Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr U S Equity (DFUS)

DFUS Quotes by TradingView

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 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7.34K
+ 86.52%
$291K - $364K
15.8K $1.04M
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.57K
+ 125.42%
$260K - $325K
11.8K $773K
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
6.28K
New
$249K - $311K
6.28K $411K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
6.27K
+ 29.45%
$249K - $311K
27.6K $1.8M
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
6.27K
+ 35.62%
$248K - $310K
23.9K $1.56M
Aug 05, 2022 Q2 2022
Forum Private Client Group LLC

BUY
 -
6.21K
+ 62.5%
$246K - $307K
16.1K $1.06M
Aug 16, 2022 Q2 2022
Jane Street Group, LLC

New York, NY
BUY
 -
6.17K
+ 25.12%
$244K - $305K
30.7K $2.01M
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

BUY
 -
5.75K
New
$228K - $285K
5.75K $376K
Jul 18, 2022 Q2 2022
Occidental Asset Management, LLC

BUY
 -
5.73K
New
$227K - $283K
5.73K $375K
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.72K
+ 105.27%
$227K - $283K
11.1K $730K
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.6K
+ 4.75%
$222K - $277K
124K $8.08M
Jul 27, 2022 Q2 2022
Park Avenue Securities LLC

BUY
 -
5.58K
New
$221K - $276K
5.58K $365K
Aug 03, 2022 Q2 2022
Verus Financial Partners, Inc.

BUY
 -
5.34K
New
$211K - $264K
5.34K $349K
Aug 15, 2022 Q2 2022
G2 Capital Management, LLC

Columbus, OH
BUY
 -
5.28K
+ 0.34%
$209K - $261K
1.57M $103M
Aug 01, 2022 Q2 2022
Dopkins Wealth Management, LLC

BUY
 -
5.27K
+ 5.9%
$209K - $261K
94.7K $6.2M
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
5.09K
New
$202K - $252K
5.09K $333K
Jul 27, 2022 Q2 2022
Advisory Services & Investments, LLC

BUY
 -
4.7K
+ 16.69%
$186K - $233K
32.8K $2.15M
Aug 02, 2022 Q2 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
3.99K
+ 2.34%
$158K - $197K
174K $11.4M
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
3.84K
New
$152K - $190K
3.84K $251K
Jul 22, 2022 Q2 2022
Phillips Financial Management, LLC

BUY
 -
3.73K
+ 28.95%
$148K - $185K
16.6K $1.09M
Aug 09, 2022 Q2 2022
Keb Asset Management, LLC

Springfield, IL
BUY
 -
3.68K
+ 1.42%
$146K - $182K
264K $17.2M
Aug 01, 2022 Q2 2022
Kraft Asset Management, LLC

BUY
 -
3.68K
+ 3.67%
$146K - $182K
104K $6.81M
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3.46K
New
$137K - $171K
3.46K $227K
Aug 04, 2022 Q2 2022
Glassman Wealth Services

BUY
 -
3.14K
New
$124K - $155K
3.14K $205K
Aug 05, 2022 Q2 2022
Efficient Advisors, LLC

BUY
 -
2.73K
+ 32.66%
$108K - $135K
11.1K $725K
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

BUY
 -
2.69K
New
$106K - $133K
2.69K $176K
Aug 11, 2022 Q2 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.64K
+ 386.11%
$105K - $131K
3.33K $218K
Jul 28, 2022 Q2 2022
Bayshore Asset Management, LLC

BUY
 -
2.57K
+ 2.16%
$102K - $127K
122K $7.96M
Jul 26, 2022 Q2 2022
Independent Wealth Network Inc.

BUY
 -
2.44K
+ 7.28%
$96.6K - $121K
36K $2.35M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.43K
+ 2.2%
$96.4K - $121K
113K $7.41M
Jul 18, 2022 Q2 2022
Investment Advisory Group, LLC

BUY
 -
2.35K
+ 7.94%
$93K - $116K
31.9K $2.09M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.22K
+ 6.37%
$88K - $110K
37.1K $2.42M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.03K
+ 11.15%
$80.6K - $101K
20.3K $1.33M
Aug 12, 2022 Q2 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2K
+ 212.99%
$79.2K - $99K
2.94K $192K
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

BUY
 -
1.97K
+ 0.9%
$78K - $97.4K
221K $14.5M
Aug 03, 2022 Q2 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.96K
+ 2.2%
$77.5K - $96.9K
90.8K $5.94M
Aug 02, 2022 Q2 2022
American Investment Services, Inc.

BUY
 -
1.95K
+ 0.31%
$77.3K - $96.5K
627K $41M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.84K
+ 54.98%
$72.8K - $90.9K
5.18K $339K
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
1.81K
+ 2.52%
$71.7K - $89.6K
73.5K $4.81M
Aug 05, 2022 Q2 2022
Oakworth Capital, Inc.

BUY
 -
1.71K
New
$67.6K - $84.4K
1.71K $112K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.7K
+ 1.21%
$67.3K - $84.1K
142K $9.29M
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
1.65K
New
$65.5K - $81.8K
1.65K $108K
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.44K
+ 3.92%
$57K - $71.2K
38.1K $2.49M
Jul 26, 2022 Q2 2022
Venture Visionary Partners LLC

BUY
 -
1.41K
New
$55.9K - $69.8K
1.41K $92.3K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
1.26K
New
$50.1K - $62.6K
1.26K $82.7K
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
1.26K
+ 0.52%
$49.7K - $62.1K
242K $15.9M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1.22K
New
$48.3K - $60.4K
1.22K $79.8K
Aug 12, 2022 Q2 2022
Warwick Investment Management, Inc.

BUY
 -
1.18K
+ 0.34%
$46.8K - $58.5K
353K $23.1M
Jul 13, 2022 Q2 2022
Parkside Financial Bank & Trust

BUY
 -
1.02K
+ 4.19%
$40.3K - $50.4K
25.3K $1.66M

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