Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32M+ 21.82% |
$243M - $263M
|
35.3M
$1.44B
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.82M+ 21.46% |
$224M - $243M
|
33M
$1.35B
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
903KNew |
$34.8M - $37.6M
|
903K
$36.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
633KNew |
$24.4M - $26.4M
|
633K
$25.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
344K+ 42.58% |
$13.2M - $14.3M
|
1.15M
$47.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
260K+ 88.43% |
$10M - $10.8M
|
554K
$22.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
249K+ 140.75% |
$9.58M - $10.4M
|
426K
$17.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
235K+ 10.49% |
$9.05M - $9.79M
|
2.47M
$101M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
233K+ 1041.13% |
$8.98M - $9.72M
|
255K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
206K+ 2299.35% |
$7.92M - $8.57M
|
215K
$8.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
195K+ 109.6% |
$7.51M - $8.13M
|
373K
$15.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 17.47% |
$6.36M - $6.88M
|
1.11M
$45.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
161K+ 0.88% |
$6.22M - $6.73M
|
18.5M
$757M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
106K+ 13.76% |
$4.09M - $4.43M
|
879K
$35.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
78.5K+ 13.77% |
$3.02M - $3.27M
|
649K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.1K+ 3.04% |
$2.85M - $3.09M
|
2.51M
$103M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.8K+ 3.21% |
$2.69M - $2.91M
|
2.24M
$91.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
67.7KNew |
$2.61M - $2.82M
|
67.7K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
66.5K+ 6.06% |
$2.56M - $2.77M
|
1.17M
$47.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
57.1K+ 3.43% |
$2.2M - $2.38M
|
1.72M
$70.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.3K+ 4.45% |
$1.97M - $2.14M
|
1.2M
$49.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.1K+ 410.04% |
$1.93M - $2.09M
|
62.3K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
48KNew |
$1.85M - $2M
|
48K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
41.7K+ 351.89% |
$1.61M - $1.74M
|
53.5K
$2.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
40.7K+ 16.42% |
$1.57M - $1.7M
|
288K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.8K+ 29.14% |
$1.5M - $1.62M
|
172K
$7.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
33.8K+ 8.14% |
$1.3M - $1.41M
|
449K
$18.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
33.3K+ 23.99% |
$1.28M - $1.39M
|
172K
$7.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.8K+ 31.09% |
$1.19M - $1.29M
|
130K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
28.2K+ 15.38% |
$1.09M - $1.18M
|
212K
$8.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
27.1K+ 6.97% |
$1.05M - $1.13M
|
416K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27K+ 12.72% |
$1.04M - $1.12M
|
239K
$9.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$1.02M - $1.11M
|
26.5K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.5KNew |
$942K - $1.02M
|
24.5K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
22.8K+ 7.43% |
$876K - $949K
|
329K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5K+ 181.53% |
$868K - $940K
|
35K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
21K+ 135.81% |
$808K - $874K
|
36.4K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
18.6K+ 2.9% |
$715K - $774K
|
659K
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.4K+ 2.13% |
$631K - $683K
|
787K
$32.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
16.3KNew |
$627K - $679K
|
16.3K
$666K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16.2K+ 6.48% |
$623K - $674K
|
266K
$10.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
16.1K+ 4.0% |
$621K - $673K
|
419K
$17.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
15.7K+ 3.57% |
$603K - $653K
|
455K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
15.4K+ 1.15% |
$594K - $643K
|
1.36M
$55.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15.2K+ 9.48% |
$586K - $634K
|
176K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$565K - $612K
|
14.7K
$600K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$554K - $600K
|
14.4K
$588K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14.4K+ 7.36% |
$553K - $599K
|
209K
$8.56M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
14.3K+ 2.51% |
$552K - $598K
|
585K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14K+ 12.9% |
$541K - $585K
|
123K
$5.02M
|