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
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.3K+ 16.69% |
$366K - $390K
|
79.1K
$3.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.7KNew |
$347K - $371K
|
10.7K
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.6KNew |
$343K - $366K
|
10.6K
$456K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65KNew |
$312K - $333K
|
9.65K
$415K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.26K+ 3.04% |
$299K - $319K
|
314K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.2K+ 204.95% |
$265K - $283K
|
12.2K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.62KNew |
$246K - $263K
|
7.62K
$328K
|
|
|
Sep 05, 2023
Q2 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
7.35K+ 0.85% |
$237K - $253K
|
875K
$37.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
7.28KNew |
$235K - $251K
|
7.28K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.01K+ 47.28% |
$227K - $242K
|
21.8K
$939K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.85KNew |
$221K - $236K
|
6.85K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
6.84KNew |
$221K - $236K
|
6.84K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
6.38KNew |
$206K - $220K
|
6.38K
$275K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.37KNew |
$206K - $220K
|
6.37K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.31K+ 35.63% |
$204K - $218K
|
24K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.03KNew |
$195K - $208K
|
6.03K
$259K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.03KNew |
$195K - $208K
|
6.03K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6K+ 73.25% |
$194K - $207K
|
14.2K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.97KNew |
$193K - $206K
|
5.97K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.8K+ 1.62% |
$187K - $200K
|
365K
$15.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
5.62K+ 58.2% |
$182K - $194K
|
15.3K
$657K
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.35K+ 1.41% |
$173K - $184K
|
384K
$16.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.27K+ 28.97% |
$170K - $182K
|
23.4K
$1.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.73K+ 6.96% |
$153K - $163K
|
72.7K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.64K+ 1.05% |
$150K - $160K
|
448K
$19.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.36K+ 0.85% |
$141K - $150K
|
517K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.22K+ 53.09% |
$136K - $146K
|
12.2K
$524K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.11K+ 2.22% |
$133K - $142K
|
190K
$8.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
3.74K+ 0.36% |
$121K - $129K
|
1.06M
$45.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.74K+ 11.0% |
$121K - $129K
|
37.7K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
3.6K+ 0.95% |
$116K - $124K
|
385K
$16.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.6K+ 33.73% |
$116K - $124K
|
14.3K
$613K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.44KNew |
$111K - $119K
|
3.44K
$148K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.4K+ 0.43% |
$110K - $117K
|
791K
$34M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3K+ 2.27% |
$97K - $104K
|
135K
$5.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 16.0% |
$92.9K - $99.2K
|
20.8K
$896K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.7K+ 5.91% |
$87.4K - $93.3K
|
48.4K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.56K+ 1.92% |
$82.7K - $88.3K
|
136K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.53K+ 7.56% |
$81.9K - $87.4K
|
36K
$1.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.49KNew |
$80.4K - $85.9K
|
2.49K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.48K+ 0.41% |
$80.2K - $85.6K
|
601K
$25.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.42K+ 0.31% |
$78.3K - $83.6K
|
774K
$33.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.42K+ 7.24% |
$78.1K - $83.4K
|
35.8K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.23K+ 0.4% |
$71.9K - $76.8K
|
559K
$24M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.21K+ 1.82% |
$71.5K - $76.3K
|
124K
$5.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.05K+ 4.08% |
$66.3K - $70.8K
|
52.3K
$2.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 1.63% |
$59.4K - $63.4K
|
114K
$4.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 1.02% |
$57.9K - $61.8K
|
177K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.79K+ 1.67% |
$57.8K - $61.7K
|
109K
$4.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 3.58% |
$54.8K - $58.4K
|
49K
$2.11M
|