Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
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 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.51% |
$207 - $243
|
1.37K
$58.8K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.08% |
$207 - $243
|
8.85K
$380K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.5% |
$178 - $209
|
1.2K
$51.6K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4+ 0.6% |
$118 - $139
|
668
$28.7K
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.48% |
$88.8 - $104
|
632
$27.1K
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.51% |
$59.2 - $69.6
|
393
$16.9K
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$59.2 - $69.6
|
71.4K
$3.06M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.3% |
$29.6 - $34.8
|
78
$3.35K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.0% |
$29.6 - $34.8
|
25.7K
$1.1M
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.01% |
$414 - $487
|
123K
$5.29M
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-48Closed |
$1.42K - $1.67K
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-60- 0.25% |
$1.78K - $2.09K
|
24.1K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-63- 0.51% |
$1.86K - $2.19K
|
12.3K
$526K
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-72- 0.07% |
$2.13K - $2.5K
|
99.8K
$4.28M
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95Closed |
$2.81K - $3.3K
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-97- 0.04% |
$2.87K - $3.37K
|
250K
$10.7M
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-100- 0.43% |
$2.96K - $3.48K
|
23.1K
$990K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-111- 1.01% |
$3.29K - $3.86K
|
10.9K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-132- 0.22% |
$3.91K - $4.59K
|
60.8K
$2.61M
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.55% |
$4K - $4.7K
|
8.6K
$369K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-148- 0.06% |
$4.38K - $5.15K
|
229K
$9.84M
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-181- 0.3% |
$5.36K - $6.3K
|
59.8K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-196- 0.4% |
$5.8K - $6.82K
|
49.4K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-239- 1.41% |
$7.07K - $8.31K
|
16.7K
$715K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-269- 2.52% |
$7.96K - $9.36K
|
10.4K
$446K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-281- 0.92% |
$8.32K - $9.77K
|
30.2K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-322- 0.59% |
$9.53K - $11.2K
|
54K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-414- 0.15% |
$12.3K - $14.4K
|
280K
$12M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-421- 1.28% |
$12.5K - $14.6K
|
32.4K
$1.39M
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-427- 0.25% |
$12.6K - $14.9K
|
173K
$7.45M
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-473- 0.1% |
$14K - $16.5K
|
463K
$19.9M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-528- 0.27% |
$15.6K - $18.4K
|
198K
$8.51M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-535- 1.28% |
$15.8K - $18.6K
|
41.1K
$1.77M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-552- 5.53% |
$16.3K - $19.2K
|
9.43K
$405K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-554- 2.15% |
$16.4K - $19.3K
|
25.2K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-598- 1.59% |
$17.7K - $20.8K
|
36.9K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-662- 1.83% |
$19.6K - $23K
|
35.5K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-674- 4.81% |
$20K - $23.4K
|
13.4K
$573K
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-750- 4.68% |
$22.2K - $26.1K
|
15.3K
$656K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-750- 0.66% |
$22.2K - $26.1K
|
113K
$4.85M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-808- 21.06% |
$23.9K - $28.1K
|
3.03K
$130K
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-816- 4.92% |
$24.2K - $28.4K
|
15.8K
$678K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-827- 19.79% |
$24.5K - $28.8K
|
3.35K
$144K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-928- 53.73% |
$27.5K - $32.3K
|
799
$34.3K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-966- 10.19% |
$28.6K - $33.6K
|
8.52K
$366K
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-996- 1.41% |
$29.5K - $34.6K
|
69.8K
$3M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.12K- 0.24% |
$33.1K - $38.9K
|
458K
$19.7M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.23K- 2.88% |
$36.4K - $42.8K
|
41.5K
$1.78M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$43.6K - $51.3K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.54K- 4.72% |
$45.5K - $53.5K
|
31K
$1.33M
|