Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.44M+ 8015.5% |
$113M - $122M
|
2.47M
$160M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.44M+ 6954.08% |
$66.4M - $71.6M
|
1.46M
$94.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.28M+ 1117.59% |
$59.4M - $64M
|
1.4M
$90.5M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
846K+ 236.56% |
$39.1M - $42.2M
|
1.2M
$77.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
387K+ 7868.42% |
$17.9M - $19.3M
|
392K
$25.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
318KNew |
$14.7M - $15.9M
|
318K
$20.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
278K+ 144.54% |
$12.8M - $13.8M
|
470K
$30.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
254K+ 28.56% |
$11.7M - $12.7M
|
1.14M
$73.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
242K+ 59.61% |
$11.2M - $12.1M
|
649K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
213K+ 6.07% |
$9.88M - $10.6M
|
3.73M
$241M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
199K+ 62.63% |
$9.21M - $9.93M
|
517K
$33.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
188K+ 14.71% |
$8.71M - $9.39M
|
1.47M
$95M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
186K+ 3.55% |
$8.62M - $9.29M
|
5.44M
$352M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
173KNew |
$8M - $8.62M
|
173K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
135K+ 57.77% |
$6.26M - $6.74M
|
369K
$23.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
129K+ 24.3% |
$5.98M - $6.44M
|
661K
$42.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
126KNew |
$5.84M - $6.29M
|
126K
$8.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
122K+ 50.8% |
$5.66M - $6.1M
|
363K
$23.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
103KNew |
$4.77M - $5.14M
|
103K
$6.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
81.3K+ 31.1% |
$3.76M - $4.05M
|
343K
$22.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
81K+ 7.1% |
$3.75M - $4.04M
|
1.22M
$79.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
80.1K+ 694.82% |
$3.71M - $4M
|
91.7K
$5.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.1K+ 12.38% |
$3.24M - $3.49M
|
636K
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
52.1K+ 11.67% |
$2.41M - $2.6M
|
499K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
48.7K+ 141.17% |
$2.26M - $2.43M
|
83.3K
$5.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.1K+ 9.67% |
$2.13M - $2.3M
|
523K
$33.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.9K+ 4.5% |
$2.12M - $2.29M
|
1.07M
$68.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
44.5K+ 126.02% |
$2.06M - $2.22M
|
79.7K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
40.6K+ 8.72% |
$1.88M - $2.03M
|
506K
$32.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
39.7K+ 15.82% |
$1.84M - $1.98M
|
291K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
39.4K+ 57.8% |
$1.82M - $1.96M
|
107K
$6.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
38.7K+ 17.43% |
$1.79M - $1.93M
|
261K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
38.1K+ 10.44% |
$1.76M - $1.9M
|
403K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.7K+ 131.01% |
$1.65M - $1.78M
|
63K
$4.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
34.9K+ 0.58% |
$1.61M - $1.74M
|
6.01M
$389M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
32.2K+ 3.13% |
$1.49M - $1.61M
|
1.06M
$68.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
30.4KNew |
$1.41M - $1.52M
|
30.4K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29.1K+ 10.45% |
$1.35M - $1.45M
|
307K
$19.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
28.1KNew |
$1.3M - $1.4M
|
28.1K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 2.5% |
$1.26M - $1.36M
|
1.12M
$72.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.8K+ 2.62% |
$1.19M - $1.29M
|
1.01M
$65.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.9K+ 13.37% |
$1.15M - $1.24M
|
212K
$13.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24.6KNew |
$1.14M - $1.23M
|
24.6K
$1.59M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
22.3KNew |
$1.03M - $1.11M
|
22.3K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.2K+ 0.99% |
$1.03M - $1.11M
|
2.27M
$147M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21.8KNew |
$1.01M - $1.09M
|
21.8K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
21.7K+ 2.76% |
$1M - $1.08M
|
808K
$52.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
21.2KNew |
$981K - $1.06M
|
21.2K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
19.2K+ 1.56% |
$890K - $959K
|
1.25M
$81.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
18.5K+ 10.63% |
$857K - $923K
|
193K
$12.5M
|