Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.6K- 2.79% |
$54.1K - $57.8K
|
55.7K
$2.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.66K- 0.25% |
$56.3K - $60.2K
|
657K
$26.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.79K- 0.23% |
$60.5K - $64.7K
|
772K
$31.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 2.73% |
$62.5K - $66.9K
|
65.9K
$2.69M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.86K- 3.69% |
$63K - $67.4K
|
48.7K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.9K- 0.86% |
$64.4K - $68.9K
|
220K
$9M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.96K- 6.77% |
$66.3K - $70.9K
|
27K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-1.97K- 2.08% |
$66.5K - $71.1K
|
92.4K
$3.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.06K- 8.15% |
$69.7K - $74.6K
|
23.2K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.12K- 5.9% |
$71.6K - $76.6K
|
33.8K
$1.38M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.15K- 1.44% |
$72.7K - $77.7K
|
147K
$5.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.24K- 16.46% |
$75.8K - $81.1K
|
11.4K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.27K- 0.3% |
$76.9K - $82.2K
|
756K
$30.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.36K- 2.06% |
$79.8K - $85.4K
|
112K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.53K- 0.61% |
$85.7K - $91.6K
|
416K
$17M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.59K- 4.94% |
$87.5K - $93.6K
|
49.7K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.62K- 3.67% |
$88.7K - $94.9K
|
68.8K
$2.81M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.83K- 11.26% |
$95.6K - $102K
|
22.3K
$910K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.88K- 1.38% |
$97.5K - $104K
|
206K
$8.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.3K- 0.42% |
$112K - $119K
|
787K
$32.2M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-3.89K- 2.25% |
$131K - $141K
|
169K
$6.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.13K- 5.92% |
$140K - $150K
|
65.6K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-4.43K- 3.43% |
$150K - $160K
|
125K
$5.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.59K- 6.39% |
$155K - $166K
|
67.2K
$2.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.94K- 1.57% |
$167K - $179K
|
309K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 16.11% |
$169K - $181K
|
26K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-5.42K- 0.62% |
$183K - $196K
|
869K
$35.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-5.44K- 10.03% |
$184K - $197K
|
48.8K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.76K- 11.76% |
$195K - $209K
|
43.2K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-5.96K- 2.11% |
$202K - $216K
|
276K
$11.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5.97K- 28.83% |
$202K - $216K
|
14.7K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-6K- 42.26% |
$203K - $217K
|
8.2K
$335K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-6.04K- 1.46% |
$204K - $218K
|
408K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.12K- 32.95% |
$207K - $221K
|
12.4K
$508K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.21K- 20.98% |
$210K - $225K
|
23.4K
$955K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.32K- 0.87% |
$214K - $229K
|
716K
$29.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.44K- 3.49% |
$218K - $233K
|
178K
$7.28M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.57K- 2.16% |
$222K - $238K
|
297K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-6.88K- 35.73% |
$233K - $249K
|
12.4K
$505K
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-6.98K- 2.85% |
$236K - $253K
|
238K
$9.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-7.22K- 4.7% |
$244K - $261K
|
146K
$5.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-7.5K- 0.77% |
$254K - $271K
|
969K
$39.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.53K- 0.73% |
$255K - $272K
|
1.03M
$42M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-7.89K- 2.06% |
$267K - $285K
|
376K
$15.3M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-8.12K- 0.69% |
$275K - $294K
|
1.17M
$47.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-8.32K- 1.88% |
$282K - $301K
|
434K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-8.8K- 5.37% |
$298K - $319K
|
155K
$6.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-8.97K- 1.49% |
$303K - $325K
|
592K
$24.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.51K- 2.51% |
$322K - $344K
|
370K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11K- 47.62% |
$372K - $398K
|
12.1K
$494K
|