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 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
10.7K
+ 44.51%
$468K - $515K
34.7K $2.25M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
10.6K
+ 5.4%
$463K - $510K
207K $13.4M
Aug 14, 2023 Q2 2023
Investmark Advisory Group LLC

BUY
 -
9.69K
+ 4.77%
$424K - $466K
213K $13.8M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.13K
+ 1719.59%
$400K - $440K
9.66K $625K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
9.03K
+ 15.28%
$395K - $435K
68.1K $4.41M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
9K
+ 7.36%
$394K - $433K
131K $8.49M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
8.98K
+ 22.82%
$393K - $433K
48.4K $3.13M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
8.92K
+ 46.44%
$391K - $430K
28.1K $1.82M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
8.39K
New
$367K - $404K
8.39K $543K
Jul 18, 2023 Q2 2023
Lvz, Inc.

BUY
 -
8.3K
+ 13.15%
$363K - $400K
71.4K $4.62M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.75K
+ 1.64%
$295K - $325K
418K $27.1M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
6.7K
New
$293K - $323K
6.7K $434K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.65K
+ 0.58%
$247K - $272K
984K $63.7M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.4K
+ 156.06%
$236K - $260K
8.85K $573K
Jul 11, 2023 Q2 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
4.85K
+ 1.1%
$212K - $234K
446K $28.9M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
4.63K
+ 7.81%
$203K - $223K
63.9K $4.14M
Aug 02, 2023 Q2 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
4.5K
New
$197K - $217K
4.5K $291K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.46K
New
$195K - $215K
4.46K $289K
Jul 19, 2023 Q2 2023
Advisors Management Group Inc

BUY
 -
4.39K
New
$192K - $212K
4.39K $284K
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
4.39K
New
$192K - $211K
4.39K $284K
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
4.37K
New
$191K - $210K
4.37K $283K
Aug 02, 2023 Q2 2023
Barnes Pettey Financial Advisors, LLC

BUY
 -
4.31K
New
$188K - $207K
4.31K $279K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
4.3K
New
$188K - $207K
4.3K $279K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
4.23K
New
$185K - $204K
4.23K $274K
Aug 14, 2023 Q2 2023
Front Street Capital Management, Inc.

BUY
 -
4.22K
New
$185K - $203K
4.22K $273K
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.05K
+ 2.33%
$177K - $195K
178K $11.5M
Aug 08, 2023 Q2 2023
Efficient Advisors, LLC

BUY
 -
4.02K
+ 53.98%
$176K - $193K
11.5K $742K
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
4K
New
$175K - $193K
4K $259K
Jul 17, 2023 Q2 2023
Investment Advisory Group, LLC

BUY
 -
3.85K
+ 11.38%
$169K - $185K
37.7K $2.44M
Aug 14, 2023 Q2 2023
Hwg Holdings LP

Houston, TX
BUY
 -
3.82K
New
$167K - $184K
3.82K $247K
Aug 03, 2023 Q2 2023
Tillman Hartley LLC

Orlando, FL
BUY
 -
3.78K
+ 2.14%
$165K - $182K
181K $11.7M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
3.37K
+ 3.29%
$148K - $162K
106K $6.86M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
3.34K
+ 7.67%
$146K - $161K
46.9K $3.03M
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
3.22K
+ 3.54%
$141K - $155K
94.3K $6.1M
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.21K
New
$141K - $155K
3.21K $208K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.89K
+ 0.69%
$126K - $139K
423K $27.3M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.86K
+ 12.67%
$125K - $138K
25.4K $1.64M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
2.8K
New
$123K - $135K
2.8K $181K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
2.74K
+ 3.9%
$120K - $132K
72.9K $4.72M
Aug 07, 2023 Q2 2023
Mc Ilrath & Eck, LLC

BUY
 -
2.66K
New
$116K - $128K
2.66K $172K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
2.65K
+ 1.54%
$116K - $128K
174K $11.3M
Aug 02, 2023 Q2 2023
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
2.49K
+ 10.11%
$109K - $120K
27.1K $1.76M
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2.46K
+ 0.74%
$108K - $118K
333K $21.5M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
2.27K
New
$99.4K - $109K
2.27K $147K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
2.02K
+ 8.05%
$88.5K - $97.3K
27.1K $1.76M
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
2K
+ 3.42%
$87.4K - $96.2K
60.4K $3.91M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
1.82K
New
$79.7K - $87.7K
1.82K $118K
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
1.61K
+ 3.98%
$70.3K - $77.3K
41.9K $2.71M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
1.47K
+ 5.59%
$64.1K - $70.6K
27.7K $1.79M

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