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 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
7
+ 0.4%
$312 - $364
1.75K $113K
Jan 25, 2024 Q4 2023
Tfc Financial Management

BUY
 -
6
+ 0.47%
$267 - $312
1.29K $83.2K
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
5
+ 0.48%
$223 - $260
1.04K $67.4K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
4
+ 25.0%
$178 - $208
20 $1.29K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
4
New
$178 - $208
4 $259
Jun 14, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
4
+ 25.0%
$178 - $208
20 $1.29K
Jan 31, 2024 Q4 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3
+ 0.01%
$134 - $156
26.5K $1.72M
Jan 31, 2024 Q4 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
3
+ 0.01%
$134 - $156
24.5K $1.59M
Jan 19, 2024 Q4 2023
Gleason Group, Inc.

BUY
 -
3
+ 0.36%
$134 - $156
839 $54.3K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2
+ 0.37%
$89 - $104
536 $34.7K
Oct 09, 2024 Q4 2023
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-8
- 0.09%
$356 - $416
8.88K $574K
Jan 08, 2024 Q4 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
SELL
 -
-21
- 0.02%
$935 - $1.09K
110K $7.09M
Jan 17, 2024 Q4 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-24
- 0.3%
$1.07K - $1.25K
8.06K $521K
Feb 13, 2024 Q4 2023
Merriman Wealth Management, LLC

SELL
 -
-31
- 0.12%
$1.38K - $1.61K
26.2K $1.7M
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

SELL
 -
-35
- 20.47%
$1.56K - $1.82K
136 $8.8K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-50
- 0.17%
$2.23K - $2.6K
29.8K $1.93M
Jan 25, 2024 Q4 2023
Busey Wealth Management

SELL
 -
-55
- 1.01%
$2.45K - $2.86K
5.4K $350K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

SELL
 -
-66
- 0.61%
$2.94K - $3.43K
10.8K $698K
Feb 06, 2024 Q4 2023
Measured Wealth Private Client Group, LLC

SELL
 -
-71
- 0.38%
$3.16K - $3.69K
18.7K $1.21M
Jan 23, 2024 Q4 2023
Beacon Financial Advisory LLC

SELL
 -
-86
- 0.3%
$3.83K - $4.47K
28.6K $1.85M
Jan 30, 2024 Q4 2023
Sfmg, LLC

SELL
 -
-93
- 0.88%
$4.14K - $4.84K
10.5K $681K
Feb 14, 2024 Q4 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
SELL
 -
-97
- 2.11%
$4.32K - $5.04K
4.51K $292K
Jan 26, 2024 Q4 2023
Financial Connections Group, Inc.

SELL
 -
-98
- 3.34%
$4.36K - $5.1K
2.84K $184K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-115
- 0.38%
$5.12K - $5.98K
29.8K $1.93M
Feb 09, 2024 Q4 2023
Mai Capital Management

SELL
 -
-121
- 1.15%
$5.39K - $6.29K
10.4K $675K
Jan 08, 2024 Q4 2023
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-128
- 1.59%
$5.7K - $6.66K
7.93K $513K
Feb 14, 2024 Q4 2023
Websterrogers Financial Advisors, LLC

SELL
 -
-140
- 0.24%
$6.23K - $7.28K
59K $3.82M
Jan 18, 2024 Q4 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
SELL
 -
-148
- 1.0%
$6.59K - $7.7K
14.6K $946K
Jan 25, 2024 Q4 2023
Dopkins Wealth Management, LLC

SELL
 -
-166
- 0.18%
$7.39K - $8.63K
93.2K $6.03M
Jan 29, 2024 Q4 2023
Htg Investment Advisors, Inc.

New Canaan, CT
SELL
 -
-200
- 0.33%
$8.9K - $10.4K
60.1K $3.89M
Jan 31, 2024 Q4 2023
Grandfield & Dodd, LLC

SELL
 -
-200
- 3.88%
$8.9K - $10.4K
4.95K $320K
Feb 14, 2024 Q4 2023
Biltmore Family Office, LLC

SELL
 -
-215
- 0.78%
$9.57K - $11.2K
27.3K $1.76M
Feb 14, 2024 Q4 2023
Jt Stratford LLC

Gainesville, GA
SELL
 -
-221
- 2.26%
$9.84K - $11.5K
9.57K $619K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

SELL
 -
-227
- 1.54%
$10.1K - $11.8K
14.6K $942K
Feb 08, 2024 Q4 2023
Quarry Hill Advisors, LLC

St Paul, MN
SELL
 -
-256
- 2.72%
$11.4K - $13.3K
9.17K $593K
Feb 07, 2024 Q4 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-257
- 1.0%
$11.4K - $13.4K
25.3K $1.64M
Feb 09, 2024 Q4 2023
Sand Hill Global Advisors, LLC

Palo Alto, CA
SELL
 -
-287
- 0.38%
$12.8K - $14.9K
75.6K $4.89M
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-300
- 1.81%
$13.4K - $15.6K
16.3K $1.05M
Feb 05, 2024 Q4 2023
Russell Investments Group, Ltd.

SELL
 -
-304
- 13.74%
$13.5K - $15.8K
1.91K $124K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-322
- 1.85%
$14.3K - $16.7K
17.1K $1.11M
Jan 16, 2024 Q4 2023
Shearwater Capital LLC

SELL
 -
-325
- 1.13%
$14.5K - $16.9K
28.3K $1.83M
Feb 02, 2024 Q4 2023
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-329
- 0.21%
$14.6K - $17.1K
157K $10.2M
Feb 13, 2024 Q4 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-361
- 0.68%
$16.1K - $18.8K
53K $3.43M
Jan 16, 2024 Q4 2023
Carlson Capital Management

SELL
 -
-366
- 0.77%
$16.3K - $19K
47.3K $3.06M
Jan 18, 2024 Q4 2023
25 LLC

St. Louis, MO
SELL
 -
-391
- 2.44%
$17.4K - $20.3K
15.7K $1.01M
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-409
- 0.44%
$18.2K - $21.3K
92.9K $6.02M
Feb 08, 2024 Q4 2023
Intelligent Financial Strategies

Excelsior, MN
SELL
 -
-421
- 3.34%
$18.7K - $21.9K
12.2K $789K
Feb 07, 2024 Q4 2023
Qrg Capital Management, Inc.

Berwyn, PA
SELL
 -
-426
- 3.12%
$19K - $22.2K
13.2K $856K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-428
- 26.18%
$19.1K - $22.3K
1.21K $78.1K

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