Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.45M+ 461.67% |
$64.5M - $75.3M
|
1.76M
$114M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31MNew |
$58.1M - $67.9M
|
1.31M
$84.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
600K+ 11.03% |
$26.7M - $31.2M
|
6.04M
$391M
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
569K+ 145.22% |
$25.3M - $29.6M
|
962K
$62.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
526KNew |
$23.4M - $27.3M
|
526K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420K+ 115.09% |
$18.7M - $21.8M
|
785K
$50.8M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
379KNew |
$16.9M - $19.7M
|
379K
$24.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
335K+ 77.05% |
$14.9M - $17.4M
|
770K
$49.9M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
273KNew |
$12.1M - $14.2M
|
273K
$17.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
248K+ 21.69% |
$11M - $12.9M
|
1.39M
$90M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
231K+ 76.23% |
$10.3M - $12M
|
534K
$34.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
212K+ 14.47% |
$9.45M - $11M
|
1.68M
$109M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
206K+ 31.13% |
$9.16M - $10.7M
|
867K
$56.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
190KNew |
$8.47M - $9.9M
|
190K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
173KNew |
$7.68M - $8.97M
|
173K
$11.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
165KNew |
$7.36M - $8.6M
|
165K
$10.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
164KNew |
$7.3M - $8.52M
|
164K
$10.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
155KNew |
$6.91M - $8.07M
|
155K
$10M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
154K+ 35.32% |
$6.85M - $8.01M
|
590K
$38.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
152K+ 23.95% |
$6.78M - $7.92M
|
788K
$51M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
135K+ 2032.34% |
$6M - $7.01M
|
141K
$9.15M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
135K+ 2032.34% |
$6M - $7.01M
|
141K
$9.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
133K+ 72.62% |
$5.9M - $6.89M
|
315K
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
121K+ 8.69% |
$5.41M - $6.32M
|
1.52M
$98.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
117KNew |
$5.22M - $6.1M
|
117K
$7.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
110KNew |
$4.92M - $5.74M
|
110K
$7.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
103KNew |
$4.59M - $5.36M
|
103K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103K+ 1394.01% |
$4.57M - $5.34M
|
110K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
100K+ 876.8% |
$4.46M - $5.21M
|
112K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
93.3KNew |
$4.15M - $4.85M
|
93.3K
$6.04M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
93.3KNew |
$4.15M - $4.85M
|
93.3K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.9K+ 17.01% |
$3.96M - $4.62M
|
612K
$39.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
79.3K+ 15.89% |
$3.53M - $4.12M
|
578K
$37.4M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
78.5KNew |
$3.5M - $4.08M
|
78.5K
$5.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64.1K+ 156.95% |
$2.85M - $3.33M
|
105K
$6.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55.5KNew |
$2.47M - $2.89M
|
55.5K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
51.2K+ 12.72% |
$2.28M - $2.66M
|
454K
$29.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
48.9K+ 77.66% |
$2.18M - $2.54M
|
112K
$7.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
48.8KNew |
$2.17M - $2.54M
|
48.8K
$3.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
48.1KNew |
$2.14M - $2.5M
|
48.1K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
48KNew |
$2.14M - $2.5M
|
48K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
47.8K+ 812.34% |
$2.13M - $2.49M
|
53.7K
$3.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44K+ 12.12% |
$1.96M - $2.29M
|
407K
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
43.7KNew |
$1.95M - $2.27M
|
43.7K
$2.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
38.8KNew |
$1.73M - $2.02M
|
38.8K
$2.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
35.9K+ 21.26% |
$1.6M - $1.87M
|
205K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.1K+ 32.96% |
$1.47M - $1.72M
|
134K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
32.9K+ 39.31% |
$1.47M - $1.71M
|
117K
$7.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.9K+ 10.37% |
$1.42M - $1.66M
|
339K
$22M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
31.3K+ 2.56% |
$1.39M - $1.63M
|
1.25M
$81.1M
|