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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-18- 1.71% |
$833 - $898
|
1.04K
$67.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-27- 13.64% |
$1.25K - $1.35K
|
171
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40- 0.9% |
$1.85K - $1.99K
|
4.42K
$286K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-48- 0.51% |
$2.22K - $2.39K
|
9.33K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-57- 2.51% |
$2.64K - $2.84K
|
2.21K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 0.44% |
$2.78K - $2.99K
|
13.5K
$876K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62- 0.46% |
$2.87K - $3.09K
|
13.4K
$869K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-72- 0.63% |
$3.33K - $3.59K
|
11.4K
$740K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-82- 0.32% |
$3.8K - $4.09K
|
25.6K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-95- 1.71% |
$4.4K - $4.74K
|
5.46K
$353K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-101- 0.57% |
$4.68K - $5.04K
|
17.7K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-103- 0.57% |
$4.77K - $5.14K
|
18K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-104- 0.55% |
$4.81K - $5.19K
|
18.8K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-106- 0.34% |
$4.91K - $5.29K
|
31.1K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-113- 1.58% |
$5.23K - $5.64K
|
7.03K
$455K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-126- 1.88% |
$5.83K - $6.28K
|
6.57K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-148- 0.06% |
$6.85K - $7.38K
|
251K
$16.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-150- 2.83% |
$6.94K - $7.48K
|
5.15K
$333K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-157- 0.5% |
$7.27K - $7.83K
|
31.1K
$2.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-167- 0.72% |
$7.73K - $8.33K
|
23K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-180- 1.33% |
$8.33K - $8.98K
|
13.4K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-203- 3.95% |
$9.4K - $10.1K
|
4.94K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-211- 24.25% |
$9.77K - $10.5K
|
659
$42.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-225- 8.38% |
$10.4K - $11.2K
|
2.46K
$159K
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-226- 3.9% |
$10.5K - $11.3K
|
5.56K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-242- 1.41% |
$11.2K - $12.1K
|
16.9K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-250- 4.99% |
$11.6K - $12.5K
|
4.76K
$308K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-315- 0.57% |
$14.6K - $15.7K
|
55.3K
$3.58M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-315- 1.21% |
$14.6K - $15.7K
|
25.8K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-339- 0.92% |
$15.7K - $16.9K
|
36.6K
$2.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Private Management Group Inc
|
SELL
|
- |
-343- 4.33% |
$15.9K - $17.1K
|
7.57K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-351- 3.06% |
$16.2K - $17.5K
|
11.1K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-375- 3.48% |
$17.4K - $18.7K
|
10.4K
$672K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-384- 0.79% |
$17.8K - $19.2K
|
48K
$3.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-410- 4.17% |
$19K - $20.4K
|
9.42K
$610K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-414- 0.08% |
$19.2K - $20.6K
|
515K
$33.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-428- 4.64% |
$19.8K - $21.3K
|
8.79K
$569K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-451- 1.83% |
$20.9K - $22.5K
|
24.2K
$1.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-456- 0.76% |
$21.1K - $22.7K
|
59.4K
$3.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-460- 3.52% |
$21.3K - $22.9K
|
12.6K
$816K
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-480- 5.62% |
$22.2K - $23.9K
|
8.06K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-491- 1.02% |
$22.7K - $24.5K
|
47.7K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-517- 7.57% |
$23.9K - $25.8K
|
6.31K
$409K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-528- 6.57% |
$24.4K - $26.3K
|
7.5K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-540- 42.52% |
$25K - $26.9K
|
730
$47.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-556- 1.06% |
$25.7K - $27.7K
|
51.7K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-588- 0.63% |
$27.2K - $29.3K
|
93.3K
$6.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-602- 0.32% |
$27.9K - $30K
|
189K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-620- 3.69% |
$28.7K - $30.9K
|
16.2K
$1.05M
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-620- 3.69% |
$28.7K - $30.9K
|
16.2K
$1.05M
|