Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
574K
New
$26.7M - $28.5M
574K $37.6M
Feb 15, 2022 Q3 2021
Awm Capital, LLC

BUY
 -
404K
New
$18.8M - $20.1M
404K $26.4M
Oct 08, 2021 Q3 2021
Hurlow Wealth Management Group, Inc.

BUY
 -
345K
New
$16M - $17.2M
345K $22.6M
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

BUY
 -
270K
New
$12.6M - $13.4M
270K $17.7M
Oct 06, 2021 Q3 2021
Hemington Wealth Management

BUY
 -
225K
New
$10.5M - $11.2M
225K $14.7M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
201K
+ 25.86%
$9.34M - $9.99M
978K $64M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
177K
+ 477.66%
$8.22M - $8.79M
214K $14M
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
159K
+ 3.0%
$7.41M - $7.93M
5.48M $359M
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
137K
New
$6.36M - $6.8M
137K $8.96M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
125K
+ 40.22%
$5.81M - $6.22M
436K $28.5M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
80.6K
New
$3.74M - $4M
80.6K $5.27M
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
79.8K
New
$3.71M - $3.97M
79.8K $5.22M
Oct 22, 2021 Q3 2021
Relaxing Retirement Coach

BUY
 -
69.8K
+ 27.45%
$3.24M - $3.47M
324K $21.2M
Nov 10, 2021 Q3 2021
Financial Council Asset Management Inc

BUY
 -
56.6K
New
$2.63M - $2.81M
56.6K $3.7M
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
56.5K
+ 20.66%
$2.63M - $2.81M
330K $21.6M
Mar 17, 2022 Q3 2021
Retirement Solution Inc.

BUY
 -
49.1K
+ 10.83%
$2.28M - $2.44M
503K $32.9M
Nov 12, 2021 Q3 2021
Assetmark, Inc

BUY
 -
34.9K
+ 4.64%
$1.62M - $1.73M
786K $51.5M
Oct 28, 2021 Q3 2021
Truepoint, Inc.

BUY
 -
34.3K
New
$1.6M - $1.71M
34.3K $2.25M
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
32.4K
New
$1.51M - $1.61M
32.4K $2.12M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
31.8K
+ 186.86%
$1.48M - $1.58M
48.8K $3.19M
Nov 15, 2021 Q3 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
30.4K
New
$1.41M - $1.51M
30.4K $1.99M
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
BUY
 -
30.3K
+ 255.61%
$1.41M - $1.51M
42.2K $2.76M
Oct 20, 2021 Q3 2021
Safeguard Investment Advisory Group, LLC

BUY
 -
30.2K
+ 272.39%
$1.4M - $1.5M
41.2K $2.7M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
29.4K
New
$1.37M - $1.46M
29.4K $1.93M
Nov 04, 2021 Q3 2021
Independent Wealth Network Inc.

BUY
 -
28.2K
New
$1.31M - $1.4M
28.2K $1.85M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
28.1K
New
$1.31M - $1.4M
28.1K $1.84M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
27.7K
+ 7.61%
$1.29M - $1.38M
392K $25.7M
Oct 13, 2021 Q3 2021
Five Oceans Advisors

BUY
 -
25.4K
New
$1.18M - $1.26M
25.4K $1.66M
Nov 01, 2021 Q3 2021
Advisory Services & Investments, LLC

BUY
 -
25K
New
$1.16M - $1.24M
25K $1.64M
Nov 15, 2021 Q3 2021
Acorn Financial Advisory Services Inc

BUY
 -
22.7K
New
$1.06M - $1.13M
22.7K $1.49M
Nov 03, 2021 Q3 2021
Sloy Dahl & Holst, LLC

BUY
 -
22.4K
New
$1.04M - $1.11M
22.4K $1.47M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
22.4K
+ 1.94%
$1.04M - $1.11M
1.18M $77.2M
Nov 09, 2021 Q3 2021
55 I, LLC

Boston, MA
BUY
 -
20.3K
+ 19.44%
$943K - $1.01M
125K $8.16M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
20K
New
$931K - $995K
20K $1.31M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.6K
+ 2.35%
$909K - $972K
851K $55.7M
Nov 15, 2021 Q3 2021
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
18.6K
New
$866K - $926K
18.6K $1.22M
Nov 02, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
18.5K
New
$859K - $919K
18.5K $1.21M
Oct 27, 2021 Q3 2021
Brightworth

BUY
 -
16.7K
New
$777K - $830K
16.7K $1.09M
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

BUY
 -
15.1K
New
$702K - $751K
15.1K $988K
Oct 28, 2021 Q3 2021
Sp Asset Management

BUY
 -
14.9K
New
$693K - $741K
14.9K $975K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
14.7K
+ 16.45%
$681K - $728K
104K $6.79M
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
13.7K
+ 1.75%
$637K - $681K
795K $52M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
13.5K
New
$627K - $671K
13.5K $883K
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
13.1K
New
$607K - $649K
13.1K $855K
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
13K
New
$602K - $644K
13K $848K
Nov 03, 2021 Q3 2021
Camden Capital, LLC

BUY
 -
12.1K
New
$563K - $602K
12.1K $793K
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
11.6K
+ 172.08%
$541K - $578K
18.4K $1.2M
Nov 15, 2021 Q3 2021
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
11.3K
New
$527K - $563K
11.3K $742K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
11.1K
+ 56.82%
$517K - $552K
30.7K $2.01M

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