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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-169- 0.12% |
$5.46K - $5.83K
|
142K
$6.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 0.48% |
$6.14K - $6.56K
|
39.4K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-234- 1.34% |
$7.56K - $8.07K
|
17.3K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-249- 0.03% |
$8.05K - $8.59K
|
758K
$32.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-271- 0.85% |
$8.76K - $9.35K
|
31.6K
$1.36M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-298- 0.36% |
$9.63K - $10.3K
|
83.5K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-352- 1.81% |
$11.4K - $12.1K
|
19K
$819K
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-358- 5.72% |
$11.6K - $12.4K
|
5.9K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-369- 0.05% |
$11.9K - $12.7K
|
713K
$30.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-390- 0.57% |
$12.6K - $13.5K
|
67.7K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-400- 0.77% |
$12.9K - $13.8K
|
51.6K
$2.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-462- 0.06% |
$14.9K - $15.9K
|
774K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-510- 4.02% |
$16.5K - $17.6K
|
12.2K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-538- 2.92% |
$17.4K - $18.6K
|
17.9K
$768K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-553- 0.2% |
$17.9K - $19.1K
|
278K
$12M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-631- 3.56% |
$20.4K - $21.8K
|
17.1K
$735K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-632- 0.16% |
$20.4K - $21.8K
|
391K
$16.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-634- 0.34% |
$20.5K - $21.9K
|
187K
$8.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-644- 1.56% |
$20.8K - $22.2K
|
40.7K
$1.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-678- 0.27% |
$21.9K - $23.4K
|
254K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-697- 1.17% |
$22.5K - $24K
|
58.9K
$2.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-722- 4.32% |
$23.3K - $24.9K
|
16K
$687K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-747- 9.95% |
$24.1K - $25.8K
|
6.76K
$291K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-781- 1.08% |
$25.2K - $26.9K
|
71.4K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-811- 1.35% |
$26.2K - $28K
|
59.2K
$2.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-829- 3.61% |
$26.8K - $28.6K
|
22.2K
$953K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-863- 0.29% |
$27.9K - $29.8K
|
297K
$12.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-886- 53.44% |
$28.6K - $30.6K
|
772
$33.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-900- 1.27% |
$29.1K - $31.1K
|
69.8K
$3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-963- 7.06% |
$31.1K - $33.2K
|
12.7K
$545K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-986- 2.67% |
$31.9K - $34K
|
35.9K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.02K- 0.55% |
$33K - $35.2K
|
185K
$7.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 3.56% |
$33.5K - $35.7K
|
28.1K
$1.21M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-1.04K- 0.69% |
$33.6K - $35.8K
|
150K
$6.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.06K- 3.79% |
$34.3K - $36.6K
|
26.9K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.07K- 0.45% |
$34.6K - $36.9K
|
237K
$10.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.11K- 0.36% |
$35.7K - $38.2K
|
304K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.14K- 0.65% |
$36.7K - $39.2K
|
173K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.14K- 11.4% |
$36.7K - $39.2K
|
8.83K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.18K- 2.75% |
$38K - $40.6K
|
41.5K
$1.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.2K- 1.66% |
$38.9K - $41.5K
|
71.4K
$3.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.27K- 4.92% |
$40.9K - $43.6K
|
24.5K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.27K- 0.82% |
$41.1K - $43.9K
|
154K
$6.61M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.4K- 1.24% |
$45.4K - $48.4K
|
112K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.46K- 12.74% |
$47.2K - $50.4K
|
10K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.46K- 1.06% |
$47.2K - $50.4K
|
137K
$5.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 7.97% |
$49K - $52.3K
|
17.5K
$752K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.54K- 0.14% |
$49.7K - $53.1K
|
1.13M
$48.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.58K- 5.64% |
$50.9K - $54.4K
|
26.4K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-1.6K- 0.19% |
$51.8K - $55.3K
|
820K
$35.3M
|