Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.15K+ 16.53% |
$171K - $188K
|
29.2K
$1.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.02K+ 7.19% |
$166K - $182K
|
59.8K
$3.92M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.96KNew |
$163K - $180K
|
3.96K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.74K+ 2.23% |
$154K - $170K
|
172K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.46K+ 15.83% |
$143K - $157K
|
25.3K
$1.66M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.39KNew |
$140K - $154K
|
3.39K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
3.18K+ 1.43% |
$131K - $144K
|
225K
$14.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.12K+ 7.72% |
$129K - $142K
|
43.5K
$2.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.09K+ 20.43% |
$128K - $141K
|
18.2K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.07K+ 6.58% |
$126K - $139K
|
49.7K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.99K+ 1.83% |
$123K - $136K
|
167K
$10.9M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.95K+ 132.91% |
$122K - $134K
|
5.17K
$339K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.39K+ 81.25% |
$98.5K - $108K
|
5.33K
$349K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 11.7% |
$88.9K - $97.9K
|
20.6K
$1.35M
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.12K+ 3.77% |
$87.3K - $96.2K
|
58.4K
$3.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2K+ 2.94% |
$82.5K - $90.9K
|
70.2K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.95K+ 19.09% |
$80.4K - $88.6K
|
12.2K
$796K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.94KNew |
$79.9K - $88K
|
1.94K
$127K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.91KNew |
$78.9K - $86.9K
|
1.91K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.89K+ 3.23% |
$78K - $86K
|
60.4K
$3.95M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.84K+ 1.99% |
$75.8K - $83.5K
|
94.1K
$6.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.73K+ 2.95% |
$71.3K - $78.5K
|
60.4K
$3.95M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.69K+ 7.36% |
$69.7K - $76.7K
|
24.6K
$1.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.67K+ 3.77% |
$68.8K - $75.8K
|
46K
$3.01M
|
|
|
Aug 03, 2023
Q1 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.62K+ 0.48% |
$66.6K - $73.4K
|
338K
$22.1M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.61KNew |
$66.2K - $73K
|
1.61K
$105K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 3.71% |
$65.8K - $72.5K
|
44.6K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.59K+ 14.25% |
$65.7K - $72.4K
|
12.8K
$836K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.57K+ 2.5% |
$64.6K - $71.2K
|
64.3K
$4.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.55K+ 5.33% |
$64K - $70.6K
|
30.7K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.55K+ 27.65% |
$63.9K - $70.4K
|
7.15K
$468K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.44K+ 161.17% |
$59.2K - $65.2K
|
2.33K
$152K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.43K+ 4.41% |
$58.9K - $64.9K
|
33.8K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.29K+ 0.48% |
$53.3K - $58.7K
|
269K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.27K+ 8.16% |
$52.5K - $57.8K
|
16.9K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.13K+ 5.46% |
$46.7K - $51.5K
|
21.9K
$1.43M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.08K+ 1.02% |
$44.5K - $49.1K
|
107K
$7M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.05KNew |
$43.4K - $47.8K
|
1.05K
$68.8K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
889New |
$36.7K - $40.4K
|
889
$58.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
844+ 2.19% |
$34.8K - $38.3K
|
39.4K
$2.58M
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
796+ 0.76% |
$32.8K - $36.2K
|
105K
$6.9M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
780+ 4.87% |
$32.2K - $35.4K
|
16.8K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
754+ 4.33% |
$31.1K - $34.3K
|
18.2K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
753+ 12.28% |
$31.1K - $34.2K
|
6.89K
$451K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
621+ 4.41% |
$25.6K - $28.2K
|
14.7K
$963K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
597+ 1.32% |
$24.6K - $27.1K
|
45.7K
$2.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
575+ 1.36% |
$23.7K - $26.1K
|
42.8K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
547+ 0.06% |
$22.6K - $24.9K
|
971K
$63.5M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
536New |
$22.1K - $24.4K
|
536
$35.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
530New |
$21.9K - $24.1K
|
530
$34.7K
|