Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
918KNew |
$36.4M - $45.4M
|
918K
$60M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
802KNew |
$31.8M - $39.7M
|
802K
$52.4M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
650KNew |
$25.7M - $32.2M
|
650K
$42.5M
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
418KNew |
$16.5M - $20.7M
|
418K
$27.3M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
405K+ 134.32% |
$16M - $20.1M
|
707K
$46.2M
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
371KNew |
$14.7M - $18.4M
|
371K
$24.3M
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
325KNew |
$12.9M - $16.1M
|
325K
$21.2M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
257KNew |
$10.2M - $12.7M
|
257K
$16.8M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
251KNew |
$9.95M - $12.4M
|
251K
$16.4M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
202K+ 25.37% |
$7.99M - $9.98M
|
996K
$65.1M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
145K+ 13.31% |
$5.73M - $7.16M
|
1.23M
$80.5M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 34.52% |
$5.16M - $6.44M
|
507K
$33.2M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
118K+ 45.94% |
$4.66M - $5.82M
|
373K
$24.4M
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
110KNew |
$4.36M - $5.45M
|
110K
$7.19M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
107K+ 286.91% |
$4.25M - $5.31M
|
145K
$9.45M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
105KNew |
$4.16M - $5.2M
|
105K
$6.87M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
105K+ 136.23% |
$4.14M - $5.18M
|
181K
$11.9M
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
103K+ 48.12% |
$4.08M - $5.09M
|
317K
$20.7M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
91.9K+ 9.99% |
$3.64M - $4.55M
|
1.01M
$66.1M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.3K+ 61.38% |
$3.62M - $4.52M
|
240K
$15.7M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
88.9K+ 161.62% |
$3.52M - $4.4M
|
144K
$9.41M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83.2K+ 11.7% |
$3.3M - $4.12M
|
794K
$51.9M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
62.7K+ 29.64% |
$2.48M - $3.1M
|
274K
$17.9M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.2K+ 71.18% |
$2.46M - $3.08M
|
150K
$9.78M
|
|
Jul 20, 2022
Q2 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
60.2KNew |
$2.38M - $2.98M
|
60.2K
$3.93M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
56.4K+ 8.23% |
$2.23M - $2.79M
|
741K
$48.4M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
55.4KNew |
$2.19M - $2.74M
|
55.4K
$3.62M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53.9K+ 11.47% |
$2.14M - $2.67M
|
524K
$34.3M
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
52.8K+ 318.72% |
$2.09M - $2.61M
|
69.3K
$4.53M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
50.6KNew |
$2M - $2.5M
|
50.6K
$3.31M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.4KNew |
$1.96M - $2.44M
|
49.4K
$3.23M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
47.4K+ 65.84% |
$1.88M - $2.35M
|
119K
$7.81M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46.6K+ 3.2% |
$1.85M - $2.31M
|
1.5M
$98.2M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
46.6KNew |
$1.85M - $2.31M
|
46.6K
$3.05M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
45.1K+ 733.12% |
$1.79M - $2.23M
|
51.3K
$3.35M
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
44KNew |
$1.74M - $2.18M
|
44K
$2.88M
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
43.8KNew |
$1.74M - $2.17M
|
43.8K
$2.86M
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
42.5KNew |
$1.68M - $2.1M
|
42.5K
$2.78M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
41.6KNew |
$1.65M - $2.06M
|
41.6K
$2.72M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 150.35% |
$1.62M - $2.03M
|
68.3K
$4.46M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 150.35% |
$1.62M - $2.03M
|
68.3K
$4.46M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
39.8KNew |
$1.58M - $1.97M
|
39.8K
$2.6M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35.9KNew |
$1.42M - $1.78M
|
35.9K
$2.35M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35K+ 3.2% |
$1.39M - $1.73M
|
1.13M
$73.8M
|
|
Jul 18, 2022
Q2 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
34.5KNew |
$1.37M - $1.71M
|
34.5K
$2.26M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
34KNew |
$1.35M - $1.68M
|
34K
$2.22M
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31.7KNew |
$1.26M - $1.57M
|
31.7K
$2.07M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.25M - $1.56M
|
31.6K
$2.06M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
31.2KNew |
$1.24M - $1.54M
|
31.2K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29.7K+ 24.39% |
$1.18M - $1.47M
|
152K
$9.92M
|