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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.27K- 4.7% |
$55.5K - $61K
|
25.7K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.29K- 4.33% |
$56.3K - $62K
|
28.5K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.35K- 4.15% |
$59.2K - $65.2K
|
31.2K
$2.02M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.37K- 8.94% |
$60.1K - $66.1K
|
14K
$905K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.49K- 0.21% |
$65.3K - $71.9K
|
705K
$45.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.5K- 2.45% |
$65.6K - $72.1K
|
59.6K
$3.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.59K- 23.02% |
$69.4K - $76.3K
|
5.3K
$343K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.61K- 3.52% |
$70.3K - $77.4K
|
44.1K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.61K- 1.35% |
$70.6K - $77.7K
|
118K
$7.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.62K- 0.48% |
$70.7K - $77.8K
|
337K
$21.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.78K- 1.09% |
$77.8K - $85.6K
|
162K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.82K- 3.87% |
$79.7K - $87.7K
|
45.3K
$2.93M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.91KClosed |
$83.7K - $92.1K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.94K- 0.37% |
$84.8K - $93.3K
|
515K
$33.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.99K- 1.79% |
$86.9K - $95.6K
|
109K
$7.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.08K- 1.29% |
$91.2K - $100K
|
159K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 1.72% |
$92.8K - $102K
|
121K
$7.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.42K- 4.97% |
$106K - $116K
|
46.2K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.45K- 4.94% |
$107K - $118K
|
47.2K
$3.06M
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-2.62K- 1.15% |
$115K - $126K
|
224K
$14.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.7K- 1.05% |
$118K - $130K
|
255K
$16.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.85K- 5.23% |
$125K - $137K
|
51.6K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.87K- 11.03% |
$126K - $138K
|
23.2K
$1.5M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-2.88K- 1.22% |
$126K - $139K
|
232K
$15M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.18K- 2.09% |
$139K - $153K
|
149K
$9.63M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.23K- 42.89% |
$141K - $155K
|
4.29K
$278K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.23K- 5.4% |
$141K - $156K
|
56.6K
$3.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.62K- 3.11% |
$158K - $174K
|
113K
$7.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.66K- 5.24% |
$160K - $176K
|
66.2K
$4.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.79K- 1.27% |
$166K - $183K
|
295K
$19.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.83K- 0.77% |
$167K - $184K
|
493K
$31.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-3.85K- 0.68% |
$168K - $185K
|
564K
$36.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.35K- 20.98% |
$190K - $209K
|
16.4K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.61K- 0.78% |
$202K - $222K
|
587K
$38M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-4.89K- 1.81% |
$214K - $235K
|
264K
$17.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.02K- 33.81% |
$220K - $242K
|
9.83K
$636K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5.68K- 4.49% |
$249K - $274K
|
121K
$7.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-5.76K- 38.99% |
$252K - $277K
|
9.01K
$583K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-5.85K- 3.07% |
$256K - $282K
|
185K
$12M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.87K- 9.24% |
$257K - $283K
|
57.6K
$3.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.35K- 14.42% |
$278K - $306K
|
37.7K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-6.89K- 2.39% |
$301K - $332K
|
281K
$18.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.94K- 2.0% |
$304K - $334K
|
341K
$22.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.2K- 1.13% |
$315K - $347K
|
631K
$40.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.54K- 97.05% |
$330K - $363K
|
229
$14.8K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.76K- 9.28% |
$339K - $374K
|
75.8K
$4.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7.76K- 16.07% |
$340K - $374K
|
40.6K
$2.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8.73K- 0.91% |
$382K - $420K
|
952K
$61.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-9.32K- 16.49% |
$408K - $449K
|
47.2K
$3.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.63K- 85.48% |
$421K - $464K
|
1.64K
$106K
|