Purchases and Sales Made in Q3 2021 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-250- 10.86% |
$11.6K - $12.4K
|
2.05K
$133K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-288- 0.23% |
$13.4K - $14.3K
|
125K
$8.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-303- 1.38% |
$14.1K - $15.1K
|
21.7K
$1.41M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-309- 17.8% |
$14.4K - $15.4K
|
1.43K
$92.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-385- 0.73% |
$17.9K - $19.1K
|
52.1K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-460- 6.38% |
$21.4K - $22.9K
|
6.75K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-520- 1.86% |
$24.2K - $25.8K
|
27.5K
$1.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-536- 10.9% |
$24.9K - $26.6K
|
4.38K
$283K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-603- 4.47% |
$28K - $30K
|
12.9K
$833K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-672- 4.79% |
$31.2K - $33.4K
|
13.4K
$864K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-711Closed |
$33K - $35.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-738- 0.83% |
$34.3K - $36.7K
|
88.2K
$5.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-838- 8.06% |
$39K - $41.6K
|
9.56K
$618K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-880- 0.62% |
$40.9K - $43.7K
|
141K
$9.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-884- 14.91% |
$41.1K - $43.9K
|
5.05K
$326K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-976- 0.97% |
$45.4K - $48.5K
|
99.9K
$6.46M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-990- 5.48% |
$46K - $49.2K
|
17.1K
$1.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.13K- 0.9% |
$52.6K - $56.2K
|
124K
$8.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.31K- 1.37% |
$60.7K - $64.9K
|
93.6K
$6.06M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.44K- 2.12% |
$66.9K - $71.5K
|
66.3K
$4.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-1.45K- 5.02% |
$67.4K - $72.1K
|
27.4K
$1.77M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.71K- 1.86% |
$79.6K - $85.1K
|
90.5K
$5.85M
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.81K- 1.34% |
$83.9K - $89.7K
|
133K
$8.59M
|
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.88K- 1.04% |
$87.3K - $93.4K
|
179K
$11.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-2.16K- 31.52% |
$100K - $107K
|
4.69K
$303K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.3KClosed |
$107K - $115K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.38K- 9.22% |
$111K - $118K
|
23.5K
$1.52M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.51K- 14.03% |
$117K - $125K
|
15.4K
$996K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.8K- 0.34% |
$130K - $139K
|
810K
$52.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.25K- 15.22% |
$151K - $161K
|
18.1K
$1.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-3.37KClosed |
$157K - $167K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.51K- 15.88% |
$163K - $174K
|
18.6K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.7K- 0.23% |
$172K - $184K
|
1.62M
$105M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.77K- 3.67% |
$175K - $188K
|
99K
$6.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.2K- 26.17% |
$195K - $209K
|
11.8K
$766K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.37KClosed |
$203K - $217K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.67K- 2.38% |
$217K - $232K
|
191K
$12.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-5.32KClosed |
$247K - $264K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.09K- 0.48% |
$283K - $302K
|
1.26M
$81.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6.52K- 50.24% |
$303K - $324K
|
6.46K
$418K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-6.8K- 36.36% |
$316K - $338K
|
11.9K
$770K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.17K- 4.14% |
$333K - $356K
|
166K
$10.7M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.1K- 5.77% |
$376K - $402K
|
132K
$8.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-9.74K- 0.85% |
$453K - $484K
|
1.13M
$73.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 15.26% |
$505K - $539K
|
60.3K
$3.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.3KClosed |
$527K - $563K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-11.6KClosed |
$538K - $575K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.9K- 1.03% |
$555K - $593K
|
1.15M
$74.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-16.8KClosed |
$779K - $833K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-18.4KClosed |
$857K - $916K
|
0
$0
|