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 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.33K- 1.5% |
$128K - $136K
|
218K
$8.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.59K- 7.92% |
$138K - $146K
|
41.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.59K- 3.52% |
$138K - $146K
|
98.6K
$4.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.8K- 15.61% |
$146K - $155K
|
20.5K
$840K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.88K- 2.12% |
$150K - $158K
|
179K
$7.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.93K- 11.48% |
$151K - $160K
|
30.3K
$1.24M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-3.99K- 2.66% |
$154K - $163K
|
146K
$5.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-4.15K- 2.41% |
$160K - $169K
|
168K
$6.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.24K- 0.72% |
$164K - $173K
|
587K
$24M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.27K- 0.8% |
$164K - $174K
|
526K
$21.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.47K- 2.45% |
$172K - $182K
|
178K
$7.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.49K- 0.9% |
$173K - $183K
|
495K
$20.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.97K- 17.33% |
$192K - $203K
|
23.7K
$970K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.29K- 3.7% |
$204K - $216K
|
138K
$5.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.39K- 8.66% |
$208K - $220K
|
56.9K
$2.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-5.89K- 1.51% |
$227K - $240K
|
385K
$15.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.15K- 3.29% |
$237K - $250K
|
181K
$7.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-6.26K- 0.79% |
$241K - $255K
|
786K
$32.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.32K- 0.92% |
$244K - $258K
|
680K
$27.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.34K- 2.17% |
$244K - $258K
|
285K
$11.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.44K- 0.81% |
$248K - $262K
|
790K
$32.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-7.17K- 0.92% |
$276K - $292K
|
772K
$31.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 13.52% |
$290K - $306K
|
48.1K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.68K- 0.91% |
$296K - $313K
|
839K
$34.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-7.83K- 3.47% |
$301K - $319K
|
218K
$8.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.84K- 9.09% |
$302K - $319K
|
78.4K
$3.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.18K- 3.86% |
$315K - $333K
|
204K
$8.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 6.25% |
$323K - $342K
|
126K
$5.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.5K- 1.35% |
$327K - $346K
|
620K
$25.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-8.54K- 0.84% |
$329K - $348K
|
1M
$41.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.67K- 35.38% |
$372K - $394K
|
17.7K
$722K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-9.67K- 2.2% |
$373K - $394K
|
430K
$17.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-9.98K- 3.77% |
$385K - $407K
|
254K
$10.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-10.2K- 2.6% |
$392K - $415K
|
381K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 9.42% |
$393K - $416K
|
98.1K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-10.3K- 1.13% |
$397K - $420K
|
898K
$36.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.8K- 59.48% |
$415K - $439K
|
7.34K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11.1K- 8.23% |
$426K - $451K
|
123K
$5.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-11.6K- 3.12% |
$448K - $474K
|
362K
$14.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11.7K- 41.68% |
$449K - $475K
|
16.3K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-12.2K- 61.08% |
$471K - $498K
|
7.79K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.3K- 32.69% |
$474K - $502K
|
25.4K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 2.45% |
$552K - $584K
|
570K
$23.3M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.3K- 2.45% |
$553K - $585K
|
570K
$23.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-14.8K- 2.03% |
$569K - $602K
|
713K
$29.2M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-15.4K- 1.67% |
$593K - $627K
|
908K
$37.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.2K- 71.0% |
$663K - $701K
|
7.03K
$287K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-17.9K- 5.31% |
$689K - $729K
|
319K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18K- 0.16% |
$692K - $732K
|
10.9M
$448M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.2K- 2.41% |
$700K - $741K
|
737K
$30.1M
|