Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 03, 2023 Q4 2022
Regions Financial Corp

BUY
 -
3.35K
+ 5.3%
$101K - $118K
66.6K $2.84M
Feb 13, 2023 Q4 2022
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3.29K
New
$99.5K - $116K
3.29K $140K
Mar 01, 2023 Q4 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
2.95K
+ 0.25%
$89.1K - $104K
1.19M $50.7M
Mar 14, 2023 Q4 2022
Awm Capital, LLC

BUY
 -
2.93K
+ 22.71%
$88.4K - $103K
15.8K $674K
Feb 14, 2023 Q4 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
2.84K
New
$85.7K - $100K
2.84K $121K
Feb 10, 2023 Q4 2022
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.7K
New
$81.6K - $95.5K
2.7K $115K
Jan 26, 2023 Q4 2022
Lauterbach Financial Advisors, LLC

BUY
 -
2.5K
+ 0.85%
$75.6K - $88.5K
297K $12.6M
Feb 10, 2023 Q4 2022
M Financial Asset Management, Inc.

Portland, OR
BUY
 -
2.39K
+ 1.3%
$72.1K - $84.4K
186K $7.93M
Feb 13, 2023 Q4 2022
Parkside Financial Bank & Trust

BUY
 -
2.28K
+ 9.3%
$68.8K - $80.5K
26.8K $1.14M
Feb 13, 2023 Q4 2022
M&T Bank Corp

BUY
 -
2.14K
New
$64.6K - $75.5K
2.14K $91.1K
Jan 24, 2023 Q4 2022
Pinnacle Bancorp, Inc.

BUY
 -
1.92K
+ 172.31%
$58.1K - $68K
3.04K $130K
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
1.9K
+ 0.41%
$57.5K - $67.3K
460K $19.6M
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.89K
New
$57K - $66.7K
1.89K $80.4K
Feb 14, 2023 Q4 2022
Monograph Wealth Advisors, LLC

BUY
 -
1.86K
+ 0.27%
$56.1K - $65.7K
691K $29.5M
Jan 19, 2023 Q4 2022
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
1.78K
+ 14.19%
$53.7K - $62.8K
14.3K $609K
Jan 23, 2023 Q4 2022
Caprock Group, Inc.

BUY
 -
1.67K
+ 5.46%
$50.6K - $59.2K
32.3K $1.38M
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
1.66K
New
$50.3K - $58.8K
1.66K $70.9K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.59K
+ 1.8%
$48K - $56.2K
90K $3.84M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.39K
+ 0.39%
$41.9K - $49K
356K $15.2M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
1.38K
New
$41.8K - $48.9K
1.38K $59K
Jan 19, 2023 Q4 2022
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
1.37K
+ 6.79%
$41.4K - $48.5K
21.5K $919K
Jan 24, 2023 Q4 2022
Cra Financial Services, LLC

BUY
 -
1.3K
+ 18.64%
$39.3K - $46K
8.28K $353K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.27K
+ 5.17%
$38.2K - $44.7K
25.7K $1.1M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.23K
+ 1.01%
$37.2K - $43.5K
123K $5.25M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
1.22K
+ 3.94%
$36.8K - $43K
32.1K $1.37M
Jan 17, 2023 Q4 2022
Colorado Capital Management, Inc.

BUY
 -
1.21K
+ 0.66%
$36.7K - $42.9K
185K $7.88M
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1.18K
+ 3.04%
$35.8K - $41.8K
40.1K $1.71M
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.08K
New
$32.5K - $38K
1.08K $45.8K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
1.07K
+ 0.77%
$32.3K - $37.8K
140K $5.97M
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
939
New
$28.4K - $33.2K
939 $40K
Feb 14, 2023 Q4 2022
West Hill Financial Advisors, Inc.

BUY
 -
939
+ 5.64%
$28.4K - $33.2K
17.6K $750K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
933
New
$28.2K - $33K
933 $39.8K
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
894
New
$27K - $31.6K
894 $38.1K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
705
+ 3.18%
$21.3K - $24.9K
22.9K $977K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
700
New
$21.2K - $24.8K
700 $29.8K
Jan 20, 2023 Q4 2022
Annapolis Financial Services, LLC

BUY
 -
641
+ 1.33%
$19.4K - $22.7K
48.9K $2.09M
Jan 17, 2023 Q4 2022
Sequoia Financial Advisors, LLC

BUY
 -
615
+ 0.18%
$18.6K - $21.7K
338K $14.4M
Feb 14, 2023 Q4 2022
Jentner Corp

BUY
 -
602
+ 0.6%
$18.2K - $21.3K
100K $4.28M
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

BUY
 -
544
+ 4.33%
$16.4K - $19.2K
13.1K $559K
Feb 13, 2023 Q4 2022
Krilogy Financial LLC

BUY
 -
476
+ 5.38%
$14.4K - $16.8K
9.32K $397K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
429
+ 3.94%
$13K - $15.2K
11.3K $483K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
342
New
$10.3K - $12.1K
342 $14.6K
Jan 19, 2023 Q4 2022
Investment Advisory Group, LLC

BUY
 -
298
+ 0.46%
$9.01K - $10.5K
65.8K $2.8M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
279
New
$8.43K - $9.87K
279 $11.9K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
270
New
$8.16K - $9.55K
270 $11.5K
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

BUY
 -
203
+ 1.14%
$6.14K - $7.18K
18K $768K
Jan 26, 2023 Q4 2022
Baker Tilly Wealth Management, LLC

BUY
 -
193
+ 0.47%
$5.83K - $6.82K
41.3K $1.76M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
153
+ 0.36%
$4.63K - $5.41K
42.5K $1.81M
Feb 06, 2023 Q4 2022
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
138
+ 0.32%
$4.17K - $4.88K
43.2K $1.84M

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