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 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$31.9 - $35.8
|
29.7K
$1.28M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.0% |
$31.9 - $35.8
|
24K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-8- 0.04% |
$255 - $287
|
21.3K
$915K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-15- 0.06% |
$479 - $537
|
24.7K
$1.06M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.2% |
$989 - $1.11K
|
15.8K
$677K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-43- 0.31% |
$1.37K - $1.54K
|
13.6K
$586K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-50- 0.11% |
$1.6K - $1.79K
|
44.6K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-62- 0.39% |
$1.98K - $2.22K
|
15.8K
$681K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-97- 1.33% |
$3.09K - $3.48K
|
7.2K
$309K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-114- 0.36% |
$3.64K - $4.08K
|
31.7K
$1.36M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-174- 0.62% |
$5.55K - $6.23K
|
28K
$1.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-206- 0.34% |
$6.57K - $7.38K
|
59.6K
$2.56M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-208- 2.41% |
$6.64K - $7.45K
|
8.42K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-217- 7.51% |
$6.92K - $7.78K
|
2.67K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-222- 0.49% |
$7.08K - $7.95K
|
45.2K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-224- 0.13% |
$7.15K - $8.03K
|
175K
$7.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-225- 0.06% |
$7.18K - $8.06K
|
393K
$16.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-227- 0.52% |
$7.24K - $8.13K
|
43.8K
$1.88M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-288- 1.46% |
$9.19K - $10.3K
|
19.4K
$834K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-338- 2.48% |
$10.8K - $12.1K
|
13.3K
$571K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-360- 4.44% |
$11.5K - $12.9K
|
7.75K
$333K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-379- 4.76% |
$12.1K - $13.6K
|
7.58K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-392- 0.64% |
$12.5K - $14K
|
61K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-407- 8.04% |
$13K - $14.6K
|
4.66K
$200K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-410- 1.9% |
$13.1K - $14.7K
|
21.1K
$909K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-417- 0.08% |
$13.3K - $14.9K
|
513K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-464- 2.59% |
$14.8K - $16.6K
|
17.5K
$751K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-485- 0.71% |
$15.5K - $17.4K
|
68.1K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-517- 3.46% |
$16.5K - $18.5K
|
14.4K
$619K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-530- 3.74% |
$16.9K - $19K
|
13.6K
$586K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-567- 2.37% |
$18.1K - $20.3K
|
23.4K
$1.01M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-594- 0.23% |
$18.9K - $21.3K
|
255K
$11M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-622- 5.87% |
$19.8K - $22.3K
|
9.97K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-654- 19.52% |
$20.9K - $23.4K
|
2.7K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-724- 3.34% |
$23.1K - $25.9K
|
20.9K
$901K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-743- 4.18% |
$23.7K - $26.6K
|
17K
$732K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-843- 0.24% |
$26.9K - $30.2K
|
356K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-873- 17.91% |
$27.8K - $31.3K
|
4K
$172K
|
|
|
Apr 27, 2023
Q1 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-927- 0.32% |
$29.6K - $33.2K
|
289K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-939- 5.34% |
$30K - $33.6K
|
16.7K
$716K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-954- 0.84% |
$30.4K - $34.2K
|
113K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1K- 3.89% |
$31.9K - $35.8K
|
24.7K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.03K- 2.57% |
$32.9K - $37K
|
39.1K
$1.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.09K- 1.43% |
$34.8K - $39.1K
|
75.2K
$3.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.1K- 0.59% |
$35K - $39.3K
|
184K
$7.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-1.11K- 0.02% |
$35.4K - $39.7K
|
4.47M
$192M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.13K- 11.79% |
$36K - $40.5K
|
8.45K
$363K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.14K- 2.1% |
$36.3K - $40.7K
|
52.9K
$2.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.29K- 0.59% |
$41.3K - $46.4K
|
217K
$9.34M
|
|
|
May 09, 2023
Q1 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.35K- 5.68% |
$43.2K - $48.5K
|
22.5K
$966K
|