Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
29.3KNew |
$1.38M - $1.52M
|
29.3K
$1.92M
|
|
|
Jan 26, 2022
Q4 2021
|
Shearwater Capital LLC
|
BUY
|
- |
28.7KNew |
$1.35M - $1.49M
|
28.7K
$1.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
27.5KNew |
$1.3M - $1.43M
|
27.5K
$1.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
27K+ 2.35% |
$1.27M - $1.4M
|
1.17M
$77M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
26.7KNew |
$1.26M - $1.39M
|
26.7K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26.4KNew |
$1.24M - $1.37M
|
26.4K
$1.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
25.7KNew |
$1.21M - $1.34M
|
25.7K
$1.69M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.7K+ 1.08% |
$1.07M - $1.18M
|
2.12M
$139M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
22.6KNew |
$1.06M - $1.17M
|
22.6K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
18.7KNew |
$878K - $970K
|
18.7K
$1.22M
|
|
|
Mar 17, 2022
Q4 2021
|
Retirement Solution Inc.
|
BUY
|
- |
18.5K+ 3.67% |
$868K - $959K
|
521K
$34.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
18.4K+ 1.92% |
$864K - $955K
|
973K
$63.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
17.2KNew |
$808K - $893K
|
17.2K
$1.13M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
16.7KNew |
$787K - $869K
|
16.7K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.6KNew |
$734K - $811K
|
15.6K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
14.8K+ 35.94% |
$697K - $770K
|
56.1K
$3.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
14.4K+ 3.66% |
$676K - $747K
|
407K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 22.72% |
$644K - $712K
|
73.9K
$4.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
13.7KNew |
$644K - $711K
|
13.7K
$898K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
13.1K+ 20.92% |
$618K - $683K
|
75.9K
$4.98M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13K+ 13.03% |
$613K - $677K
|
113K
$7.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$594K - $657K
|
12.6K
$828K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.6K+ 10.35% |
$594K - $656K
|
135K
$8.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.2KNew |
$572K - $632K
|
12.2K
$798K
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
12.1K+ 1.19% |
$571K - $631K
|
1.03M
$67.7M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
11.9KNew |
$559K - $618K
|
11.9K
$779K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
11.1KNew |
$522K - $576K
|
11.1K
$727K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
10.8K+ 25.69% |
$510K - $563K
|
53K
$3.48M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
10.6KNew |
$497K - $549K
|
10.6K
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 34.66% |
$495K - $547K
|
40.9K
$2.68M
|
|
|
Feb 23, 2022
Q4 2021
|
Geometric Wealth Advisors
|
BUY
|
- |
9.89KNew |
$465K - $514K
|
9.89K
$648K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
9.88KNew |
$465K - $514K
|
9.88K
$648K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.62K+ 62.48% |
$452K - $500K
|
25K
$1.64M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
9.58KNew |
$451K - $498K
|
9.58K
$628K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9.51K+ 153.98% |
$447K - $494K
|
15.7K
$1.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
9.05K+ 16.71% |
$426K - $470K
|
63.2K
$4.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.8K+ 1.95% |
$414K - $457K
|
460K
$30.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
8.69KNew |
$409K - $452K
|
8.69K
$570K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.33K+ 10.34% |
$392K - $433K
|
88.9K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Westwood Wealth Management
|
BUY
|
- |
7.4KNew |
$348K - $384K
|
7.4K
$485K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.29K+ 53.97% |
$343K - $379K
|
20.8K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
6.93K+ 1.12% |
$326K - $360K
|
626K
$41.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.86KNew |
$323K - $357K
|
6.86K
$450K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.62K+ 4.84% |
$312K - $344K
|
144K
$9.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
6.27KNew |
$295K - $326K
|
6.27K
$411K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.21K+ 12.72% |
$292K - $323K
|
55K
$3.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.04K+ 93.54% |
$284K - $314K
|
12.5K
$820K
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.75KNew |
$270K - $299K
|
5.75K
$377K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.63K+ 109.3% |
$265K - $293K
|
10.8K
$707K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.42KNew |
$255K - $282K
|
5.42K
$355K
|