Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
9.64K+ 33.36% |
$374K - $427K
|
38.5K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
9.31KNew |
$362K - $413K
|
9.31K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.23K+ 87.39% |
$359K - $409K
|
19.8K
$1.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.2K+ 207.75% |
$357K - $408K
|
13.6K
$892K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
8.89KNew |
$345K - $394K
|
8.89K
$582K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8.56K+ 0.91% |
$332K - $379K
|
949K
$62.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
8.55K+ 4.31% |
$332K - $379K
|
207K
$13.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.48K+ 38.15% |
$329K - $376K
|
30.7K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.97K+ 40.16% |
$310K - $353K
|
27.8K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.92K+ 14.95% |
$308K - $351K
|
60.9K
$3.99M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.85KNew |
$305K - $348K
|
7.85K
$514K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
6.96K+ 0.65% |
$270K - $308K
|
1.08M
$70.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.71K+ 2.06% |
$261K - $297K
|
333K
$21.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.68KNew |
$260K - $296K
|
6.68K
$437K
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
6.3K+ 2.01% |
$245K - $279K
|
320K
$20.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.09KNew |
$237K - $270K
|
6.09K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
5.74KNew |
$223K - $254K
|
5.74K
$376K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.67KNew |
$220K - $251K
|
5.67K
$371K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.65KNew |
$219K - $250K
|
5.65K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.61KNew |
$218K - $249K
|
5.61K
$367K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.6KNew |
$218K - $248K
|
5.6K
$367K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.56K+ 32.0% |
$216K - $246K
|
22.9K
$1.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.33KNew |
$207K - $236K
|
5.33K
$349K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
5.2KNew |
$202K - $230K
|
5.2K
$340K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.18KNew |
$201K - $230K
|
5.18K
$339K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
5.12KNew |
$199K - $227K
|
5.12K
$335K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
5.01K+ 14.18% |
$195K - $222K
|
40.3K
$2.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.01KNew |
$195K - $222K
|
5.01K
$328K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.99KNew |
$194K - $221K
|
4.99K
$327K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
4.92KNew |
$191K - $218K
|
4.92K
$322K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.75KNew |
$185K - $211K
|
4.75K
$311K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4.4KNew |
$171K - $195K
|
4.4K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
4.18KNew |
$163K - $185K
|
4.18K
$274K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.14K+ 43.62% |
$161K - $184K
|
13.6K
$892K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.12K+ 1.61% |
$160K - $183K
|
260K
$17M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.02K+ 1.13% |
$156K - $178K
|
361K
$23.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.57K+ 5.52% |
$139K - $158K
|
68.1K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.99KNew |
$116K - $133K
|
2.99K
$196K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
2.71K+ 6.52% |
$105K - $120K
|
44.3K
$2.9M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.41KNew |
$93.7K - $107K
|
2.41K
$158K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 25.04% |
$89.5K - $102K
|
11.5K
$752K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.26KNew |
$88K - $100K
|
2.26K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.22K+ 2.44% |
$86.3K - $98.5K
|
93.2K
$6.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.1K+ 4.92% |
$81.7K - $93.2K
|
44.8K
$2.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.07K+ 3.13% |
$80.6K - $91.9K
|
68.4K
$4.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.07K+ 6.43% |
$80.4K - $91.7K
|
34.3K
$2.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1.94K+ 11.03% |
$75.3K - $85.8K
|
19.5K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.91KNew |
$74.3K - $84.8K
|
1.91K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1.83KNew |
$71.1K - $81.1K
|
1.83K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.74KNew |
$67.7K - $77.2K
|
1.74K
$114K
|