Purchases and Sales Made in Q2 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 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 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-151- 0.03% |
$6.61K - $7.27K
|
458K
$29.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-171- 0.3% |
$7.48K - $8.24K
|
56.5K
$3.66M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-172- 1.8% |
$7.53K - $8.28K
|
9.38K
$607K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175- 1.28% |
$7.66K - $8.43K
|
13.5K
$873K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-185- 1.48% |
$8.1K - $8.91K
|
12.4K
$799K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-211- 2.69% |
$9.24K - $10.2K
|
7.63K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-212- 0.35% |
$9.28K - $10.2K
|
60.3K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-225- 3.19% |
$9.85K - $10.8K
|
6.83K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-248- 2.1% |
$10.9K - $11.9K
|
11.5K
$746K
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-252- 0.95% |
$11K - $12.1K
|
26.2K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-257- 0.01% |
$11.2K - $12.4K
|
2.25M
$146M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-264- 0.62% |
$11.6K - $12.7K
|
42.2K
$2.73M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-328- 0.99% |
$14.4K - $15.8K
|
32.9K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-336- 3.9% |
$14.7K - $16.2K
|
8.29K
$536K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-338- 0.56% |
$14.8K - $16.3K
|
60.3K
$3.9M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-339- 4.19% |
$14.8K - $16.3K
|
7.75K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-340- 1.08% |
$14.9K - $16.4K
|
31.2K
$2.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-378- 0.45% |
$16.5K - $18.2K
|
83.5K
$5.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-436- 3.23% |
$19.1K - $21K
|
13.1K
$846K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 0.35% |
$19.4K - $21.3K
|
126K
$8.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-448- 8.99% |
$19.6K - $21.6K
|
4.54K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-450- 0.63% |
$19.7K - $21.7K
|
70.9K
$4.59M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-460- 23.75% |
$20.1K - $22.2K
|
1.48K
$95.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-460- 23.75% |
$20.1K - $22.2K
|
1.48K
$95.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-470- 0.69% |
$20.6K - $22.6K
|
67.5K
$4.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-499- 1.32% |
$21.8K - $24K
|
37.4K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-510- 0.84% |
$22.3K - $24.6K
|
59.9K
$3.88M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-514- 1.61% |
$22.5K - $24.8K
|
31.3K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-560- 1.15% |
$24.5K - $27K
|
48.1K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-566- 0.22% |
$24.8K - $27.3K
|
251K
$16.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-591- 1.43% |
$25.9K - $28.5K
|
40.6K
$2.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-606- 9.48% |
$26.5K - $29.2K
|
5.79K
$375K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-612- 3.07% |
$26.8K - $29.5K
|
19.3K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-670- 2.4% |
$29.3K - $32.3K
|
27.3K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-685- 1.23% |
$30K - $33K
|
54.8K
$3.55M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-701- 2.62% |
$30.7K - $33.8K
|
26.1K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-717- 2.92% |
$31.4K - $34.5K
|
23.9K
$1.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-757- 0.66% |
$33.1K - $36.5K
|
115K
$7.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-787- 2.91% |
$34.4K - $37.9K
|
26.2K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-855- 0.9% |
$37.4K - $41.2K
|
93.7K
$6.06M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-875- 8.09% |
$38.3K - $42.1K
|
9.94K
$643K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-913- 10.21% |
$40K - $44K
|
8.03K
$520K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-916- 0.48% |
$40.1K - $44.1K
|
189K
$12.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-955- 0.74% |
$41.8K - $46K
|
128K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-975- 7.74% |
$42.7K - $47K
|
11.6K
$752K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.05K- 54.99% |
$46K - $50.7K
|
861
$55.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.15K- 1.09% |
$50.1K - $55.1K
|
104K
$6.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.15K- 2.65% |
$50.5K - $55.5K
|
42.4K
$2.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.2K- 5.78% |
$52.5K - $57.7K
|
19.5K
$1.26M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.25K- 1.33% |
$54.9K - $60.4K
|
93.1K
$6.03M
|