Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
310K+ 83.07% |
$12M - $14.4M
|
684K
$44.7M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
206KNew |
$7.98M - $9.57M
|
206K
$13.4M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
198K+ 110.8% |
$7.7M - $9.23M
|
377K
$24.7M
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
170K+ 2.89% |
$6.6M - $7.91M
|
6.06M
$396M
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
168K+ 8.45% |
$6.54M - $7.84M
|
2.16M
$141M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
138K+ 207.28% |
$5.34M - $6.41M
|
204K
$13.3M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
136KNew |
$5.26M - $6.32M
|
136K
$8.87M
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
135K+ 55.57% |
$5.23M - $6.27M
|
377K
$24.6M
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
130K+ 13.01% |
$5.03M - $6.04M
|
1.13M
$73.6M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
115K+ 17.74% |
$4.48M - $5.37M
|
765K
$50M
|
|
Oct 17, 2022
Q3 2022
|
Retirement Solution Inc.
|
BUY
|
- |
104K+ 17.33% |
$4.03M - $4.84M
|
703K
$46M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 10.96% |
$3.9M - $4.68M
|
1.02M
$66.6M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.7K+ 10.04% |
$3.09M - $3.71M
|
874K
$57.1M
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
74K+ 106.81% |
$2.87M - $3.45M
|
143K
$9.37M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
68.3K+ 133.17% |
$2.65M - $3.18M
|
120K
$7.82M
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
65KNew |
$2.52M - $3.03M
|
65K
$4.25M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
62.7K+ 1.2% |
$2.43M - $2.92M
|
5.29M
$346M
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
56.7K+ 5.61% |
$2.2M - $2.64M
|
1.07M
$69.8M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
54K+ 2.63% |
$2.1M - $2.51M
|
2.1M
$138M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
47.7K+ 282.26% |
$1.85M - $2.22M
|
64.6K
$4.22M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.6KNew |
$1.81M - $2.17M
|
46.6K
$3.05M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
43.3KNew |
$1.68M - $2.02M
|
43.3K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
42.3K+ 15.42% |
$1.64M - $1.97M
|
316K
$20.7M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
41.9K+ 38.65% |
$1.63M - $1.95M
|
150K
$9.84M
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
35.6K+ 10.09% |
$1.38M - $1.66M
|
389K
$25.4M
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
35KNew |
$1.36M - $1.63M
|
35K
$2.29M
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
34.7K+ 12.44% |
$1.35M - $1.62M
|
314K
$20.5M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
32.3K+ 9.94% |
$1.25M - $1.5M
|
357K
$23.3M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
31.7K+ 18.25% |
$1.23M - $1.48M
|
206K
$13.4M
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
29K+ 49.71% |
$1.13M - $1.35M
|
87.3K
$5.71M
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
BUY
|
- |
28.7K+ 11.72% |
$1.12M - $1.34M
|
274K
$17.9M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27K+ 21.28% |
$1.05M - $1.26M
|
154K
$10M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24.7K+ 17.2% |
$960K - $1.15M
|
169K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.6K+ 115.63% |
$956K - $1.15M
|
45.9K
$3M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
22.9KNew |
$888K - $1.06M
|
22.9K
$1.5M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
22.7K+ 4.33% |
$882K - $1.06M
|
547K
$35.8M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.3K+ 8.87% |
$827K - $992K
|
261K
$17.1M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
21K+ 41.34% |
$815K - $977K
|
71.7K
$4.69M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
19.5K+ 206.33% |
$755K - $906K
|
28.9K
$1.89M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18K+ 23.43% |
$698K - $837K
|
94.7K
$6.19M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
17.2K+ 0.3% |
$667K - $800K
|
5.71M
$373M
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
16.9K+ 9.75% |
$654K - $785K
|
190K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.9KNew |
$617K - $740K
|
15.9K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
15.8KNew |
$614K - $736K
|
15.8K
$1.03M
|
|
Oct 07, 2022
Q3 2022
|
Austin Asset Management CO Inc
|
BUY
|
- |
14.5K+ 2.0% |
$563K - $675K
|
740K
$48.4M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
14K+ 1.14% |
$544K - $653K
|
1.25M
$81.5M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13.4K+ 30.43% |
$520K - $624K
|
57.4K
$3.75M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.4K+ 88.38% |
$482K - $579K
|
26.5K
$1.73M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12.2K+ 45.25% |
$472K - $566K
|
39K
$2.55M
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
11.6K+ 2.67% |
$449K - $538K
|
445K
$29.1M
|