Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-75.5K- 16.16% |
$2.28M - $2.67M
|
392K
$16M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77K- 95.8% |
$2.33M - $2.72M
|
3.38K
$138K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-81.1K- 22.4% |
$2.45M - $2.87M
|
281K
$11.5M
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-449K- 83.41% |
$13.6M - $15.9M
|
89.2K
$3.64M
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.04M- 79.77% |
$31.4M - $36.7M
|
263K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.67M- 54.28% |
$50.5M - $59.1M
|
1.41M
$57.5M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.1M- 96.22% |
$63.4M - $74.1M
|
82.2K
$3.36M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-45.7M- 99.99% |
$1.38B - $1.62B
|
4.43K
$181K
|