Purchases and Sales Made in Q3 2022 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 2022. 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
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
310K
+ 83.07%
$12M - $14.4M
684K $44.3M
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
206K
New
$7.98M - $9.57M
206K $13.3M
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
BUY
 -
198K
+ 110.8%
$7.7M - $9.23M
377K $24.4M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
170K
+ 2.89%
$6.6M - $7.91M
6.06M $392M
Oct 26, 2022 Q3 2022
Ml & R Wealth Management LLC

BUY
 -
168K
+ 8.45%
$6.54M - $7.84M
2.16M $140M
Oct 24, 2022 Q3 2022
Stratos Wealth Partners, Ltd.

BUY
 -
138K
+ 207.28%
$5.34M - $6.41M
204K $13.2M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
136K
New
$5.26M - $6.32M
136K $8.78M
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
135K
+ 55.57%
$5.23M - $6.27M
377K $24.4M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
130K
+ 13.01%
$5.03M - $6.04M
1.13M $72.9M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
115K
+ 17.74%
$4.48M - $5.37M
765K $49.5M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
101K
+ 10.96%
$3.9M - $4.68M
1.02M $65.9M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
79.7K
+ 10.04%
$3.09M - $3.71M
874K $56.6M
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
74K
+ 106.81%
$2.87M - $3.45M
143K $9.28M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
68.3K
+ 133.17%
$2.65M - $3.18M
120K $7.74M
Nov 04, 2022 Q3 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
65K
New
$2.52M - $3.03M
65K $4.21M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
62.7K
+ 1.2%
$2.43M - $2.92M
5.29M $343M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
56.7K
+ 5.61%
$2.2M - $2.64M
1.07M $69.1M
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
54K
+ 2.63%
$2.1M - $2.51M
2.1M $136M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
47.7K
+ 282.26%
$1.85M - $2.22M
64.6K $4.18M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
46.6K
New
$1.81M - $2.17M
46.6K $3.02M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
43.3K
New
$1.68M - $2.02M
43.3K $2.8M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
42.3K
+ 15.42%
$1.64M - $1.97M
316K $20.5M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
41.9K
+ 38.65%
$1.63M - $1.95M
150K $9.74M
Nov 10, 2022 Q3 2022
Warwick Investment Management, Inc.

BUY
 -
35.6K
+ 10.09%
$1.38M - $1.66M
389K $25.2M
Oct 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
35K
New
$1.36M - $1.63M
35K $2.27M
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

BUY
 -
34.7K
+ 12.44%
$1.35M - $1.62M
314K $20.3M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
32.3K
+ 9.94%
$1.25M - $1.5M
357K $23.1M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
31.7K
+ 18.25%
$1.23M - $1.48M
206K $13.3M
Oct 18, 2022 Q3 2022
Olio Financial Planning

BUY
 -
29K
+ 49.71%
$1.13M - $1.35M
87.3K $5.65M
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
28.7K
+ 11.72%
$1.12M - $1.34M
274K $17.7M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
27K
+ 21.28%
$1.05M - $1.26M
154K $9.94M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
24.7K
+ 17.2%
$960K - $1.15M
169K $10.9M
Nov 14, 2022 Q3 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
24.6K
+ 115.63%
$956K - $1.15M
45.9K $2.97M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
22.9K
New
$888K - $1.06M
22.9K $1.48M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
22.7K
+ 4.33%
$882K - $1.06M
547K $35.4M
Nov 14, 2022 Q3 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
21.3K
+ 8.87%
$827K - $992K
261K $16.9M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
21K
+ 41.34%
$815K - $977K
71.7K $4.64M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
19.5K
+ 206.33%
$755K - $906K
28.9K $1.87M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
18K
+ 23.43%
$698K - $837K
94.7K $6.13M
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
17.2K
+ 0.3%
$667K - $800K
5.71M $370M
Nov 14, 2022 Q3 2022
Investmark Advisory Group LLC

BUY
 -
16.9K
+ 9.75%
$654K - $785K
190K $12.3M
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
15.9K
New
$617K - $740K
15.9K $1.03M
Nov 10, 2022 Q3 2022
Cadence Bank

Tupelo, MS
BUY
 -
15.8K
New
$614K - $736K
15.8K $1.02M
Oct 07, 2022 Q3 2022
Austin Asset Management CO Inc

BUY
 -
14.5K
+ 2.0%
$563K - $675K
740K $47.9M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
14K
+ 1.14%
$544K - $653K
1.25M $80.6M
Oct 21, 2022 Q3 2022
Market Street Wealth Management Advisors LLC

BUY
 -
13.4K
+ 30.43%
$520K - $624K
57.4K $3.72M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.4K
+ 88.38%
$482K - $579K
26.5K $1.71M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
12.2K
+ 45.25%
$472K - $566K
39K $2.53M
Oct 14, 2022 Q3 2022
Disciplined Equity Management, Inc.

BUY
 -
11.6K
+ 2.67%
$449K - $538K
445K $28.8M

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