.24% |
$24.7K - $27.2K
|
26.1K
$1.69M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-605- 2.39% |
$25K - $27.5K
|
24.7K
$1.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-608- 3.07% |
$25.1K - $27.6K
|
19.2K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-615- 3.89% |
$25.4K - $27.9K
|
15.2K
$984K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-637- 1.0% |
$26.3K - $28.9K
|
63.1K
$4.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-692- 1.13% |
$28.5K - $31.4K
|
60.5K
$3.91M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-807- 0.15% |
$33.3K - $36.7K
|
538K
$34.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-842- 5.36% |
$34.7K - $38.3K
|
14.9K
$962K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-878- 5.24% |
$36.2K - $39.9K
|
15.9K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-934- 0.69% |
$38.5K - $42.4K
|
134K
$8.64M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-952- 1.34% |
$39.3K - $43.2K
|
69.8K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-990- 22.26% |
$40.8K - $45K
|
3.46K
$224K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.13K- 3.34% |
$46.4K - $51.2K
|
32.6K
$2.11M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.14K- 2.02% |
$47.1K - $51.9K
|
55.4K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.16K- 4.15% |
$47.8K - $52.7K
|
26.8K
$1.73M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-1.17K- 12.59% |
$48K - $52.9K
|
8.09K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.27K- 5.78% |
$52.5K - $57.8K
|
20.7K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.35K- 0.2% |
$55.8K - $61.5K
|
689K
$44.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 5.28% |
$57.7K - $63.6K
|
25.1K
$1.62M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.47K- 0.77% |
$60.6K - $66.8K
|
190K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.51K- 0.58% |
$62.4K - $68.7K
|
258K
$16.7M
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.53K- 1.0% |
$63K - $69.4K
|
152K
$9.83M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.59K- 24.17% |
$65.5K - $72.2K
|
4.98K
$323K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.64K- 2.06% |
$67.7K - $74.6K
|
78.1K
$5.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.7K- 1.29% |
$69.9K - $77K
|
129K
$8.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 14.95% |
$70.9K - $78.1K
|
9.78K
$633K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.74K- 16.28% |
$71.8K - $79K
|
8.95K
$579K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.82K- 1.02% |
$75K - $82.6K
|
177K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-1.9K- 2.88% |
$78.4K - $86.3K
|
64K
$4.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.92K- 0.97% |
$79K - $87K
|
196K
$12.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.94K- 23.26% |
$79.9K - $88K
|
6.39K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 1.11% |
$80.6K - $88.8K
|
174K
$11.2M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-2.09K- 6.55% |
$86K - $94.8K
|
29.8K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.29K- 0.88% |
$94.3K - $104K
|
257K
$16.7M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.3K- 9.25% |
$94.8K - $104K
|
22.5K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.45K- 17.42% |
$101K - $111K
|
11.6K
$751K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.46K- 82.26% |
$102K - $112K
|
531
$34.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-2.53K- 13.46% |
$104K - $115K
|
16.3K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2.59K- 74.87% |
$107K - $118K
|
870
$56.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.67K- 16.79% |
$110K - $121K
|
13.2K
$855K
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 3.13% |
$112K - $123K
|
83.9K
$5.43M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.72K- 32.48% |
$112K - $123K
|
5.65K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-2.92K- 0.86% |
$120K - $133K
|
338K
$21.9M
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-3.01K- 2.45% |
$124K - $137K
|
120K
$7.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.36K- 8.15% |
$139K - $153K
|
37.9K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.47K- 2.73% |
$143K - $158K
|
123K
$7.99M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.59K- 8.01% |
$148K - $163K
|
41.2K
$2.67M
|