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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
69+ 0.51% |
$2.23K - $2.38K
|
13.7K
$589K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
68+ 0.26% |
$2.2K - $2.35K
|
26.4K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
65+ 0.51% |
$2.1K - $2.24K
|
12.8K
$552K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
60+ 0.39% |
$1.94K - $2.07K
|
15.4K
$664K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
56+ 0.51% |
$1.81K - $1.93K
|
11.1K
$475K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
56+ 0.51% |
$1.81K - $1.93K
|
11.1K
$479K
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
54+ 0.21% |
$1.75K - $1.86K
|
26.2K
$1.13M
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
BUY
|
- |
49+ 0.19% |
$1.58K - $1.69K
|
25.5K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
44+ 0.51% |
$1.42K - $1.52K
|
8.7K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.49% |
$1.36K - $1.45K
|
8.65K
$372K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
37+ 0.51% |
$1.2K - $1.28K
|
7.23K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34+ 0.14% |
$1.1K - $1.17K
|
24.1K
$1.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
33+ 0.15% |
$1.07K - $1.14K
|
22.5K
$967K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
32+ 0.25% |
$1.03K - $1.1K
|
13.1K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
29+ 0.52% |
$937 - $1K
|
5.63K
$242K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
28+ 0.5% |
$905 - $966
|
5.61K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
21+ 0.51% |
$679 - $725
|
4.18K
$180K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
19+ 0.51% |
$614 - $656
|
3.77K
$162K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18+ 0.15% |
$582 - $621
|
12.2K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 0.19% |
$517 - $552
|
8.56K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15+ 0.07% |
$485 - $518
|
21K
$901K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
11+ 0.03% |
$356 - $380
|
42K
$1.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$323 - $345
|
13.3K
$571K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 0.02% |
$259 - $276
|
41.8K
$1.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 0.54% |
$259 - $276
|
1.49K
$63.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 0.58% |
$226 - $242
|
1.22K
$52.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.07% |
$226 - $242
|
10.1K
$436K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.51% |
$226 - $242
|
1.39K
$59.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.53% |
$194 - $207
|
1.15K
$49.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.0% |
$162 - $173
|
127K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.04% |
$129 - $138
|
9.15K
$393K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.5% |
$129 - $138
|
810
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3+ 0.01% |
$97 - $104
|
31.7K
$1.36M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$32.3 - $34.5
|
18K
$775K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.28% |
$32.3 - $34.5
|
79
$3.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4- 0.02% |
$129 - $138
|
24.1K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.05% |
$485 - $518
|
30.4K
$1.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-25- 0.11% |
$808 - $863
|
23.3K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 0.06% |
$808 - $863
|
39K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-41- 0.39% |
$1.33K - $1.41K
|
10.5K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-62- 9.72% |
$2K - $2.14K
|
576
$24.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-73- 0.08% |
$2.36K - $2.52K
|
94.3K
$4.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-75- 0.47% |
$2.42K - $2.59K
|
15.8K
$677K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-81- 0.06% |
$2.62K - $2.79K
|
138K
$5.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102- 0.36% |
$3.3K - $3.52K
|
28.2K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-110- 0.62% |
$3.56K - $3.8K
|
17.8K
$764K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-134- 0.29% |
$4.33K - $4.62K
|
46.4K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-141- 0.09% |
$4.56K - $4.86K
|
152K
$6.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-150- 0.23% |
$4.85K - $5.18K
|
66.4K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-165- 3.54% |
$5.33K - $5.69K
|
4.49K
$193K
|