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 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81K- 28.8% |
$2.58M - $2.9M
|
200K
$8.61M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-99.7K- 5.93% |
$3.18M - $3.57M
|
1.58M
$68M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-109K- 5.19% |
$3.47M - $3.89M
|
1.98M
$85.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-111K- 12.48% |
$3.54M - $3.97M
|
778K
$33.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-112K- 1.54% |
$3.56M - $4M
|
7.13M
$306M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-113K- 22.58% |
$3.59M - $4.03M
|
386K
$16.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-167K- 98.73% |
$5.33M - $5.99M
|
2.15K
$92.5K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-249K- 86.58% |
$7.94M - $8.92M
|
38.6K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-507K- 19.56% |
$16.2M - $18.2M
|
2.08M
$89.6M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-722K- 21.73% |
$23M - $25.9M
|
2.6M
$112M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-777K- 97.71% |
$24.8M - $27.8M
|
18.2K
$782K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51M- 25.57% |
$48.1M - $54M
|
4.39M
$189M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.94M- 85.91% |
$126M - $141M
|
645K
$27.7M
|