Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
22+ 0.4% |
$854 - $1.02K
|
5.49K
$360K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
18+ 0.04% |
$699 - $838
|
46.5K
$3.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16+ 0.2% |
$621 - $745
|
8.11K
$532K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 0.24% |
$621 - $745
|
6.81K
$447K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
16+ 0.39% |
$621 - $745
|
4.17K
$273K
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 0.03% |
$505 - $605
|
43.8K
$2.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.22% |
$505 - $605
|
5.85K
$384K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 0.37% |
$505 - $605
|
3.49K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.39% |
$427 - $512
|
2.83K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
10New |
$388 - $466
|
10
$656
|
|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10+ 0.19% |
$388 - $466
|
5.35K
$351K
|
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
BUY
|
- |
10+ 0.43% |
$388 - $466
|
2.36K
$155K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 0.42% |
$194 - $233
|
1.21K
$79.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 0.43% |
$194 - $233
|
1.17K
$76.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4+ 0.01% |
$155 - $186
|
46.6K
$3.06M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.37% |
$116 - $140
|
823
$54K
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$77.6 - $93.1
|
27.4K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.01% |
$38.8 - $46.6
|
8.42K
$552K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.0% |
$38.8 - $46.6
|
31.9K
$2.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1+ 0.0% |
$38.8 - $46.6
|
127K
$8.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5- 2.19% |
$194 - $233
|
223
$14.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-11- 0.16% |
$427 - $512
|
6.86K
$450K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-21- 0.05% |
$815 - $978
|
41.6K
$2.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-21- 0.38% |
$815 - $978
|
5.56K
$365K
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-43- 0.27% |
$1.67K - $2K
|
15.9K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-45- 0.22% |
$1.75K - $2.1K
|
20.5K
$1.34M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 0.69% |
$1.94K - $2.33K
|
7.18K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-50- 0.69% |
$1.94K - $2.33K
|
7.18K
$471K
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-54- 0.11% |
$2.1K - $2.51K
|
48.2K
$3.16M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-67Closed |
$2.6K - $3.12K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-68- 0.58% |
$2.64K - $3.17K
|
11.7K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-68- 0.58% |
$2.64K - $3.17K
|
11.7K
$770K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-74- 0.01% |
$2.87K - $3.45K
|
570K
$37.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-86- 0.82% |
$3.34K - $4.01K
|
10.3K
$678K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-94- 1.04% |
$3.65K - $4.38K
|
8.96K
$587K
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-114- 1.92% |
$4.43K - $5.31K
|
5.82K
$382K
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
SELL
|
- |
-114- 1.05% |
$4.43K - $5.31K
|
10.7K
$702K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-146- 0.35% |
$5.67K - $6.8K
|
41.5K
$2.72M
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-160- 0.64% |
$6.21K - $7.45K
|
24.8K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-180- 2.88% |
$6.99K - $8.38K
|
6.06K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-187- 0.38% |
$7.26K - $8.71K
|
49.2K
$3.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-217- 1.68% |
$8.42K - $10.1K
|
12.7K
$834K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-250- 3.38% |
$9.71K - $11.6K
|
7.14K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-284- 0.89% |
$11K - $13.2K
|
31.7K
$2.08M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-286- 0.5% |
$11.1K - $13.3K
|
56.4K
$3.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-320- 0.08% |
$12.4K - $14.9K
|
417K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-355- 1.57% |
$13.8K - $16.5K
|
22.3K
$1.46M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-360- 1.78% |
$14K - $16.8K
|
19.8K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-425- 4.3% |
$16.5K - $19.8K
|
9.45K
$620K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-448- 2.21% |
$17.4K - $20.9K
|
19.8K
$1.3M
|