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 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
482+ 1338.89% |
$17.5K - $19.7K
|
518
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
478+ 0.71% |
$17.3K - $19.6K
|
67.6K
$2.98M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
454+ 0.1% |
$16.4K - $18.6K
|
437K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
380+ 0.25% |
$13.8K - $15.5K
|
151K
$6.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
379+ 0.29% |
$13.7K - $15.5K
|
130K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
218New |
$7.9K - $8.92K
|
218
$9.61K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
215New |
$7.79K - $8.79K
|
215
$9.47K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
180+ 0.36% |
$6.52K - $7.36K
|
50.2K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
159+ 1.2% |
$5.76K - $6.5K
|
13.4K
$590K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
154+ 3.92% |
$5.58K - $6.3K
|
4.08K
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
140+ 0.94% |
$5.07K - $5.73K
|
15K
$659K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
114+ 0.19% |
$4.13K - $4.66K
|
60.9K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
111+ 0.04% |
$4.02K - $4.54K
|
251K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
110+ 0.32% |
$3.98K - $4.5K
|
35K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.05% |
$3.59K - $4.05K
|
187K
$8.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
83+ 0.68% |
$3.01K - $3.39K
|
12.4K
$544K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
82+ 0.34% |
$2.97K - $3.35K
|
24K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
77+ 0.28% |
$2.79K - $3.15K
|
27.9K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
64+ 0.06% |
$2.32K - $2.62K
|
108K
$4.77M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.3% |
$2.28K - $2.58K
|
20.7K
$913K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
55+ 0.36% |
$1.99K - $2.25K
|
15.2K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 0.13% |
$1.96K - $2.21K
|
42.8K
$1.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
53+ 0.23% |
$1.92K - $2.17K
|
23.5K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50+ 0.36% |
$1.81K - $2.05K
|
13.9K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46+ 0.36% |
$1.67K - $1.88K
|
13K
$573K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
43+ 0.28% |
$1.56K - $1.76K
|
15.6K
$687K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.36% |
$1.45K - $1.64K
|
11.2K
$493K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.36% |
$1.45K - $1.64K
|
11.3K
$497K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
39+ 0.15% |
$1.41K - $1.6K
|
26.3K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
37+ 0.01% |
$1.34K - $1.51K
|
595K
$26.2M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37+ 0.13% |
$1.34K - $1.51K
|
29K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
37+ 0.36% |
$1.34K - $1.51K
|
10.3K
$456K
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
31+ 0.35% |
$1.12K - $1.27K
|
8.81K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
31+ 0.14% |
$1.12K - $1.27K
|
22.6K
$995K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.34% |
$1.09K - $1.23K
|
8.76K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29+ 0.11% |
$1.05K - $1.19K
|
25.3K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
25+ 0.1% |
$906 - $1.02K
|
24.6K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.18% |
$833 - $941
|
13.1K
$578K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
23+ 0.2% |
$833 - $941
|
11.8K
$518K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20+ 0.36% |
$724 - $818
|
5.65K
$249K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$724 - $818
|
5.68K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.36% |
$543 - $614
|
4.23K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.03% |
$543 - $614
|
46.2K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$435 - $491
|
8.6K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$398 - $450
|
21K
$925K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.14% |
$362 - $409
|
7.12K
$314K
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.11% |
$326 - $368
|
7.89K
$348K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.02% |
$290 - $327
|
42.3K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.01% |
$254 - $286
|
71.2K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7+ 0.03% |
$254 - $286
|
22.1K
$973K
|