Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.87K- 5.32% |
$128K - $149K
|
51.1K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 1.82% |
$135K - $157K
|
163K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-3.11K- 10.38% |
$138K - $161K
|
26.8K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.26K- 1.3% |
$145K - $169K
|
248K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.28K- 29.53% |
$146K - $171K
|
7.83K
$489K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.33K- 11.38% |
$148K - $173K
|
25.9K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-3.36K- 1.94% |
$150K - $175K
|
169K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.43K- 2.27% |
$153K - $178K
|
148K
$9.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.7K- 6.44% |
$165K - $192K
|
53.7K
$3.35M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.7K- 2.31% |
$165K - $192K
|
157K
$9.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.71K- 8.68% |
$165K - $193K
|
39K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.77K- 0.27% |
$168K - $196K
|
1.42M
$88.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Peavine Capital, LLC
|
SELL
|
- |
-3.91K- 34.49% |
$174K - $204K
|
7.43K
$464K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4.35K- 31.12% |
$194K - $226K
|
9.63K
$601K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.82K- 11.14% |
$215K - $251K
|
38.5K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-4.97K- 11.18% |
$221K - $258K
|
39.5K
$2.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5.25K- 1.8% |
$234K - $273K
|
286K
$17.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.7K- 2.69% |
$254K - $296K
|
206K
$12.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-6.03K- 14.22% |
$268K - $313K
|
36.4K
$2.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6.27K- 24.65% |
$279K - $326K
|
19.2K
$1.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.51K- 48.48% |
$290K - $339K
|
6.92K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.71K- 1.6% |
$299K - $349K
|
412K
$25.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-6.85K- 3.22% |
$305K - $356K
|
206K
$12.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.01K- 0.48% |
$312K - $364K
|
1.45M
$90.4M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8.21K- 14.2% |
$365K - $427K
|
49.6K
$3.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.38K- 22.32% |
$418K - $488K
|
32.7K
$2.04M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-9.54K- 1.41% |
$425K - $496K
|
667K
$41.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-9.78K- 1.9% |
$435K - $508K
|
505K
$31.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.83K- 8.13% |
$437K - $511K
|
111K
$6.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12.5K- 82.91% |
$557K - $651K
|
2.58K
$161K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-12.7K- 49.77% |
$566K - $661K
|
12.8K
$801K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.7K- 1.59% |
$566K - $662K
|
789K
$49.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-12.8K- 27.86% |
$572K - $668K
|
33.3K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-14K- 2.08% |
$623K - $728K
|
658K
$41.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 0.88% |
$688K - $804K
|
1.73M
$108M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.8K- 0.96% |
$701K - $819K
|
1.63M
$102M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-19.5K- 1.83% |
$867K - $1.01M
|
1.04M
$65.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20.3K- 72.57% |
$905K - $1.06M
|
7.68K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.9K- 3.62% |
$929K - $1.09M
|
556K
$34.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.6K- 2.22% |
$1.05M - $1.23M
|
1.04M
$65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.9K- 2.14% |
$1.07M - $1.24M
|
1.1M
$68.4M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.8K- 15.65% |
$1.1M - $1.29M
|
134K
$8.34M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-27.2K- 1.65% |
$1.21M - $1.41M
|
1.62M
$101M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.8K- 0.93% |
$1.55M - $1.81M
|
3.69M
$231M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34.9K- 3.46% |
$1.56M - $1.82M
|
975K
$60.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-35.2K- 2.48% |
$1.57M - $1.83M
|
1.38M
$86.4M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.8K- 29.86% |
$1.73M - $2.02M
|
91.1K
$5.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40K- 3.73% |
$1.78M - $2.08M
|
1.03M
$64.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-51.2K- 17.82% |
$2.28M - $2.66M
|
236K
$14.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-59.3K- 3.45% |
$2.64M - $3.08M
|
1.66M
$104M
|