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
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 0.89% |
$453K - $498K
|
1.15M
$74.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.6K- 8.69% |
$508K - $559K
|
122K
$7.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13.4K- 19.21% |
$586K - $645K
|
56.3K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-13.4K- 2.03% |
$586K - $645K
|
646K
$41.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-14.8K- 0.25% |
$647K - $712K
|
5.97M
$386M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.9K- 0.85% |
$651K - $716K
|
1.74M
$113M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-15.1K- 16.42% |
$659K - $725K
|
76.6K
$4.96M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.5K- 1.26% |
$678K - $746K
|
1.22M
$78.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-16.5K- 35.96% |
$723K - $796K
|
29.4K
$1.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-20.5K- 7.92% |
$896K - $986K
|
238K
$15.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-21.7K- 0.93% |
$951K - $1.05M
|
2.32M
$150M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.3K- 0.51% |
$976K - $1.07M
|
4.39M
$284M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 1.57% |
$999K - $1.1M
|
1.43M
$92.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.1K- 64.55% |
$1.01M - $1.11M
|
12.7K
$821K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.4K- 56.11% |
$1.15M - $1.27M
|
20.6K
$1.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-28.3K- 2.29% |
$1.24M - $1.36M
|
1.21M
$78.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.7K- 10.23% |
$1.39M - $1.53M
|
278K
$18M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-33.4K- 34.58% |
$1.46M - $1.61M
|
63.3K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-42.6K- 70.46% |
$1.86M - $2.05M
|
17.8K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-43.1K- 6.18% |
$1.89M - $2.08M
|
655K
$42.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48.4K- 4.15% |
$2.12M - $2.33M
|
1.12M
$72.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-58.6K- 1.1% |
$2.56M - $2.82M
|
5.25M
$340M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-71.5K- 1.28% |
$3.13M - $3.44M
|
5.53M
$358M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-77.3K- 7.62% |
$3.38M - $3.72M
|
937K
$60.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85.9K- 2.38% |
$3.76M - $4.14M
|
3.52M
$228M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-125K- 80.41% |
$5.47M - $6.02M
|
30.4K
$1.97M
|