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 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-12.5K- 2.15% |
$403K - $431K
|
567K
$24.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-14.7K- 0.82% |
$475K - $507K
|
1.78M
$76.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14.7K- 13.45% |
$475K - $507K
|
94.6K
$4.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 1.65% |
$483K - $515K
|
890K
$38.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-15.8K- 6.54% |
$512K - $546K
|
226K
$9.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.1K- 50.66% |
$520K - $555K
|
15.7K
$674K
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-16.6K- 3.82% |
$536K - $573K
|
418K
$18M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-17.7K- 0.82% |
$570K - $609K
|
2.14M
$92.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-18.6K- 10.47% |
$601K - $642K
|
159K
$6.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-19.1K- 2.57% |
$616K - $657K
|
722K
$31.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-19.4K- 1.47% |
$628K - $671K
|
1.31M
$56.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 2.77% |
$650K - $693K
|
706K
$30.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-20.1K- 4.7% |
$650K - $694K
|
408K
$17.5M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-24.7K- 6.4% |
$798K - $852K
|
361K
$15.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26K- 2.44% |
$839K - $895K
|
1.04M
$44.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26K- 14.7% |
$842K - $898K
|
151K
$6.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-26.3K- 0.38% |
$851K - $909K
|
6.86M
$295M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-27.4K- 1.95% |
$884K - $944K
|
1.38M
$59.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-27.8K- 57.26% |
$897K - $957K
|
20.7K
$891K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-28.5K- 18.01% |
$922K - $984K
|
130K
$5.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-28.6K- 5.39% |
$924K - $986K
|
502K
$21.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-29.4K- 3.77% |
$949K - $1.01M
|
750K
$32.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-30K- 6.62% |
$969K - $1.03M
|
423K
$18.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-30.2K- 9.82% |
$975K - $1.04M
|
277K
$11.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-30.6K- 61.42% |
$990K - $1.06M
|
19.2K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-31.2K- 2.21% |
$1.01M - $1.08M
|
1.38M
$59.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-31.3K- 2.02% |
$1.01M - $1.08M
|
1.52M
$65.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-31.8K- 0.72% |
$1.03M - $1.1M
|
4.36M
$187M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-33.2K- 2.18% |
$1.07M - $1.15M
|
1.49M
$64M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35.1K- 1.77% |
$1.14M - $1.21M
|
1.95M
$83.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.6K- 66.94% |
$1.21M - $1.3M
|
18.6K
$798K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37.6K- 30.94% |
$1.22M - $1.3M
|
84K
$3.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-40K- 16.05% |
$1.29M - $1.38M
|
209K
$9M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-41.3K- 2.8% |
$1.33M - $1.42M
|
1.43M
$61.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-43.7K- 2.1% |
$1.41M - $1.51M
|
2.04M
$87.7M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.5K- 9.07% |
$1.44M - $1.54M
|
446K
$19.2M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-47K- 13.14% |
$1.52M - $1.62M
|
311K
$13.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48.2K- 60.49% |
$1.56M - $1.66M
|
31.5K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-55.2K- 35.73% |
$1.78M - $1.9M
|
99.3K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58.2K- 2.24% |
$1.88M - $2.01M
|
2.54M
$109M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-62.3K- 36.35% |
$2.01M - $2.15M
|
109K
$4.69M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-68.6K- 6.65% |
$2.22M - $2.37M
|
963K
$41.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-71.5K- 53.39% |
$2.31M - $2.47M
|
62.5K
$2.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-73.6K- 5.57% |
$2.38M - $2.54M
|
1.25M
$53.7M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-98.4K- 13.9% |
$3.18M - $3.39M
|
610K
$26.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-122K- 1.71% |
$3.94M - $4.2M
|
7M
$301M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-178K- 2.95% |
$5.76M - $6.15M
|
5.87M
$252M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-180K- 65.74% |
$5.8M - $6.2M
|
93.6K
$4.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-259K- 2.26% |
$8.38M - $8.95M
|
11.2M
$482M
|