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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-477- 2.56% |
$21.2K - $24.8K
|
18.2K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-485- 0.53% |
$21.6K - $25.2K
|
90.9K
$5.89M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-500- 1.8% |
$22.3K - $26K
|
27.2K
$1.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-510- 1.55% |
$22.7K - $26.5K
|
32.4K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-525- 3.47% |
$23.4K - $27.3K
|
14.6K
$947K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-570- 10.25% |
$25.4K - $29.6K
|
4.99K
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-573- 1.95% |
$25.5K - $29.8K
|
28.9K
$1.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-586- 2.16% |
$26.1K - $30.5K
|
26.6K
$1.72M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-606- 0.5% |
$27K - $31.5K
|
120K
$7.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-608- 12.01% |
$27.1K - $31.6K
|
4.45K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-640- 1.51% |
$28.5K - $33.3K
|
41.9K
$2.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-665- 3.6% |
$29.6K - $34.6K
|
17.8K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-715- 3.2% |
$31.8K - $37.2K
|
21.6K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-715- 3.2% |
$31.8K - $37.2K
|
21.6K
$1.4M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-716- 1.2% |
$31.9K - $37.2K
|
58.8K
$3.81M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-753- 0.15% |
$33.5K - $39.2K
|
514K
$33.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-755- 9.11% |
$33.6K - $39.3K
|
7.53K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-800- 2.32% |
$35.6K - $41.6K
|
33.7K
$2.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-852- 8.36% |
$37.9K - $44.3K
|
9.34K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-913- 2.67% |
$40.6K - $47.5K
|
33.2K
$2.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-941- 29.28% |
$41.9K - $48.9K
|
2.27K
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-960- 12.24% |
$42.7K - $49.9K
|
6.88K
$446K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1K- 1.74% |
$44.5K - $52K
|
56.5K
$3.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.02K- 0.81% |
$45.3K - $52.9K
|
125K
$8.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 18.04% |
$46.3K - $54.1K
|
4.73K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-1.15K- 0.66% |
$51.2K - $59.9K
|
174K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.17K- 0.24% |
$52.1K - $60.9K
|
482K
$31.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-1.22K- 4.81% |
$54.2K - $63.3K
|
24.1K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.22K- 6.9% |
$54.5K - $63.6K
|
16.5K
$1.07M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.25K- 0.1% |
$55.8K - $65.2K
|
1.31M
$84.5M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.28K- 11.49% |
$56.8K - $66.3K
|
9.83K
$636K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.35K- 0.59% |
$59.9K - $69.9K
|
225K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.46K- 3.38% |
$65K - $76K
|
41.8K
$2.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.52K- 3.09% |
$67.7K - $79K
|
47.7K
$3.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.59K- 8.59% |
$70.7K - $82.6K
|
16.9K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.7K- 16.42% |
$75.6K - $88.3K
|
8.64K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79K- 5.12% |
$79.6K - $93K
|
33.1K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.88K- 28.66% |
$83.9K - $98K
|
4.69K
$304K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.93K- 19.07% |
$85.8K - $100K
|
8.18K
$530K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.97K- 0.62% |
$87.5K - $102K
|
317K
$20.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.12K- 22.67% |
$94.1K - $110K
|
7.21K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.15K- 10.19% |
$95.5K - $112K
|
18.9K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.18K- 0.43% |
$96.9K - $113K
|
504K
$32.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-2.27K- 23.09% |
$101K - $118K
|
7.56K
$489K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.3K- 29.29% |
$103K - $120K
|
5.56K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.32K- 0.33% |
$103K - $121K
|
695K
$45M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.49K- 25.04% |
$111K - $129K
|
7.45K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.62K- 1.45% |
$116K - $136K
|
177K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.77K- 2.47% |
$123K - $144K
|
109K
$7.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.84K- 1.51% |
$127K - $148K
|
186K
$12M
|