Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2023. 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
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.38K
+ 19.41%
$46.8K - $50.1K
8.52K $348K
Oct 31, 2023 Q3 2023
Ifg Advisors, LLC

BUY
 -
1.38K
+ 10.37%
$46.6K - $49.9K
14.7K $599K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.2K
+ 3.32%
$40.4K - $43.2K
37.2K $1.52M
Oct 27, 2023 Q3 2023
Colorado Capital Management, Inc.

BUY
 -
1.06K
+ 0.59%
$35.8K - $38.3K
179K $7.32M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
987
+ 0.99%
$33.4K - $35.7K
101K $4.12M
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
962
New
$32.5K - $34.8K
962 $39.3K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
949
+ 0.25%
$32.1K - $34.3K
377K $15.4M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
887
+ 5.59%
$30K - $32.1K
16.8K $685K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
840
+ 12.93%
$28.4K - $30.4K
7.34K $300K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
786
New
$26.6K - $28.4K
786 $32.1K
Apr 04, 2024 Q3 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
601
+ 0.19%
$20.3K - $21.8K
312K $12.7M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
580
+ 7.62%
$19.6K - $21K
8.19K $335K
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
486
+ 0.36%
$16.4K - $17.6K
135K $5.51M
Oct 23, 2023 Q3 2023
Bridgewater Advisors Inc.

BUY
 -
441
+ 0.17%
$14.9K - $16K
255K $10.4M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
430
New
$14.5K - $15.6K
430 $17.6K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
415
+ 0.59%
$14K - $15K
70.7K $2.89M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
414
+ 1.77%
$14K - $15K
23.8K $970K
Nov 07, 2023 Q3 2023
Awm Capital, LLC

BUY
 -
384
+ 1.51%
$13K - $13.9K
25.8K $1.06M
Oct 16, 2023 Q3 2023
Wood Trust Financial Corp

BUY
 -
375
+ 0.36%
$12.7K - $13.6K
105K $4.29M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
286
+ 3.35%
$9.68K - $10.4K
8.82K $360K
Oct 15, 2024 Q3 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
278
+ 0.25%
$9.4K - $10.1K
112K $4.58M
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
277
+ 0.22%
$9.37K - $10K
124K $5.08M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
275
+ 0.06%
$9.3K - $9.95K
446K $18.2M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

BUY
 -
268
+ 0.17%
$9.07K - $9.7K
158K $6.44M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
255
+ 0.51%
$8.63K - $9.23K
49.8K $2.04M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
252
+ 1.07%
$8.53K - $9.12K
23.7K $968K
Oct 13, 2023 Q3 2023
Tarbox Family Office, Inc.

BUY
 -
205
+ 0.49%
$6.94K - $7.42K
42.2K $1.72M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
197
+ 1.23%
$6.66K - $7.13K
16.2K $660K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
188
+ 2.6%
$6.36K - $6.8K
7.42K $303K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
187
+ 0.45%
$6.33K - $6.77K
41.7K $1.7M
Nov 06, 2023 Q3 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
186
+ 0.52%
$6.29K - $6.73K
36.2K $1.48M
Nov 01, 2023 Q3 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
164
+ 0.05%
$5.55K - $5.94K
353K $14.4M
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
150
+ 0.98%
$5.07K - $5.43K
15.4K $630K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
135
+ 0.49%
$4.57K - $4.89K
27.6K $1.13M
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
134
+ 0.51%
$4.53K - $4.85K
26.4K $1.08M
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
110
+ 0.4%
$3.72K - $3.98K
27.7K $1.13M
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
102
+ 0.72%
$3.45K - $3.69K
14.4K $587K
Oct 16, 2023 Q3 2023
Shore Point Advisors, LLC

BUY
 -
93
+ 0.88%
$3.15K - $3.37K
10.7K $436K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
92
+ 0.2%
$3.11K - $3.33K
45.4K $1.85M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
90
+ 0.44%
$3.04K - $3.26K
20.6K $841K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
90
+ 0.51%
$3.04K - $3.26K
17.6K $717K
Oct 16, 2023 Q3 2023
Asset Planning Corporation

BUY
 -
84
+ 0.19%
$2.84K - $3.04K
44K $1.8M
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
84
+ 0.36%
$2.84K - $3.04K
23.3K $953K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
82
+ 0.36%
$2.77K - $2.97K
22.9K $937K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
80
+ 0.12%
$2.71K - $2.9K
68.4K $2.79M
Oct 17, 2023 Q3 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
74
+ 0.06%
$2.5K - $2.68K
126K $5.16M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
70
+ 0.51%
$2.37K - $2.53K
13.8K $562K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
66
+ 0.51%
$2.23K - $2.39K
12.9K $527K
Oct 10, 2023 Q3 2023
Monterey Private Wealth, Inc.

BUY
 -
60
+ 0.39%
$2.03K - $2.17K
15.5K $633K

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