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 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.45K- 12.35% |
$137K - $171K
|
24.5K
$1.6M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.09K- 33.59% |
$162K - $203K
|
8.09K
$529K
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4.23KClosed |
$167K - $209K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.24KClosed |
$168K - $210K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.31KClosed |
$171K - $213K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.35KClosed |
$173K - $216K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-4.39KClosed |
$174K - $217K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-4.5KClosed |
$178K - $223K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.53K- 7.1% |
$179K - $224K
|
59.2K
$3.88M
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-4.54KClosed |
$180K - $225K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.59KClosed |
$182K - $227K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.6K- 0.48% |
$182K - $228K
|
946K
$61.9M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-4.63KClosed |
$184K - $229K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-4.64KClosed |
$184K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-4.72KClosed |
$187K - $234K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-5.76K- 93.1% |
$228K - $285K
|
427
$27.9K
|
|
Jul 28, 2022
Q2 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-5.85K- 0.54% |
$232K - $290K
|
1.08M
$70.8M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.33KClosed |
$251K - $314K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.55KClosed |
$260K - $324K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-6.56K- 0.5% |
$260K - $325K
|
1.29M
$84.6M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-6.65K- 8.7% |
$264K - $329K
|
69.8K
$4.57M
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.54K- 35.54% |
$299K - $373K
|
13.7K
$895K
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-7.95K- 23.01% |
$315K - $394K
|
26.6K
$1.74M
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
SELL
|
- |
-8.37K- 11.04% |
$332K - $414K
|
67.4K
$4.41M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-8.93K- 7.6% |
$354K - $442K
|
109K
$7.1M
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-10.3KClosed |
$406K - $508K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.6K- 0.85% |
$418K - $523K
|
1.23M
$80.5M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.6K- 34.49% |
$421K - $526K
|
20.2K
$1.32M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.8K- 26.54% |
$426K - $533K
|
29.8K
$1.95M
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11K- 55.0% |
$436K - $545K
|
9K
$589K
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-11.3K- 4.41% |
$448K - $560K
|
245K
$16.1M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-12.1K- 0.7% |
$479K - $598K
|
1.71M
$112M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-12.3K- 3.01% |
$486K - $607K
|
395K
$25.9M
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-14.2K- 67.33% |
$561K - $702K
|
6.88K
$450K
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-14.4K- 1.06% |
$571K - $713K
|
1.35M
$88.2M
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
SELL
|
- |
-15.9K- 7.64% |
$631K - $789K
|
193K
$12.6M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.1K- 1.46% |
$679K - $849K
|
1.16M
$76M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-17.6K- 2.21% |
$697K - $871K
|
777K
$50.9M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-24.1K- 10.62% |
$953K - $1.19M
|
202K
$13.2M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-27.5K- 38.14% |
$1.09M - $1.36M
|
44.7K
$2.92M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-29.3K- 8.04% |
$1.16M - $1.45M
|
335K
$21.9M
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-31.7K- 4.36% |
$1.26M - $1.57M
|
696K
$45.6M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-35.3K- 0.67% |
$1.4M - $1.75M
|
5.23M
$342M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.7K- 11.88% |
$1.57M - $1.97M
|
295K
$19.3M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-71.6K- 3.37% |
$2.84M - $3.54M
|
2.05M
$134M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-86.3K- 1.49% |
$3.42M - $4.27M
|
5.69M
$373M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-93.1K- 2.5% |
$3.69M - $4.61M
|
3.63M
$238M
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95.9KClosed |
$3.8M - $4.75M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-101K- 28.94% |
$4M - $5M
|
248K
$16.2M
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-145K- 6.8% |
$5.76M - $7.2M
|
1.99M
$130M
|