Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2022. 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
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
9.11K
New
$270K - $317K
9.11K $385K
Oct 25, 2022 Q3 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
8.81K
+ 5.38%
$261K - $307K
172K $7.3M
Oct 31, 2022 Q3 2022
Verus Financial Partners, Inc.

BUY
 -
8.65K
+ 106.55%
$256K - $301K
16.8K $710K
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
8.36K
+ 6.66%
$247K - $291K
134K $5.66M
Nov 01, 2022 Q3 2022
Claris Advisors, LLC

BUY
 -
7.8K
+ 2.1%
$231K - $271K
378K $16M
Nov 04, 2022 Q3 2022
V Wealth Advisors LLC

BUY
 -
7.74K
+ 100.0%
$229K - $269K
15.5K $655K
Nov 09, 2022 Q3 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
7.7K
New
$228K - $268K
7.7K $326K
Nov 10, 2022 Q3 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
7.69K
New
$228K - $267K
7.69K $325K
Nov 03, 2022 Q3 2022
Worth Pointe, LLC

La Jolla, CA
BUY
 -
7.57K
+ 1.39%
$224K - $263K
553K $23.4M
Nov 09, 2022 Q3 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
7.23K
New
$214K - $251K
7.23K $306K
Oct 18, 2022 Q3 2022
Gsb Wealth Management, LLC

BUY
 -
7K
New
$207K - $244K
7K $296K
Nov 09, 2022 Q3 2022
Kovitz Investment Group Partners, LLC

BUY
 -
7K
New
$207K - $243K
7K $296K
Oct 14, 2022 Q3 2022
Well Done, LLC

BUY
 -
6.98K
New
$207K - $243K
6.98K $295K
Nov 03, 2022 Q3 2022
Maryland Capital Advisors Inc.

BUY
 -
6.71K
New
$199K - $234K
6.71K $284K
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
6.25K
+ 0.5%
$185K - $217K
1.26M $53.1M
Nov 04, 2022 Q3 2022
Commerce Bank

Kansas City, MO
BUY
 -
6.16K
+ 35.44%
$182K - $214K
23.6K $997K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

BUY
 -
5.47K
New
$162K - $190K
5.47K $231K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
5.35K
+ 7.83%
$158K - $186K
73.6K $3.11M
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.89K
+ 0.76%
$145K - $170K
652K $27.6M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
4.85K
New
$144K - $169K
4.85K $205K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
4.04K
New
$119K - $140K
4.04K $171K
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.92K
+ 2.93%
$116K - $136K
138K $5.82M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
3.91K
+ 52.01%
$116K - $136K
11.4K $484K
Oct 21, 2022 Q3 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
3.68K
New
$109K - $128K
3.68K $155K
Nov 09, 2022 Q3 2022
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
3.64K
+ 18.08%
$108K - $127K
23.8K $1.01M
Nov 10, 2022 Q3 2022
Ubs Group Ag

BUY
 -
3.55K
+ 2.62%
$105K - $123K
139K $5.88M
Oct 20, 2022 Q3 2022
Dynamic Advisor Solutions LLC

BUY
 -
2.9K
+ 15.1%
$86K - $101K
22.1K $937K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
2.87K
New
$84.9K - $99.7K
2.87K $121K
Oct 31, 2022 Q3 2022
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
2.63K
+ 9.01%
$77.8K - $91.5K
31.8K $1.35M
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
2.62K
+ 0.74%
$77.4K - $90.9K
355K $15M
Oct 27, 2022 Q3 2022
Bay Colony Advisory Group, Inc D

BUY
 -
2.53K
+ 25.15%
$74.8K - $87.9K
12.6K $532K
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
2.5K
+ 0.36%
$73.9K - $86.8K
705K $29.8M
Oct 19, 2022 Q3 2022
Sloy Dahl & Holst, LLC

BUY
 -
2.35K
+ 1.58%
$69.6K - $81.8K
151K $6.41M
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.23K
+ 5.88%
$66K - $77.6K
40.2K $1.7M
Nov 07, 2022 Q3 2022
Caprock Group, Inc.

BUY
 -
2.08K
+ 7.28%
$61.6K - $72.3K
30.6K $1.3M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
2.07K
New
$61.4K - $72.1K
2.07K $87.8K
Nov 14, 2022 Q3 2022
Wescott Financial Advisory Group, LLC

BUY
 -
2.05K
+ 0.23%
$60.7K - $71.3K
902K $38.2M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
1.93K
+ 4.76%
$57K - $67K
42.4K $1.79M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
1.74K
+ 13.32%
$51.6K - $60.6K
14.8K $627K
Nov 09, 2022 Q3 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.58K
+ 45.99%
$46.6K - $54.8K
5K $212K
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
1.55K
+ 0.08%
$45.9K - $53.9K
2.07M $87.5M
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
1.52K
+ 1.89%
$45.1K - $53K
82.3K $3.48M
Nov 02, 2022 Q3 2022
Sandy Spring Bank

BUY
 -
1.45K
+ 1.09%
$43K - $50.5K
135K $5.7M
Oct 26, 2022 Q3 2022
Capital Performance Advisors LLP

BUY
 -
1.42K
+ 0.28%
$41.9K - $49.2K
501K $21.2M
Nov 14, 2022 Q3 2022
De Burlo Group Inc

Boston, MA
BUY
 -
1.34K
New
$39.5K - $46.4K
1.34K $56.5K
Nov 14, 2022 Q3 2022
Resolute Financial, LLC

BUY
 -
1.24K
+ 12.67%
$36.7K - $43.1K
11K $466K
Nov 07, 2022 Q3 2022
Sensible Financial Planning & Management, Llc.

BUY
 -
1.2K
+ 0.49%
$35.4K - $41.6K
247K $10.5M
Nov 02, 2022 Q3 2022
Bayshore Asset Management, LLC

BUY
 -
1.19K
+ 0.22%
$35.1K - $41.3K
550K $23.3M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.18K
+ 0.92%
$34.8K - $40.9K
129K $5.46M

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