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 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
224+ 0.46% |
$7.15K - $8.03K
|
49.3K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
220+ 0.12% |
$7.02K - $7.88K
|
186K
$8.01M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
206+ 1.4% |
$6.57K - $7.38K
|
15K
$643K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
204+ 0.3% |
$6.51K - $7.31K
|
68.6K
$2.95M
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
179+ 0.12% |
$5.71K - $6.41K
|
145K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
171+ 0.4% |
$5.45K - $6.13K
|
42.7K
$1.84M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
166+ 0.07% |
$5.3K - $5.95K
|
222K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
162+ 0.45% |
$5.17K - $5.8K
|
35.8K
$1.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
137+ 0.4% |
$4.37K - $4.91K
|
34.7K
$1.49M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
133+ 1.65% |
$4.24K - $4.77K
|
8.2K
$352K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
131+ 0.79% |
$4.18K - $4.69K
|
16.7K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
119+ 0.46% |
$3.8K - $4.26K
|
26.1K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
119+ 0.44% |
$3.8K - $4.26K
|
27.4K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
116+ 0.43% |
$3.7K - $4.16K
|
26.9K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
81+ 0.4% |
$2.58K - $2.9K
|
20.4K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
80+ 0.46% |
$2.55K - $2.87K
|
17.4K
$748K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
75+ 0.32% |
$2.39K - $2.69K
|
23.2K
$996K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
64+ 0.46% |
$2.04K - $2.29K
|
14.1K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.46% |
$1.98K - $2.22K
|
13.6K
$586K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
61+ 0.23% |
$1.95K - $2.19K
|
26.4K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
58+ 0.46% |
$1.85K - $2.08K
|
12.8K
$549K
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
53+ 0.35% |
$1.69K - $1.9K
|
15.4K
$661K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
50+ 0.45% |
$1.6K - $1.79K
|
11.1K
$476K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
49+ 0.45% |
$1.56K - $1.76K
|
11K
$473K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
49+ 0.19% |
$1.56K - $1.76K
|
26.1K
$1.12M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
48+ 0.04% |
$1.53K - $1.72K
|
113K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
39+ 0.45% |
$1.24K - $1.4K
|
8.65K
$372K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$329K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28+ 0.08% |
$893 - $1K
|
33.5K
$1.44M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
28+ 0.21% |
$893 - $1K
|
13.1K
$562K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28+ 0.46% |
$893 - $1K
|
6.14K
$264K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25+ 0.45% |
$798 - $896
|
5.6K
$241K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 0.45% |
$798 - $896
|
5.58K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
22+ 0.05% |
$702 - $788
|
41.4K
$1.78M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22+ 0.46% |
$702 - $788
|
4.81K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
19+ 0.11% |
$606 - $681
|
18K
$775K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
18+ 0.44% |
$574 - $645
|
4.15K
$179K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
17+ 0.46% |
$542 - $609
|
3.75K
$161K
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.14% |
$542 - $609
|
12.2K
$526K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
16+ 0.25% |
$510 - $573
|
6.37K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
15+ 0.18% |
$479 - $537
|
8.55K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.44% |
$191 - $215
|
1.38K
$59.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 0.41% |
$191 - $215
|
1.48K
$63.6K
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
6+ 0.22% |
$191 - $215
|
2.77K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.41% |
$160 - $179
|
1.21K
$52.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.44% |
$160 - $179
|
1.14K
$49K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.37% |
$95.7 - $107
|
806
$34.7K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.03% |
$95.7 - $107
|
9.15K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.47% |
$95.7 - $107
|
638
$27.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.51% |
$63.8 - $71.7
|
397
$17.1K
|