Purchases and Sales Made in Q4 2023 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 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
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
10.1K
+ 13.81%
$448K - $523K
82.9K $5.37M
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
9.92K
+ 1.92%
$442K - $516K
527K $34.1M
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
9.53K
New
$424K - $495K
9.53K $617K
Jan 31, 2024 Q4 2023
Kathleen S. Wright Associates Inc.

BUY
 -
9.49K
+ 1200.63%
$422K - $493K
10.3K $665K
Jan 22, 2024 Q4 2023
Pinnacle Financial Partners Inc

BUY
 -
9.25K
+ 33.84%
$412K - $481K
36.6K $2.37M
Jan 31, 2024 Q4 2023
Litman Gregory Wealth Management LLC

BUY
 -
8.98K
New
$400K - $467K
8.98K $581K
Feb 13, 2024 Q4 2023
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
8.95K
New
$398K - $465K
8.95K $579K
Jan 29, 2024 Q4 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
8.75K
+ 8.48%
$389K - $455K
112K $7.24M
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
8.72K
New
$388K - $453K
8.72K $564K
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
8.64K
New
$385K - $449K
8.64K $559K
Jan 24, 2024 Q4 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
8.11K
+ 1.0%
$361K - $422K
822K $53.2M
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
8.06K
+ 19.55%
$359K - $419K
49.3K $3.19M
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.01K
+ 2.26%
$356K - $416K
362K $23.4M
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
7.95K
+ 3.74%
$354K - $413K
221K $14.3M
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
7.74K
New
$344K - $402K
7.74K $501K
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
7.6K
+ 86.41%
$338K - $395K
16.4K $1.06M
Feb 07, 2024 Q4 2023
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
7.29K
New
$324K - $379K
7.29K $472K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
7.28K
+ 35.33%
$324K - $379K
27.9K $1.81M
Feb 14, 2024 Q4 2023
Sollinda Capital Management LLC

Hickory, NC
BUY
 -
7.21K
New
$321K - $375K
7.21K $467K
Feb 13, 2024 Q4 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
6.73K
New
$300K - $350K
6.73K $436K
Feb 02, 2024 Q4 2023
Penobscot Wealth Management

BUY
 -
6.52K
New
$290K - $339K
6.52K $422K
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
6.47K
New
$288K - $337K
6.47K $419K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
6.27K
+ 13.07%
$279K - $326K
54.2K $3.51M
Feb 14, 2024 Q4 2023
Lowe Brockenbrough & CO Inc

BUY
 -
6.26K
+ 117.5%
$279K - $326K
11.6K $750K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
6.19K
New
$275K - $322K
6.19K $400K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
5.62K
New
$250K - $292K
5.62K $363K
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
5.53K
+ 13.51%
$246K - $287K
46.4K $3M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.52K
+ 5.15%
$246K - $287K
113K $7.29M
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
5.35K
+ 135.48%
$238K - $278K
9.3K $602K
Jan 08, 2024 Q4 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
5.34K
+ 1.17%
$237K - $277K
461K $29.8M
Jan 26, 2024 Q4 2023
Pb Mares Wealth Management LLC

BUY
 -
5.28K
+ 2.28%
$235K - $275K
237K $15.3M
Feb 05, 2024 Q4 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
5.18K
New
$231K - $270K
5.18K $335K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
5.11K
+ 1.95%
$227K - $266K
267K $17.3M
Jan 25, 2024 Q4 2023
Sol Capital Management CO

BUY
 -
5.03K
New
$224K - $262K
5.03K $326K
Jan 18, 2024 Q4 2023
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
4.97K
New
$221K - $259K
4.97K $322K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
4.86K
+ 19.6%
$216K - $252K
29.6K $1.92M
Feb 13, 2024 Q4 2023
Whalen Wealth Management Inc.

Las Vegas, NV
BUY
 -
4.73K
New
$210K - $246K
4.73K $306K
Jan 22, 2024 Q4 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
4.72K
+ 13.35%
$210K - $245K
40.1K $2.59M
Feb 07, 2024 Q4 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
4.71K
New
$210K - $245K
4.71K $305K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
4.57K
+ 13.52%
$203K - $238K
38.4K $2.48M
Jan 30, 2024 Q4 2023
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
4.54K
New
$202K - $236K
4.54K $294K
Jan 19, 2024 Q4 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
4.46K
New
$199K - $232K
4.46K $289K
Feb 06, 2024 Q4 2023
Claris Advisors, LLC

BUY
 -
4.45K
+ 1.97%
$198K - $231K
230K $14.9M
Jan 22, 2024 Q4 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
4.36K
New
$194K - $227K
4.36K $282K
Feb 07, 2024 Q4 2023
Karpas Strategies, LLC

BUY
 -
4.3K
New
$191K - $223K
4.3K $278K
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
4.29K
New
$191K - $223K
4.29K $278K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
4.28K
+ 9.36%
$191K - $223K
50.1K $3.24M
Feb 01, 2024 Q4 2023
Pds Planning, Inc

BUY
 -
4.27K
New
$190K - $222K
4.27K $276K
Feb 06, 2024 Q4 2023
Ellevest, Inc.

BUY
 -
4.24K
New
$189K - $221K
4.24K $275K

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