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
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.68K- 3.77% |
$54.4K - $58.1K
|
42.9K
$1.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.73K- 2.93% |
$55.8K - $59.6K
|
57.3K
$2.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.85K- 3.17% |
$59.9K - $63.9K
|
56.5K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.92K- 2.74% |
$62.1K - $66.3K
|
68.3K
$2.94M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.26K- 34.46% |
$72.9K - $77.9K
|
4.29K
$185K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.48K- 4.89% |
$80.2K - $85.6K
|
48.3K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.61K- 0.39% |
$84.2K - $89.9K
|
659K
$28.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.77K- 29.92% |
$89.7K - $95.7K
|
6.5K
$279K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.79K- 3.92% |
$90.2K - $96.3K
|
68.5K
$2.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-2.9K- 3.48% |
$93.6K - $99.9K
|
80.4K
$3.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.14K- 2.37% |
$101K - $108K
|
129K
$5.56M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.32K- 1.34% |
$107K - $115K
|
245K
$10.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-3.34K- 2.59% |
$108K - $115K
|
126K
$5.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.6K- 4.79% |
$116K - $124K
|
71.6K
$3.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.63K- 2.51% |
$117K - $125K
|
141K
$6.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.96K- 6.36% |
$128K - $136K
|
58.2K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-4.31K- 0.75% |
$139K - $149K
|
567K
$24.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.45K- 0.64% |
$144K - $153K
|
695K
$29.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.8K- 13.41% |
$155K - $166K
|
31K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.92K- 4.44% |
$159K - $170K
|
106K
$4.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-4.94K- 1.26% |
$160K - $170K
|
386K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.24K- 1.65% |
$169K - $181K
|
312K
$13.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.25K- 20.09% |
$170K - $181K
|
20.9K
$897K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.46K- 13.88% |
$176K - $188K
|
33.9K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.48K- 10.42% |
$177K - $189K
|
47.1K
$2.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-5.61K- 3.05% |
$181K - $194K
|
178K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.93K- 19.88% |
$192K - $205K
|
23.9K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.94K- 1.56% |
$192K - $205K
|
376K
$16.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
SELL
|
- |
-5.97K- 13.32% |
$193K - $206K
|
38.8K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.1K- 2.27% |
$197K - $210K
|
262K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.15K- 0.95% |
$199K - $212K
|
639K
$27.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-6.38K- 2.94% |
$206K - $220K
|
211K
$9.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.71K- 11.01% |
$217K - $232K
|
54.3K
$2.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-6.76K- 2.34% |
$218K - $233K
|
282K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.83K- 4.39% |
$221K - $236K
|
149K
$6.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-6.93K- 27.38% |
$224K - $239K
|
18.4K
$791K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8K- 36.46% |
$259K - $276K
|
13.9K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8.56K- 4.96% |
$277K - $295K
|
164K
$7.05M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.58K- 1.21% |
$277K - $296K
|
697K
$30M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-8.72K- 3.53% |
$282K - $301K
|
238K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.03K- 42.41% |
$292K - $311K
|
12.3K
$527K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-9.54K- 2.43% |
$308K - $329K
|
384K
$16.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.68K- 4.84% |
$313K - $334K
|
190K
$8.19M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 1.47% |
$334K - $357K
|
694K
$29.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-10.4K- 63.55% |
$335K - $358K
|
5.95K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.7K- 7.48% |
$345K - $368K
|
132K
$5.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 7.5% |
$351K - $375K
|
134K
$5.76M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-11.1K- 2.44% |
$357K - $381K
|
442K
$19M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-11.2K- 33.47% |
$362K - $387K
|
22.3K
$958K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.4K- 1.6% |
$401K - $428K
|
765K
$32.9M
|