Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.5K+ 9.19% |
$596K - $630K
|
184K
$7.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15K+ 8.32% |
$577K - $611K
|
195K
$7.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$597K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$597K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 3.53% |
$556K - $588K
|
423K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14K+ 7.05% |
$538K - $569K
|
212K
$8.67M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.5K+ 2.74% |
$520K - $550K
|
506K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.6KNew |
$486K - $514K
|
12.6K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.6KNew |
$484K - $512K
|
12.6K
$514K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
12.5K+ 3.77% |
$482K - $510K
|
345K
$14.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$459K - $486K
|
11.9K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.6K+ 2.49% |
$448K - $474K
|
478K
$19.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
11.4K+ 65.16% |
$439K - $465K
|
28.9K
$1.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$436K - $461K
|
11.3K
$462K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
11.1K+ 2.79% |
$428K - $453K
|
409K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.1K+ 7.5% |
$427K - $452K
|
159K
$6.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11KNew |
$424K - $449K
|
11K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8K+ 64.4% |
$418K - $442K
|
27.7K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$411K - $435K
|
10.7K
$436K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10.4K+ 1.53% |
$399K - $422K
|
690K
$28.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.2K+ 55.92% |
$393K - $415K
|
28.4K
$1.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$385K - $408K
|
10K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10K+ 6.0% |
$385K - $408K
|
177K
$7.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.61KNew |
$370K - $392K
|
9.61K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.43K+ 172.85% |
$363K - $384K
|
14.9K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.43K+ 337.12% |
$363K - $384K
|
12.2K
$500K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.95KNew |
$345K - $365K
|
8.95K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.79KNew |
$339K - $358K
|
8.79K
$360K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8.58K+ 3.56% |
$331K - $350K
|
250K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.41KNew |
$324K - $343K
|
8.41K
$344K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
8.33KNew |
$321K - $340K
|
8.33K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.02K+ 190.9% |
$309K - $327K
|
12.2K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.98K+ 1.83% |
$308K - $325K
|
444K
$18.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
7.92KNew |
$305K - $323K
|
7.92K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.87KNew |
$303K - $321K
|
7.87K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.7K+ 91.22% |
$297K - $314K
|
16.1K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.53KNew |
$290K - $307K
|
7.53K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.35KNew |
$283K - $300K
|
7.35K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
7.27KNew |
$280K - $296K
|
7.27K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.16KNew |
$276K - $292K
|
7.16K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.63K+ 1.11% |
$255K - $270K
|
602K
$24.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.59K+ 26.51% |
$254K - $268K
|
31.4K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
6.45K+ 9.0% |
$248K - $263K
|
78.1K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 23.08% |
$247K - $262K
|
34.2K
$1.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.28KNew |
$242K - $256K
|
6.28K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.2K+ 2.38% |
$239K - $253K
|
267K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.59K+ 0.73% |
$215K - $228K
|
773K
$31.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
5.51KNew |
$212K - $224K
|
5.51K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.43K+ 9.97% |
$209K - $221K
|
59.8K
$2.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.35K+ 33.66% |
$206K - $218K
|
21.2K
$869K
|