Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-19.1K- 1.41% |
$888K - $949K
|
1.34M
$87.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-19.2K- 87.27% |
$892K - $953K
|
2.8K
$183K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-29.3K- 7.23% |
$1.36M - $1.46M
|
376K
$24.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-32.3KClosed |
$1.5M - $1.61M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.3K- 9.8% |
$1.92M - $2.05M
|
380K
$24.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-41.4KClosed |
$1.92M - $2.06M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-44.4K- 1.16% |
$2.06M - $2.2M
|
3.8M
$248M
|
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-45.2K- 4.25% |
$2.1M - $2.25M
|
1.02M
$66.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-46.4K- 45.18% |
$2.16M - $2.31M
|
56.4K
$3.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48.3K- 3.18% |
$2.25M - $2.4M
|
1.47M
$96.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-51.3KClosed |
$2.38M - $2.55M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
SELL
|
- |
-62.9K- 1.06% |
$2.93M - $3.13M
|
5.9M
$386M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73K- 37.14% |
$3.39M - $3.63M
|
124K
$8.08M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-114K- 2.38% |
$5.3M - $5.67M
|
4.68M
$306M
|