Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.22M+ 34.07% |
$103M - $115M
|
12.7M
$545M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.17M+ 2642.78% |
$69.3M - $77.9M
|
2.26M
$97M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.01M+ 25.68% |
$64.1M - $72M
|
9.83M
$423M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.69M+ 18.48% |
$54M - $60.7M
|
10.9M
$467M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
905KNew |
$28.9M - $32.4M
|
905K
$38.9M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
645KNew |
$20.6M - $23.1M
|
645K
$27.7M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
397K+ 444.35% |
$12.6M - $14.2M
|
486K
$20.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
397K+ 444.35% |
$12.6M - $14.2M
|
486K
$20.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
374K+ 261.85% |
$11.9M - $13.4M
|
517K
$22.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
327KNew |
$10.4M - $11.7M
|
327K
$14.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
327K+ 97.7% |
$10.4M - $11.7M
|
661K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
280K+ 19.91% |
$8.95M - $10M
|
1.69M
$72.6M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
269K+ 111824.9% |
$8.6M - $9.66M
|
270K
$11.6M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
253K+ 96.12% |
$8.07M - $9.06M
|
516K
$22.2M
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
173KNew |
$5.51M - $6.18M
|
173K
$7.42M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
157KNew |
$5.02M - $5.64M
|
157K
$6.77M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
146KNew |
$4.66M - $5.23M
|
146K
$6.28M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
145K+ 450.84% |
$4.62M - $5.19M
|
177K
$7.62M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125K+ 34.21% |
$3.99M - $4.48M
|
491K
$21.1M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
116KNew |
$3.71M - $4.16M
|
116K
$5M
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
108K+ 5.28% |
$3.46M - $3.88M
|
2.16M
$93M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
97.9KNew |
$3.12M - $3.51M
|
97.9K
$4.21M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
88.7KNew |
$2.83M - $3.18M
|
88.7K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
68.8K+ 105.54% |
$2.19M - $2.47M
|
134K
$5.76M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.9KNew |
$2.14M - $2.4M
|
66.9K
$2.88M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.7K+ 8.3% |
$1.91M - $2.14M
|
780K
$33.5M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.2KNew |
$1.79M - $2.01M
|
56.2K
$2.41M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
54.5K+ 99067.27% |
$1.74M - $1.95M
|
54.5K
$2.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
51.1K+ 167.25% |
$1.63M - $1.83M
|
81.7K
$3.51M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
49.5K+ 1990.63% |
$1.58M - $1.77M
|
52K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
48.1K+ 2.75% |
$1.53M - $1.72M
|
1.79M
$77.1M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
47.4K+ 10.16% |
$1.51M - $1.7M
|
513K
$22.1M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
47KNew |
$1.5M - $1.68M
|
47K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
46.1K+ 136.88% |
$1.47M - $1.65M
|
79.8K
$3.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
44.2KNew |
$1.41M - $1.58M
|
44.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.4K+ 16.28% |
$1.35M - $1.52M
|
303K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.8K+ 1851.68% |
$1.3M - $1.46M
|
43.1K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
40KNew |
$1.28M - $1.43M
|
40K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39K+ 0.65% |
$1.24M - $1.4M
|
6.05M
$260M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34.9K+ 7.03% |
$1.11M - $1.25M
|
532K
$22.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.1KNew |
$833K - $935K
|
26.1K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
25.4KNew |
$811K - $911K
|
25.4K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.5KNew |
$781K - $878K
|
24.5K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$1.03M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
22.2KNew |
$709K - $796K
|
22.2K
$955K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21.6K+ 1.11% |
$688K - $773K
|
1.96M
$84.3M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20.9K+ 3.9% |
$667K - $749K
|
556K
$23.9M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
20.2K+ 15.46% |
$645K - $725K
|
151K
$6.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18.2K+ 115.91% |
$582K - $654K
|
34K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
18K+ 27.35% |
$574K - $645K
|
83.8K
$3.6M
|