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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
17.7KNew |
$565K - $635K
|
17.7K
$762K
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
17.7KNew |
$565K - $635K
|
17.7K
$762K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.2KNew |
$548K - $615K
|
17.2K
$738K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16.6K+ 32.44% |
$531K - $597K
|
68K
$2.92M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
16.2K+ 49.98% |
$515K - $579K
|
48.5K
$2.08M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.4K+ 47.0% |
$493K - $553K
|
48.3K
$2.08M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$460K - $517K
|
14.4K
$620K
|
|
|
Apr 17, 2023
Q1 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
13.9K+ 4.97% |
$442K - $497K
|
293K
$12.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
13.3K+ 2.27% |
$423K - $475K
|
598K
$25.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$401K - $450K
|
12.6K
$540K
|
|
|
May 09, 2023
Q1 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.4K+ 0.94% |
$394K - $443K
|
1.32M
$56.8M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.5K+ 28.37% |
$366K - $411K
|
51.9K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11.5K+ 1.48% |
$366K - $411K
|
787K
$33.9M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.6KNew |
$338K - $380K
|
10.6K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
10.5K+ 1.88% |
$337K - $378K
|
571K
$24.6M
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
9.6K+ 60.77% |
$306K - $344K
|
25.4K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.23K+ 1.29% |
$294K - $331K
|
726K
$31.2M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.19K+ 71.83% |
$293K - $329K
|
22K
$945K
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8.89K+ 24.14% |
$284K - $319K
|
45.7K
$1.97M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
8.8K+ 6.31% |
$281K - $315K
|
148K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.41K+ 17.29% |
$268K - $301K
|
57.1K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
8.17K+ 10.88% |
$261K - $293K
|
83.3K
$3.58M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.96KNew |
$254K - $285K
|
7.96K
$342K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
7.81K+ 0.75% |
$249K - $280K
|
1.05M
$45.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
7.37K+ 34.11% |
$235K - $264K
|
29K
$1.25M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.15K+ 59.45% |
$228K - $256K
|
19.2K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
7.13KNew |
$228K - $256K
|
7.13K
$307K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.91KNew |
$220K - $248K
|
6.91K
$297K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.49K+ 28.56% |
$207K - $233K
|
29.2K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.47KNew |
$207K - $232K
|
6.47K
$278K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
6.42K+ 1.71% |
$205K - $230K
|
381K
$16.4M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.26KNew |
$200K - $224K
|
6.26K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6.25K+ 1.77% |
$199K - $224K
|
359K
$15.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.11K+ 4.76% |
$195K - $219K
|
134K
$5.78M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.1K+ 2.33% |
$195K - $219K
|
268K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.8K+ 90.5% |
$185K - $208K
|
12.2K
$525K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.67K+ 1.57% |
$181K - $203K
|
367K
$15.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
5.67K+ 0.43% |
$181K - $203K
|
1.33M
$57M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.62K+ 20.15% |
$179K - $201K
|
33.5K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.15K+ 3.74% |
$164K - $184K
|
143K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.81K+ 7.64% |
$154K - $172K
|
67.8K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4.71K+ 0.51% |
$150K - $169K
|
930K
$40M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.44K+ 19.23% |
$142K - $159K
|
27.5K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.43K+ 1.06% |
$141K - $159K
|
423K
$18.2M
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.42K+ 0.51% |
$141K - $159K
|
867K
$37.3M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.18K+ 4.06% |
$133K - $150K
|
107K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.05K+ 4.25% |
$129K - $145K
|
99.5K
$4.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
4.04K+ 62.78% |
$129K - $145K
|
10.5K
$450K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.02K+ 28.81% |
$128K - $144K
|
18K
$772K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.97K+ 7.09% |
$127K - $142K
|
60K
$2.58M
|