Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45.7M+ 106475.96% |
$1.38B - $1.62B
|
45.7M
$1.97B
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.5MNew |
$347M - $406M
|
11.5M
$494M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3.91M+ 585.55% |
$118M - $138M
|
4.58M
$197M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.4M+ 135.71% |
$103M - $120M
|
5.9M
$254M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.65M+ 26.75% |
$49.9M - $58.4M
|
7.82M
$336M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.5M+ 19.65% |
$45.5M - $53.2M
|
9.16M
$394M
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.31MNew |
$39.6M - $46.3M
|
1.31M
$56.3M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
863KNew |
$26.1M - $30.5M
|
863K
$37.1M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
776KNew |
$23.5M - $27.4M
|
776K
$33.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
674K+ 7.67% |
$20.4M - $23.8M
|
9.45M
$406M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
535K+ 19.19% |
$16.2M - $18.9M
|
3.32M
$143M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
498KNew |
$15.1M - $17.6M
|
498K
$21.4M
|
|
|
Feb 23, 2023
Q4 2022
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
466KNew |
$14.1M - $16.5M
|
466K
$20M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
436KNew |
$13.2M - $15.4M
|
436K
$18.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
419KNew |
$12.7M - $14.8M
|
419K
$18M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
393KNew |
$11.9M - $13.9M
|
393K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
363KNew |
$11M - $12.8M
|
363K
$15.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
321K+ 62.05% |
$9.72M - $11.4M
|
839K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
278KNew |
$8.42M - $9.85M
|
278K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
253KNew |
$7.65M - $8.94M
|
253K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
225K+ 197.08% |
$6.81M - $7.96M
|
339K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
204K+ 1.44% |
$6.16M - $7.2M
|
14.3M
$617M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
163K+ 127.9% |
$4.94M - $5.78M
|
291K
$12.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157K+ 11.46% |
$4.76M - $5.56M
|
1.53M
$65.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
157K+ 2.68% |
$4.74M - $5.55M
|
6.01M
$258M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
144KNew |
$4.37M - $5.11M
|
144K
$6.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
141KNew |
$4.27M - $5M
|
141K
$6.08M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
125KNew |
$3.78M - $4.42M
|
125K
$5.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
124KNew |
$3.76M - $4.4M
|
124K
$5.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
124K+ 5.02% |
$3.74M - $4.37M
|
2.59M
$111M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
113KNew |
$3.42M - $4M
|
113K
$4.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
100K+ 39.82% |
$3.04M - $3.55M
|
353K
$15.2M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
97.7K+ 9.62% |
$2.95M - $3.46M
|
1.11M
$47.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
95.4KNew |
$2.88M - $3.37M
|
95.4K
$4.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
91.6K+ 4.67% |
$2.77M - $3.24M
|
2.05M
$88.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
89.2KNew |
$2.7M - $3.16M
|
89.2K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
79.5KNew |
$2.4M - $2.81M
|
79.5K
$3.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
77.1KNew |
$2.33M - $2.73M
|
77.1K
$3.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
76.3KNew |
$2.31M - $2.7M
|
76.3K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
72.2KNew |
$2.18M - $2.55M
|
72.2K
$3.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.8K+ 5.67% |
$2.14M - $2.5M
|
1.32M
$56.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.4K+ 10.49% |
$2.07M - $2.42M
|
720K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67.1K+ 13.81% |
$2.03M - $2.37M
|
553K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
60.8KNew |
$1.84M - $2.15M
|
60.8K
$2.61M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
56.6K+ 18.83% |
$1.71M - $2M
|
357K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
51.9KNew |
$1.57M - $1.83M
|
51.9K
$2.23M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
51.4K+ 7.59% |
$1.55M - $1.82M
|
729K
$31.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Resource Consulting Group Inc
|
BUY
|
- |
50.3K+ 1.14% |
$1.52M - $1.78M
|
4.47M
$192M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
49.9K+ 197.97% |
$1.51M - $1.76M
|
75.1K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
49.1KNew |
$1.48M - $1.74M
|
49.1K
$2.11M
|