Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.44M+ 55.3% |
$176M - $188M
|
15.3M
$656M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.29M+ 48.74% |
$171M - $183M
|
16.1M
$694M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.12M+ 8.81% |
$36.1M - $38.5M
|
13.8M
$593M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.07MNew |
$34.6M - $36.9M
|
1.07M
$46M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
603K+ 2745.6% |
$19.5M - $20.8M
|
625K
$26.9M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
357K+ 69.18% |
$11.5M - $12.3M
|
873K
$37.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
227K+ 1.58% |
$7.32M - $7.82M
|
14.6M
$627M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
220K+ 18.94% |
$7.1M - $7.58M
|
1.38M
$59.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
155KNew |
$4.99M - $5.33M
|
155K
$6.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
139K+ 26.91% |
$4.49M - $4.8M
|
656K
$28.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
108K+ 2.42% |
$3.5M - $3.73M
|
4.57M
$197M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
99.7K+ 6.3% |
$3.22M - $3.44M
|
1.68M
$72.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
87.4K+ 55.5% |
$2.82M - $3.01M
|
245K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.2K+ 3.38% |
$2.46M - $2.63M
|
2.33M
$100M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
67.2K+ 3.43% |
$2.17M - $2.32M
|
2.03M
$87.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
62.1K+ 63.46% |
$2.01M - $2.14M
|
160K
$6.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.4K+ 5255.61% |
$1.95M - $2.08M
|
61.5K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
59.4K+ 3.52% |
$1.92M - $2.05M
|
1.75M
$75.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
52.1K+ 10.72% |
$1.68M - $1.8M
|
538K
$23.1M
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
52.1K+ 10.72% |
$1.68M - $1.8M
|
538K
$23.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
46.6K+ 5.01% |
$1.51M - $1.61M
|
976K
$42M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45.7K+ 1244.35% |
$1.48M - $1.58M
|
49.4K
$2.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.4K+ 6.72% |
$1.47M - $1.57M
|
721K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44K+ 84.33% |
$1.42M - $1.52M
|
96.2K
$4.13M
|
|
|
Sep 26, 2023
Q2 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
41.7K+ 22.35% |
$1.35M - $1.44M
|
228K
$9.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
BUY
|
- |
38.6K+ 28.85% |
$1.25M - $1.33M
|
172K
$7.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
34.9K+ 12.95% |
$1.13M - $1.21M
|
305K
$13.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.6K+ 4.43% |
$1.12M - $1.19M
|
814K
$35M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.8KNew |
$1.06M - $1.13M
|
32.8K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.7K+ 55.54% |
$958K - $1.02M
|
83K
$3.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.6KNew |
$956K - $1.02M
|
29.6K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
29.5K+ 5.75% |
$955K - $1.02M
|
543K
$23.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
26.9K+ 18.18% |
$870K - $929K
|
175K
$7.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
26.6K+ 40.51% |
$860K - $918K
|
92.3K
$3.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.3K+ 32.14% |
$849K - $906K
|
108K
$4.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
24.8K+ 3.2% |
$803K - $857K
|
801K
$34.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.1KNew |
$747K - $797K
|
23.1K
$993K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
22.9K+ 5.86% |
$740K - $790K
|
414K
$17.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.9K+ 38.3% |
$643K - $686K
|
71.8K
$3.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19.2K+ 3.61% |
$621K - $663K
|
551K
$23.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.1K+ 27.65% |
$618K - $660K
|
88.3K
$3.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16K+ 232.55% |
$517K - $551K
|
22.9K
$983K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
15.9KNew |
$513K - $548K
|
15.9K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
14.2K+ 32.11% |
$459K - $490K
|
58.4K
$2.51M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
14.1K+ 38.82% |
$457K - $488K
|
50.5K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14K+ 32.46% |
$452K - $482K
|
57K
$2.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
13.5K+ 3.79% |
$436K - $466K
|
370K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.1K+ 22.99% |
$424K - $453K
|
70.2K
$3.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
13K+ 3.96% |
$419K - $447K
|
340K
$14.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 3.28% |
$389K - $415K
|
379K
$16.3M
|