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 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-104- 1.15% |
$4.89K - $5.41K
|
8.91K
$586K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-127- 1.05% |
$5.98K - $6.6K
|
11.9K
$784K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-131- 0.24% |
$6.16K - $6.81K
|
53.6K
$3.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 11.65% |
$7.06K - $7.8K
|
1.14K
$74.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-195- 1.08% |
$9.17K - $10.1K
|
17.9K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-197- 4.5% |
$9.27K - $10.2K
|
4.18K
$275K
|
|
|
Jun 01, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-201- 0.06% |
$9.46K - $10.4K
|
364K
$24M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-209- 1.2% |
$9.83K - $10.9K
|
17.2K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-229- 1.48% |
$10.8K - $11.9K
|
15.3K
$1M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-265Closed |
$12.5K - $13.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-309- 4.82% |
$14.5K - $16.1K
|
6.1K
$401K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-337- 0.61% |
$15.9K - $17.5K
|
54.6K
$3.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-345- 1.0% |
$16.2K - $17.9K
|
34K
$2.24M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-377- 1.08% |
$17.7K - $19.6K
|
34.5K
$2.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-388- 2.91% |
$18.3K - $20.2K
|
13K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-400- 3.74% |
$18.8K - $20.8K
|
10.3K
$677K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-434- 1.28% |
$20.4K - $22.6K
|
33.5K
$2.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-497- 1.81% |
$23.4K - $25.8K
|
27K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500- 1.48% |
$23.5K - $26K
|
33.2K
$2.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-544- 1.68% |
$25.6K - $28.3K
|
31.9K
$2.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-682- 1.53% |
$32.1K - $35.5K
|
43.8K
$2.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-684- 0.75% |
$32.2K - $35.6K
|
90K
$5.92M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-684- 3.09% |
$32.2K - $35.6K
|
21.4K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-710- 1.36% |
$33.4K - $36.9K
|
51.4K
$3.38M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-711- 10.53% |
$33.5K - $37K
|
6.04K
$397K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-748- 5.81% |
$35.2K - $38.9K
|
12.1K
$798K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-764- 0.58% |
$35.9K - $39.7K
|
132K
$8.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-789- 3.07% |
$37.1K - $41K
|
24.9K
$1.64M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-794- 6.84% |
$37.4K - $41.3K
|
10.8K
$711K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-896- 43.69% |
$42.2K - $46.6K
|
1.16K
$75.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-930- 7.85% |
$43.8K - $48.3K
|
10.9K
$718K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-948- 4.36% |
$44.6K - $49.3K
|
20.8K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-954- 1.46% |
$44.9K - $49.6K
|
64.4K
$4.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.01K- 5.62% |
$47.7K - $52.7K
|
17K
$1.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.02K- 5.41% |
$47.8K - $52.8K
|
17.8K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.06K- 1.68% |
$50.1K - $55.3K
|
62.2K
$4.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 1.44% |
$63.7K - $70.3K
|
92.3K
$6.07M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.63K- 0.38% |
$76.9K - $84.9K
|
433K
$28.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.98K- 24.12% |
$93.3K - $103K
|
6.24K
$410K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.14K- 9.42% |
$101K - $111K
|
20.6K
$1.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.14K- 2.28% |
$101K - $111K
|
91.5K
$6.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.3K- 9.78% |
$108K - $119K
|
21.2K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.39K- 0.42% |
$112K - $124K
|
572K
$37.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.53K- 6.74% |
$119K - $131K
|
35K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.8KClosed |
$132K - $145K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.95K- 3.57% |
$139K - $153K
|
79.7K
$5.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.23K- 10.52% |
$152K - $168K
|
27.4K
$1.8M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.23K- 10.52% |
$152K - $168K
|
27.4K
$1.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3.41K- 31.59% |
$161K - $177K
|
7.39K
$486K
|
|
|
Feb 15, 2022
Q4 2021
|
Awm Capital, LLC
|
SELL
|
- |
-3.49K- 0.86% |
$164K - $181K
|
401K
$26.3M
|