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 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.16% |
$371 - $409
|
5.75K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 0.32% |
$371 - $409
|
2.85K
$187K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
8+ 0.09% |
$330 - $363
|
8.88K
$581K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8+ 0.1% |
$330 - $363
|
8.07K
$528K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
6+ 0.07% |
$247 - $273
|
9.1K
$596K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
BUY
|
- |
5+ 0.28% |
$206 - $227
|
1.79K
$117K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.09% |
$206 - $227
|
5.36K
$351K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.04% |
$165 - $182
|
10.7K
$702K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.32% |
$165 - $182
|
1.27K
$83.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.36% |
$124 - $136
|
830
$54.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.01% |
$124 - $136
|
24K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.36% |
$124 - $136
|
827
$54.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.0% |
$41.2 - $45.4
|
31.8K
$2.08M
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-11- 0.14% |
$454 - $500
|
7.84K
$513K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-12- 5.63% |
$495 - $545
|
201
$13.2K
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-15- -0.0% |
$619 - $681
|
319K
$20.9M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-24- 0.05% |
$990 - $1.09K
|
48.7K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-25- 0.07% |
$1.03K - $1.14K
|
34.3K
$2.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-30- 0.07% |
$1.24K - $1.36K
|
40.3K
$2.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-40- 0.01% |
$1.65K - $1.82K
|
497K
$32.5M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-52- 0.17% |
$2.14K - $2.36K
|
29.9K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-67Closed |
$2.76K - $3.04K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68- 0.6% |
$2.8K - $3.09K
|
11.3K
$737K
|
|
|
Apr 14, 2023
Q1 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-77- 0.29% |
$3.18K - $3.5K
|
26.4K
$1.73M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-87- 0.1% |
$3.59K - $3.95K
|
91.1K
$5.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 0.5% |
$4.12K - $4.54K
|
19.8K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-135- 1.24% |
$5.57K - $6.13K
|
10.8K
$704K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-145- 0.29% |
$5.98K - $6.59K
|
49.9K
$3.26M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-146- 0.8% |
$6.02K - $6.63K
|
18.1K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-150- 0.61% |
$6.19K - $6.81K
|
24.6K
$1.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-159- 1.81% |
$6.56K - $7.22K
|
8.64K
$565K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-167- 2.88% |
$6.89K - $7.59K
|
5.64K
$369K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-168- 1.91% |
$6.93K - $7.63K
|
8.62K
$564K
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-180- 1.32% |
$7.42K - $8.18K
|
13.5K
$884K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 48.78% |
$8.25K - $9.09K
|
210
$13.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-204- 0.22% |
$8.41K - $9.27K
|
94.4K
$6.18M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-228- 0.18% |
$9.4K - $10.4K
|
126K
$8.26M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-245- 0.4% |
$10.1K - $11.1K
|
60.7K
$3.97M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-253- 0.93% |
$10.4K - $11.5K
|
27K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-255- 0.58% |
$10.5K - $11.6K
|
43.5K
$2.85M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-263- 0.14% |
$10.8K - $11.9K
|
191K
$12.5M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-300- 1.75% |
$12.4K - $13.6K
|
16.8K
$1.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-327- 5.39% |
$13.5K - $14.9K
|
5.74K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-359- 2.77% |
$14.8K - $16.3K
|
12.6K
$824K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-399- 3.08% |
$16.5K - $18.1K
|
12.5K
$820K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-450- 4.83% |
$18.6K - $20.4K
|
8.86K
$580K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-468- 1.65% |
$19.3K - $21.3K
|
27.9K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-482- 3.1% |
$19.9K - $21.9K
|
15.1K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-509- 0.29% |
$21K - $23.1K
|
175K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-529- 9.35% |
$21.8K - $24K
|
5.13K
$336K
|