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 10, 2022 Q3 2022
Forum Private Client Group LLC

BUY
 -
1.42K
+ 8.78%
$55K - $66K
17.6K $1.14M
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
1.41K
+ 4.41%
$54.7K - $65.6K
33.3K $2.16M
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
1.18K
+ 0.89%
$45.9K - $55.1K
134K $8.69M
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
1.15K
New
$44.4K - $53.3K
1.15K $74.1K
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
1.13K
+ 23.57%
$43.8K - $52.6K
5.92K $383K
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
1.04K
+ 3.34%
$40.4K - $48.5K
32.2K $2.08M
Oct 09, 2024 Q3 2022
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
1.01K
+ 11.36%
$39.1K - $46.9K
9.88K $640K
Oct 06, 2022 Q3 2022
Dbk Financial Counsel, LLC

BUY
 -
820
+ 10.41%
$31.8K - $38.2K
8.7K $563K
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
800
+ 1.58%
$31.1K - $37.3K
51.4K $3.33M
Oct 21, 2022 Q3 2022
Annapolis Financial Services, LLC

BUY
 -
695
+ 1.65%
$27K - $32.4K
42.7K $2.77M
Nov 08, 2022 Q3 2022
Private Management Group Inc

BUY
 -
608
+ 8.19%
$23.6K - $28.3K
8.03K $520K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
533
+ 0.85%
$20.7K - $24.8K
63.1K $4.08M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
505
+ 3.01%
$19.6K - $23.5K
17.3K $1.12M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
455
+ 0.31%
$17.7K - $21.2K
145K $9.39M
Nov 02, 2022 Q3 2022
Bayshore Asset Management, LLC

BUY
 -
347
+ 0.29%
$13.5K - $16.2K
122K $7.89M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
340
+ 27.87%
$13.2K - $15.8K
1.56K $101K
Nov 14, 2022 Q3 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
300
+ 2.84%
$11.6K - $14K
10.9K $704K
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
295
+ 0.8%
$11.5K - $13.7K
37.3K $2.41M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
230
+ 0.25%
$8.93K - $10.7K
91K $5.89M
Nov 08, 2022 Q3 2022
Efficient Advisors, LLC

BUY
 -
216
+ 1.95%
$8.39K - $10.1K
11.3K $731K
Nov 02, 2022 Q3 2022
Kraft Asset Management, LLC

BUY
 -
187
+ 0.18%
$7.26K - $8.71K
104K $6.75M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
157
+ 0.39%
$6.09K - $7.31K
40.4K $2.62M
Nov 09, 2022 Q3 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
149
+ 0.3%
$5.78K - $6.94K
49.8K $3.22M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
148
+ 0.01%
$5.75K - $6.89K
1.6M $103M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

BUY
 -
134
+ 0.37%
$5.2K - $6.24K
36.3K $2.35M
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
127
+ 0.4%
$4.93K - $5.91K
32.1K $2.07M
Feb 06, 2023 Q3 2022
Private Management Group Inc

BUY
 -
118
+ 1.49%
$4.58K - $5.5K
8.03K $520K
Feb 06, 2023 Q3 2022
Private Management Group Inc

BUY
 -
118
+ 1.49%
$4.58K - $5.5K
8.03K $520K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
116
+ 3.95%
$4.5K - $5.4K
3.06K $198K
Oct 11, 2022 Q3 2022
Marcum Wealth, LLC

BUY
 -
99
+ 0.39%
$3.84K - $4.61K
25.2K $1.63M
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
96
+ 0.39%
$3.73K - $4.47K
24.6K $1.59M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
81
+ 0.39%
$3.14K - $3.77K
20.6K $1.33M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
69
+ 0.39%
$2.68K - $3.21K
17.9K $1.16M
Oct 12, 2022 Q3 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
69
+ 0.4%
$2.68K - $3.21K
17.4K $1.13M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
67
+ 0.37%
$2.6K - $3.12K
18K $1.16M
Nov 08, 2022 Q3 2022
Sp Asset Management

BUY
 -
60
+ 0.4%
$2.33K - $2.79K
15.1K $978K
Oct 20, 2022 Q3 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
50
+ 0.39%
$1.94K - $2.33K
12.8K $831K
Nov 10, 2022 Q3 2022
Silicon Valley Capital Partners

BUY
 -
49
+ 0.39%
$1.9K - $2.28K
12.6K $815K
Nov 14, 2022 Q3 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
49
+ 0.39%
$1.9K - $2.28K
12.6K $815K
Nov 14, 2022 Q3 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
47
+ 0.4%
$1.82K - $2.19K
11.8K $767K
Oct 18, 2022 Q3 2022
Wealthpoint, LLC

BUY
 -
39
+ 0.07%
$1.51K - $1.82K
55.4K $3.59M
Nov 07, 2022 Q3 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
37
+ 0.29%
$1.44K - $1.72K
12.7K $824K
Oct 21, 2022 Q3 2022
Beacon Financial Advisory LLC

BUY
 -
35
+ 0.4%
$1.36K - $1.63K
8.84K $572K
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
33
+ 0.16%
$1.28K - $1.54K
20.9K $1.35M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
29
+ 0.05%
$1.13K - $1.35K
59.2K $3.83M
Oct 24, 2022 Q3 2022
Bka Wealth Consulting, Inc.

BUY
 -
29
+ 0.39%
$1.13K - $1.35K
7.46K $483K
Nov 04, 2022 Q3 2022
Winthrop Advisory Group LLC

BUY
 -
29
+ 0.11%
$1.13K - $1.35K
27.2K $1.76M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
25
+ 0.4%
$971 - $1.16K
6.3K $408K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
22
+ 0.21%
$854 - $1.02K
10.5K $680K

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