Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.64M+ 27.98% |
$204M - $231M
|
25.8M
$1.14B
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.51M+ 1017.05% |
$163M - $184M
|
4.95M
$218M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.4M+ 22.44% |
$159M - $180M
|
24M
$1.06B
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.85M+ 115.82% |
$67M - $75.6M
|
3.45M
$152M
|
|
|
May 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.3MNew |
$47.1M - $53.2M
|
1.3M
$57.3M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
805K+ 210.95% |
$29.1M - $32.9M
|
1.19M
$52.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
312K+ 1.92% |
$11.3M - $12.7M
|
16.6M
$731M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
210K+ 74.47% |
$7.62M - $8.6M
|
493K
$21.7M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
165KNew |
$5.96M - $6.73M
|
165K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
165K+ 7649.02% |
$5.96M - $6.73M
|
167K
$7.35M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
150K+ 2.57% |
$5.42M - $6.12M
|
5.98M
$264M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
139K+ 0.97% |
$5.03M - $5.68M
|
14.5M
$639M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
135K+ 29.45% |
$4.88M - $5.51M
|
592K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
126K+ 60.5% |
$4.55M - $5.14M
|
334K
$14.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
113K+ 37.87% |
$4.1M - $4.63M
|
412K
$18.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108KNew |
$3.92M - $4.42M
|
108K
$4.76M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
74.5K+ 79.47% |
$2.7M - $3.05M
|
168K
$7.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
73KNew |
$2.64M - $2.98M
|
73K
$3.21M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
70.4K+ 3.41% |
$2.55M - $2.88M
|
2.14M
$94.1M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
70.1K+ 9.03% |
$2.54M - $2.87M
|
847K
$37.3M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
67.9K+ 32.27% |
$2.46M - $2.78M
|
278K
$12.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65.8K+ 54.03% |
$2.38M - $2.69M
|
187K
$8.26M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
60.4KNew |
$2.19M - $2.47M
|
60.4K
$2.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
59.2K+ 6.81% |
$2.14M - $2.42M
|
929K
$40.9M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
55.6KNew |
$2.01M - $2.27M
|
55.6K
$2.45M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
48.2K+ 24.97% |
$1.75M - $1.97M
|
241K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40.7K+ 8.01% |
$1.47M - $1.67M
|
549K
$24.2M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.9K+ 1.87% |
$1.41M - $1.59M
|
2.12M
$93.4M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.8K+ 1.55% |
$1.37M - $1.54M
|
2.47M
$109M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.9K+ 43.7% |
$1.3M - $1.47M
|
118K
$5.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
31.1KNew |
$1.12M - $1.27M
|
31.1K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
30.9K+ 29.75% |
$1.12M - $1.26M
|
135K
$5.94M
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
29.6K+ 4.55% |
$1.07M - $1.21M
|
679K
$29.9M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29.5K+ 24.47% |
$1.07M - $1.21M
|
150K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28K+ 7.37% |
$1.02M - $1.15M
|
409K
$18M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.2K+ 1.42% |
$950K - $1.07M
|
1.87M
$82.4M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.3K+ 140.14% |
$880K - $994K
|
41.6K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.7K+ 5.69% |
$858K - $969K
|
440K
$19.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.5K+ 18.94% |
$852K - $963K
|
148K
$6.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 3.03% |
$804K - $907K
|
755K
$33.3M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
21.1KNew |
$763K - $861K
|
21.1K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
19.8K+ 12.35% |
$717K - $809K
|
180K
$7.93M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.4KNew |
$703K - $793K
|
19.4K
$855K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
19K+ 3.3% |
$688K - $777K
|
594K
$26.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.9K+ 19.0% |
$683K - $771K
|
118K
$5.2M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
18.4KNew |
$667K - $754K
|
18.4K
$812K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
16.3K+ 71.25% |
$592K - $669K
|
39.3K
$1.73M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 15.96% |
$554K - $626K
|
111K
$4.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 15.96% |
$554K - $626K
|
111K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.2K+ 59.62% |
$549K - $620K
|
40.6K
$1.79M
|