Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr U S Equity (DFUS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Equity (DFUS) during Q1 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR U S EQUITY .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
80+ 0.18% |
$3.61K - $4.16K
|
44.2K
$2.93M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
72+ 0.23% |
$3.25K - $3.74K
|
31.8K
$2.11M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
67New |
$3.03K - $3.48K
|
67
$4.45K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63+ 0.23% |
$2.85K - $3.28K
|
27.9K
$1.86M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61+ 0.46% |
$2.75K - $3.17K
|
13.2K
$879K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
59+ 0.23% |
$2.66K - $3.07K
|
25.8K
$1.71M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
48+ 0.58% |
$2.17K - $2.5K
|
8.35K
$555K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42+ 0.2% |
$1.9K - $2.18K
|
21.2K
$1.41M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.23% |
$1.9K - $2.18K
|
18.6K
$1.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 0.23% |
$1.81K - $2.08K
|
17.8K
$1.18M
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
34+ 0.23% |
$1.54K - $1.77K
|
15K
$997K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
33+ 0.78% |
$1.49K - $1.72K
|
4.27K
$284K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 0.27% |
$1.35K - $1.56K
|
10.9K
$727K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
29+ 0.23% |
$1.31K - $1.51K
|
12.7K
$847K
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
28+ 0.22% |
$1.26K - $1.46K
|
12.5K
$830K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
28+ 0.23% |
$1.26K - $1.46K
|
12.2K
$810K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26+ 0.22% |
$1.17K - $1.35K
|
11.8K
$781K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
26+ 0.16% |
$1.17K - $1.35K
|
16.8K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
24+ 0.23% |
$1.08K - $1.25K
|
10.6K
$704K
|
|
|
Apr 21, 2022
Q1 2022
|
Bayshore Asset Management, LLC
|
BUY
|
- |
23+ 0.02% |
$1.04K - $1.2K
|
119K
$7.91M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23+ 0.11% |
$1.04K - $1.2K
|
20.8K
$1.38M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17+ 0.06% |
$768 - $884
|
27.2K
$1.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
14+ 0.22% |
$632 - $728
|
6.25K
$416K
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
12+ 0.23% |
$542 - $624
|
5.32K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.23% |
$542 - $624
|
5.24K
$348K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.22% |
$542 - $624
|
5.43K
$361K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$542 - $624
|
5.44K
$362K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
9+ 0.22% |
$406 - $468
|
4.13K
$275K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 0.13% |
$406 - $468
|
6.78K
$451K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$406 - $468
|
12.2K
$810K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
9+ 0.02% |
$406 - $468
|
46.7K
$3.1M
|
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
BUY
|
- |
9+ 0.12% |
$406 - $468
|
7.41K
$492K
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8+ 0.08% |
$361 - $416
|
9.72K
$646K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.25% |
$316 - $364
|
2.81K
$187K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7+ 0.12% |
$316 - $364
|
5.83K
$387K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
BUY
|
- |
7+ 0.04% |
$316 - $364
|
16.7K
$1.11M
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
5+ 0.21% |
$226 - $260
|
2.34K
$156K
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $156
|
10.8K
$719K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.26% |
$135 - $156
|
1.16K
$77.1K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3New |
$135 - $156
|
3
$199
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.25% |
$90.3 - $104
|
817
$54.3K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2+ 0.17% |
$90.3 - $104
|
1.2K
$79.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$45.2 - $52
|
8.42K
$559K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.0% |
$45.2 - $52
|
31.9K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.49% |
$45.2 - $52
|
204
$13.6K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 0.29% |
$226 - $260
|
1.73K
$115K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.13% |
$903 - $1.04K
|
15.1K
$1M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-62- 0.19% |
$2.8K - $3.22K
|
33.4K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-88- 1.33% |
$3.97K - $4.58K
|
6.55K
$435K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-102- 29.31% |
$4.61K - $5.31K
|
246
$16.3K
|