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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.82K- 1.26% |
$158K - $174K
|
299K
$19.5M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.14K- 23.29% |
$171K - $188K
|
13.6K
$892K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.34K- 5.73% |
$179K - $197K
|
71.3K
$4.67M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-4.62K- 0.88% |
$190K - $210K
|
517K
$33.9M
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.93K- 3.28% |
$203K - $224K
|
145K
$9.49M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.96K- 2.98% |
$204K - $225K
|
161K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.62K- 2.85% |
$232K - $255K
|
192K
$12.5M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.16K- 4.64% |
$254K - $280K
|
127K
$8.29M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.9K- 28.54% |
$285K - $314K
|
17.3K
$1.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.22K- 39.93% |
$298K - $328K
|
10.9K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.41K- 0.21% |
$306K - $337K
|
3.6M
$236M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.88K- 1.88% |
$325K - $358K
|
411K
$26.9M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.08K- 5.34% |
$333K - $367K
|
143K
$9.38M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-8.17K- 0.8% |
$337K - $371K
|
1.01M
$66.4M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.53K- 1.14% |
$352K - $387K
|
742K
$48.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.62K- 17.44% |
$355K - $391K
|
40.8K
$2.67M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-8.67K- 0.7% |
$357K - $394K
|
1.24M
$80.9M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10K- 42.25% |
$412K - $454K
|
13.7K
$894K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.3K- 5.8% |
$423K - $466K
|
167K
$10.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-11.1K- 0.77% |
$458K - $505K
|
1.43M
$93.4M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11.9K- 17.37% |
$490K - $540K
|
56.5K
$3.7M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.1K- 3.63% |
$541K - $595K
|
348K
$22.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-16.3K- 0.27% |
$672K - $740K
|
5.99M
$392M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.8K- 1.01% |
$692K - $762K
|
1.64M
$107M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.3K- 39.45% |
$714K - $787K
|
26.6K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-20.7K- 1.74% |
$854K - $941K
|
1.17M
$76.3M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.9K- 6.89% |
$946K - $1.04M
|
310K
$20.3M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 92.29% |
$956K - $1.05M
|
1.94K
$127K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.2K- 2.22% |
$1.08M - $1.19M
|
1.16M
$75.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26.5K- 1.79% |
$1.09M - $1.2M
|
1.45M
$95.1M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-27.4K- 24.68% |
$1.13M - $1.24M
|
83.6K
$5.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-29.9K- 45.17% |
$1.23M - $1.36M
|
36.2K
$2.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
SELL
|
- |
-34.5K- 5.73% |
$1.42M - $1.57M
|
568K
$37.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-44.2K- 0.99% |
$1.82M - $2.01M
|
4.42M
$289M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.1K- 6.6% |
$1.86M - $2.05M
|
638K
$41.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.5K- 4.45% |
$2.04M - $2.25M
|
1.06M
$69.5M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-51.5K- 52.23% |
$2.12M - $2.34M
|
47.1K
$3.08M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-70.6K- 8.49% |
$2.91M - $3.21M
|
761K
$49.8M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-73.4KClosed |
$3.03M - $3.34M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-76.7K- 1.35% |
$3.16M - $3.48M
|
5.6M
$366M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-78.7K- 60.08% |
$3.24M - $3.57M
|
52.3K
$3.42M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-95.4K- 11.89% |
$3.93M - $4.33M
|
707K
$46.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-380K- 55.82% |
$15.7M - $17.3M
|
301K
$19.7M
|