Purchases and Sales Made in Q2 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 Q2 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
Aug 01, 2023 Q2 2023
Avestar Capital, LLC

BUY
 -
344K
+ 2113.34%
$15M - $16.6M
360K $23.3M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
262K
+ 61.24%
$11.5M - $12.6M
690K $44.7M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
238K
+ 36.57%
$10.4M - $11.5M
888K $57.5M
Jul 25, 2023 Q2 2023
Crown Wealth Group, LLC

BUY
 -
222K
New
$9.73M - $10.7M
222K $14.4M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
151K
+ 46.29%
$6.6M - $7.27M
477K $30.9M
Jul 07, 2023 Q2 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
142K
+ 12.46%
$6.21M - $6.83M
1.28M $82.8M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
119K
+ 64.73%
$5.21M - $5.73M
303K $19.6M
Jul 31, 2023 Q2 2023
G2 Capital Management, LLC

Columbus, OH
BUY
 -
112K
+ 7.36%
$4.92M - $5.42M
1.64M $106M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
110K
+ 11.96%
$4.82M - $5.3M
1.03M $66.7M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
107K
+ 74.94%
$4.7M - $5.17M
251K $16.2M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
94.6K
+ 56.76%
$4.14M - $4.56M
261K $16.9M
Aug 09, 2023 Q2 2023
Rs Crum Inc.

BUY
 -
90.6K
+ 33.04%
$3.96M - $4.36M
365K $23.6M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
79.1K
+ 31.07%
$3.46M - $3.81M
334K $21.6M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
67.5K
+ 27.0%
$2.95M - $3.25M
317K $20.5M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

BUY
 -
66.4K
+ 17.45%
$2.91M - $3.2M
447K $28.9M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
65.3K
+ 19.11%
$2.86M - $3.14M
407K $26.3M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
56.8K
+ 20.12%
$2.48M - $2.73M
339K $21.9M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
53.9K
+ 4.57%
$2.36M - $2.59M
1.23M $79.8M
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
50.3K
+ 6.78%
$2.2M - $2.42M
792K $51.3M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
48.6K
+ 5.01%
$2.13M - $2.34M
1.02M $66M
Aug 11, 2023 Q2 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
48.5K
+ 11.64%
$2.12M - $2.34M
466K $30.1M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
48.4K
+ 25.16%
$2.12M - $2.33M
241K $15.6M
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
47.7K
New
$2.09M - $2.3M
47.7K $3.08M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
46.6K
+ 3.62%
$2.04M - $2.24M
1.33M $86.3M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
45.3K
+ 443.83%
$1.98M - $2.18M
55.5K $3.59M
Jul 13, 2023 Q2 2023
Flagstone Financial Management

Lincoln, NE
BUY
 -
43.5K
+ 3.96%
$1.9M - $2.09M
1.14M $73.8M
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

BUY
 -
43.1K
+ 28.92%
$1.89M - $2.07M
192K $12.4M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
33.8K
+ 16.87%
$1.48M - $1.63M
234K $15.1M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
31K
+ 2.92%
$1.36M - $1.49M
1.09M $70.7M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
29.9K
+ 228.32%
$1.31M - $1.44M
43K $2.78M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
28.3K
+ 5.27%
$1.24M - $1.36M
566K $36.6M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
26.3K
+ 33.05%
$1.15M - $1.27M
106K $6.86M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
24.8K
+ 3.26%
$1.09M - $1.2M
786K $50.9M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
22.5K
+ 5.93%
$985K - $1.08M
402K $26M
Jul 28, 2023 Q2 2023
Independent Advisor Alliance

BUY
 -
22.5K
+ 176.25%
$985K - $1.08M
35.3K $2.28M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
22K
+ 5.84%
$965K - $1.06M
399K $25.8M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
21.9K
+ 5.47%
$960K - $1.06M
423K $27.4M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
19.8K
+ 11.87%
$867K - $953K
187K $12.1M
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
19.6K
+ 14.96%
$860K - $946K
151K $9.77M
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
17.7K
+ 82.44%
$776K - $854K
39.3K $2.54M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
17.7K
+ 1.24%
$773K - $850K
1.44M $93.5M
Aug 01, 2023 Q2 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
17.5K
+ 8.01%
$768K - $845K
237K $15.3M
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
17.3K
+ 1.06%
$758K - $834K
1.66M $107M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
16.6K
+ 5.52%
$727K - $800K
318K $20.6M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
16K
+ 19.22%
$700K - $770K
99.1K $6.42M
Aug 02, 2023 Q2 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
15.9K
+ 1.95%
$694K - $763K
828K $53.6M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
15.1K
+ 0.87%
$663K - $729K
1.75M $113M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
14.5K
+ 18.6%
$636K - $700K
92.6K $5.99M
Aug 07, 2023 Q2 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
10.8K
+ 5.22%
$472K - $520K
217K $14.1M

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