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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-139- 0.11% |
$5.36K - $5.67K
|
123K
$5.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-142- 1.45% |
$5.47K - $5.79K
|
9.64K
$394K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-145- 0.1% |
$5.59K - $5.91K
|
151K
$6.18M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-152- 1.01% |
$5.86K - $6.2K
|
15K
$612K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-156- 1.45% |
$6.01K - $6.36K
|
10.6K
$433K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-169- 4.14% |
$6.51K - $6.89K
|
3.91K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-174- 1.24% |
$6.7K - $7.09K
|
13.9K
$567K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-186- 3.19% |
$7.17K - $7.58K
|
5.65K
$231K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-191- 2.73% |
$7.36K - $7.79K
|
6.81K
$279K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200- 0.7% |
$7.71K - $8.15K
|
28.5K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 1.42% |
$7.71K - $8.15K
|
13.9K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-205- 7.68% |
$7.9K - $8.36K
|
2.47K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-206- 6.38% |
$7.94K - $8.4K
|
3.02K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-234- 0.27% |
$9.02K - $9.54K
|
87.7K
$3.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-245- 3.88% |
$9.44K - $9.99K
|
6.08K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-291- 3.69% |
$11.2K - $11.9K
|
7.6K
$311K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-300- 0.87% |
$11.6K - $12.2K
|
34K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-303- 3.7% |
$11.7K - $12.4K
|
7.88K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-344- 1.36% |
$13.3K - $14K
|
25K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-362- 16.64% |
$13.9K - $14.8K
|
1.81K
$74.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 0.57% |
$14.3K - $15.1K
|
64.6K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-376- 2.09% |
$14.5K - $15.3K
|
17.7K
$722K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-380- 0.57% |
$14.6K - $15.5K
|
65.9K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-383- 24.26% |
$14.8K - $15.6K
|
1.2K
$48.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$841K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$841K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-451- 6.93% |
$17.4K - $18.4K
|
6.05K
$248K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-461- 1.21% |
$17.8K - $18.8K
|
37.6K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-469- 8.37% |
$18.1K - $19.1K
|
5.13K
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-489- 2.15% |
$18.8K - $19.9K
|
22.2K
$908K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 5.16% |
$19.3K - $20.4K
|
9.19K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-504- 0.8% |
$19.4K - $20.5K
|
62.4K
$2.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-521- 0.42% |
$20.1K - $21.2K
|
125K
$5.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-531- 3.48% |
$20.5K - $21.6K
|
14.7K
$602K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
SELL
|
- |
-550- 1.66% |
$21.2K - $22.4K
|
32.6K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-564- 1.11% |
$21.7K - $23K
|
50.3K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-578- 0.84% |
$22.3K - $23.6K
|
68.1K
$2.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-595- 1.0% |
$22.9K - $24.3K
|
59.1K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-628- 2.16% |
$24.2K - $25.6K
|
28.4K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-641- 0.65% |
$24.7K - $26.1K
|
98.4K
$4.02M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-641- 0.45% |
$24.7K - $26.1K
|
142K
$5.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-641- 9.48% |
$24.7K - $26.1K
|
6.12K
$250K
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-642- 0.43% |
$24.7K - $26.2K
|
149K
$6.08M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-656- 0.47% |
$25.3K - $26.7K
|
140K
$5.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-682- 0.4% |
$26.3K - $27.8K
|
170K
$6.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-707- 3.95% |
$27.2K - $28.8K
|
17.2K
$703K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-738- 16.59% |
$28.4K - $30.1K
|
3.71K
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-761- 1.13% |
$29.3K - $31K
|
66.8K
$2.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-787- 0.6% |
$30.3K - $32.1K
|
130K
$5.3M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-800- 0.59% |
$30.8K - $32.6K
|
134K
$5.49M
|