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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7.85K- 0.71% |
$250K - $281K
|
1.11M
$47.5M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.02K- 2.9% |
$256K - $287K
|
268K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8.05K- 0.52% |
$257K - $289K
|
1.55M
$66.8M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-8.07K- 1.85% |
$257K - $289K
|
428K
$18.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.52K- 46.26% |
$272K - $305K
|
9.9K
$426K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.9K- 0.58% |
$284K - $319K
|
1.52M
$65.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-9.78K- 1.38% |
$312K - $350K
|
699K
$30.1M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.87K- 24.48% |
$315K - $354K
|
30.5K
$1.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.2K- 2.8% |
$325K - $365K
|
353K
$15.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-10.6K- 3.67% |
$338K - $380K
|
279K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.8K- 25.45% |
$346K - $388K
|
31.8K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.4K- 14.78% |
$364K - $409K
|
65.7K
$2.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.5K- 0.81% |
$366K - $411K
|
1.41M
$60.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.6K- 17.79% |
$369K - $414K
|
53.4K
$2.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-11.7K- 0.98% |
$374K - $420K
|
1.18M
$50.7M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-12.1K- 0.76% |
$387K - $435K
|
1.58M
$68M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-12.5K- 3.19% |
$399K - $448K
|
379K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-13.3K- 0.93% |
$424K - $477K
|
1.41M
$60.6M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-13.4K- 1.24% |
$426K - $479K
|
1.06M
$45.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-14.9K- 2.05% |
$476K - $534K
|
714K
$30.7M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-15.8K- 69.73% |
$505K - $567K
|
6.87K
$295K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-18.9K- 2.36% |
$601K - $675K
|
780K
$33.5M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-18.9K- 7.1% |
$602K - $677K
|
247K
$10.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.1K- 1.67% |
$610K - $685K
|
1.13M
$48.5M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-19.8K- 4.36% |
$632K - $710K
|
435K
$18.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20.8K- 6.16% |
$663K - $745K
|
317K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.1K- 11.74% |
$672K - $755K
|
158K
$6.81M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.4K- 2.7% |
$683K - $767K
|
772K
$33.2M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-21.5K- 2.94% |
$685K - $770K
|
708K
$30.4M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.7K- 3.93% |
$692K - $778K
|
531K
$22.8M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-23.4K- 13.14% |
$746K - $837K
|
154K
$6.64M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-23.7K- 5.72% |
$757K - $850K
|
391K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.3K- 12.85% |
$806K - $906K
|
171K
$7.37M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.4K- 95.83% |
$842K - $945K
|
1.15K
$49.4K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.5K- 13.72% |
$942K - $1.06M
|
186K
$7.99M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-29.7K- 37.3% |
$946K - $1.06M
|
49.9K
$2.14M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-32.1K- 2.13% |
$1.03M - $1.15M
|
1.47M
$63.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.9K- 42.05% |
$1.21M - $1.36M
|
52.2K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-41K- 5.03% |
$1.31M - $1.47M
|
774K
$33.3M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-41.8K- 14.37% |
$1.33M - $1.5M
|
249K
$10.7M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44.8K- 5.98% |
$1.43M - $1.6M
|
704K
$30.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-45.7K- 16.07% |
$1.46M - $1.64M
|
239K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-48.1K- 13.64% |
$1.54M - $1.72M
|
305K
$13.1M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-51.3K- 0.74% |
$1.64M - $1.84M
|
6.89M
$296M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.2K- 7.29% |
$1.7M - $1.9M
|
676K
$29.1M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-54.5K- 99.9% |
$1.74M - $1.95M
|
55
$2.37K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-63.6K- 7.58% |
$2.03M - $2.28M
|
776K
$33.4M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-63.8K- 17.2% |
$2.04M - $2.29M
|
307K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-79.1K- 87.34% |
$2.52M - $2.83M
|
11.5K
$493K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$38.7M
|