Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9.1KNew |
$281K - $321K
|
9.1K
$389K
|
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
9KNew |
$278K - $318K
|
9K
$384K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
8.84KNew |
$273K - $312K
|
8.84K
$378K
|
|
|
Jul 13, 2022
Q2 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
8.74KNew |
$270K - $308K
|
8.74K
$373K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.55KNew |
$264K - $302K
|
8.55K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.54KNew |
$264K - $301K
|
8.54K
$365K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
8.53KNew |
$264K - $301K
|
8.53K
$365K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.53KNew |
$264K - $301K
|
8.53K
$365K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.17KNew |
$253K - $289K
|
8.17K
$349K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.12KNew |
$251K - $287K
|
8.12K
$347K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7.98KNew |
$247K - $282K
|
7.98K
$341K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.74KNew |
$239K - $273K
|
7.74K
$331K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
7.55KNew |
$233K - $267K
|
7.55K
$323K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.53KNew |
$233K - $266K
|
7.53K
$322K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.51KNew |
$232K - $265K
|
7.51K
$321K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
7.34KNew |
$227K - $259K
|
7.34K
$314K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.23KNew |
$224K - $255K
|
7.23K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.23KNew |
$223K - $255K
|
7.23K
$309K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
7.16KNew |
$222K - $253K
|
7.16K
$306K
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7KNew |
$216K - $247K
|
7K
$299K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.98KNew |
$216K - $246K
|
6.98K
$298K
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
6.98KNew |
$216K - $246K
|
6.98K
$298K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.96KNew |
$215K - $246K
|
6.96K
$297K
|
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
6.82KNew |
$211K - $241K
|
6.82K
$291K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.65KNew |
$206K - $235K
|
6.65K
$284K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
6.54KNew |
$202K - $231K
|
6.54K
$279K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.47KNew |
$200K - $228K
|
6.47K
$276K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.41KNew |
$198K - $226K
|
6.41K
$274K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.37KNew |
$197K - $225K
|
6.37K
$272K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.55KNew |
$172K - $196K
|
5.55K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.54KNew |
$171K - $196K
|
5.54K
$237K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5.5KNew |
$170K - $194K
|
5.5K
$235K
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.41KNew |
$167K - $191K
|
5.41K
$231K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.17KNew |
$160K - $183K
|
5.17K
$221K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.06KNew |
$157K - $179K
|
5.06K
$216K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.87KNew |
$150K - $172K
|
4.87K
$208K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.22KNew |
$131K - $149K
|
4.22K
$180K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.18KNew |
$129K - $148K
|
4.18K
$179K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
4.1KNew |
$127K - $145K
|
4.1K
$175K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.1KNew |
$127K - $145K
|
4.1K
$175K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.08KNew |
$126K - $144K
|
4.08K
$175K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
3.84KNew |
$119K - $135K
|
3.84K
$164K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
3.69KNew |
$114K - $130K
|
3.69K
$158K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.59KNew |
$111K - $127K
|
3.59K
$154K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.53KNew |
$109K - $124K
|
3.53K
$151K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$106K - $121K
|
3.43K
$146K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.85KNew |
$88.2K - $101K
|
2.85K
$122K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.84KNew |
$87.9K - $100K
|
2.84K
$121K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
2.82KNew |
$87.2K - $99.6K
|
2.82K
$121K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.74K+ 5.3% |
$84.6K - $96.6K
|
54.3K
$2.32M
|