Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-16.8K- 0.12% |
$497K - $584K
|
14.1M
$598M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-17.2K- 2.2% |
$510K - $599K
|
766K
$32.4M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-22.2KClosed |
$657K - $772K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-22.3K- 0.29% |
$661K - $776K
|
7.64M
$323M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-22.5K- 53.55% |
$667K - $783K
|
19.5K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-22.9K- 3.04% |
$678K - $797K
|
731K
$30.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-23.2K- 3.77% |
$687K - $807K
|
592K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24K- 71.62% |
$710K - $835K
|
9.51K
$402K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-27.6K- 3.37% |
$818K - $961K
|
791K
$33.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-34.1K- 2.79% |
$1.01M - $1.19M
|
1.19M
$50.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-42.9K- 5.86% |
$1.27M - $1.49M
|
690K
$29.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-54.1K- 0.92% |
$1.6M - $1.88M
|
5.85M
$248M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.2K- 12.63% |
$1.6M - $1.88M
|
375K
$15.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-54.7K- 0.78% |
$1.62M - $1.9M
|
6.96M
$295M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-60.7K- 3.78% |
$1.8M - $2.11M
|
1.54M
$65.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-95.5K- 8.37% |
$2.83M - $3.32M
|
1.05M
$44.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-213K- 96.62% |
$6.29M - $7.4M
|
7.43K
$314K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-225K- 7.47% |
$6.66M - $7.83M
|
2.79M
$118M
|