Purchases and Sales Made in Q4 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 Q4 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
Feb 06, 2024 Q4 2023
Verus Financial Partners, Inc.

BUY
 -
84
+ 0.3%
$2.68K - $3.14K
27.8K $1.14M
Feb 06, 2024 Q4 2023
Merit Financial Group, LLC

BUY
 -
70
+ 0.24%
$2.23K - $2.62K
29.8K $1.22M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
69
+ 0.33%
$2.2K - $2.58K
20.7K $844K
Feb 13, 2024 Q4 2023
Running Point Capital Advisors, LLC

BUY
 -
69
+ 0.15%
$2.2K - $2.58K
45.4K $1.86M
Feb 14, 2024 Q4 2023
Treynor Bancshares, Inc.

BUY
 -
68
+ 0.39%
$2.17K - $2.54K
17.6K $720K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
65
+ 0.28%
$2.07K - $2.43K
23.4K $955K
Feb 05, 2024 Q4 2023
Rb Capital Management, LLC

BUY
 -
62
+ 0.64%
$1.97K - $2.32K
9.75K $398K
Apr 09, 2024 Q4 2023
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
60
New
$1.91K - $2.24K
60 $2.45K
Feb 08, 2024 Q4 2023
Curi Wealth Management, LLC

BUY
 -
59
+ 0.39%
$1.88K - $2.21K
15.3K $625K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
56
+ 0.59%
$1.78K - $2.09K
9.48K $387K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
54
+ 0.39%
$1.72K - $2.02K
13.8K $565K
Feb 09, 2024 Q4 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
50
+ 0.39%
$1.59K - $1.87K
13K $529K
Jan 16, 2024 Q4 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
46
+ 0.22%
$1.47K - $1.72K
21.3K $870K
Jan 12, 2024 Q4 2023
Monterey Private Wealth, Inc.

BUY
 -
46
+ 0.3%
$1.47K - $1.72K
15.5K $635K
Jan 11, 2024 Q4 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
44
+ 0.39%
$1.4K - $1.65K
11.2K $459K
Jan 18, 2024 Q4 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
43
+ 0.35%
$1.37K - $1.61K
12.4K $507K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
43
+ 0.39%
$1.37K - $1.61K
11.2K $455K
Jan 16, 2024 Q4 2023
Lbmc Investment Advisors, LLC

BUY
 -
42
+ 0.16%
$1.34K - $1.57K
26.3K $1.07M
Jan 29, 2024 Q4 2023
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
40
+ 0.39%
$1.27K - $1.5K
10.3K $421K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
36
New
$1.15K - $1.35K
36 $1.47K
Jan 23, 2024 Q4 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
34
+ 0.15%
$1.08K - $1.27K
22.6K $921K
Feb 06, 2024 Q4 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
34
+ 0.39%
$1.08K - $1.27K
8.78K $358K
Feb 14, 2024 Q4 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
33
+ 0.39%
$1.05K - $1.23K
8.55K $349K
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
33
+ 0.38%
$1.05K - $1.23K
8.73K $356K
Jan 22, 2024 Q4 2023
Newton One Investments LLC

BUY
 -
30
+ 0.35%
$956 - $1.12K
8.48K $346K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
29
+ 0.02%
$924 - $1.08K
126K $5.16M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
26
+ 0.15%
$828 - $972
17.2K $701K
Feb 08, 2024 Q4 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
25
+ 0.29%
$796 - $935
8.73K $357K
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

BUY
 -
24
+ 0.18%
$764 - $897
13.1K $535K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
23
+ 0.41%
$733 - $860
5.68K $232K
Feb 13, 2024 Q4 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
23
+ 0.39%
$733 - $860
5.95K $243K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
22
+ 0.39%
$701 - $823
5.66K $231K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
17
+ 0.03%
$541 - $636
50.1K $2.05M
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
16
+ 0.38%
$510 - $598
4.21K $172K
Feb 12, 2024 Q4 2023
Fortress Wealth Management, Inc.

BUY
 -
14
+ 0.11%
$446 - $523
12.3K $501K
Feb 14, 2024 Q4 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
13
+ 0.15%
$414 - $486
8.59K $351K
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
BUY
 -
12
+ 0.06%
$382 - $449
21K $857K
Feb 08, 2024 Q4 2023
Tarbox Family Office, Inc.

BUY
 -
9
+ 0.02%
$287 - $337
42.2K $1.73M
Feb 12, 2024 Q4 2023
Vista Wealth Management Group, LLC

BUY
 -
7
+ 0.01%
$223 - $262
68.8K $2.81M
May 14, 2024 Q4 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
6
+ 0.04%
$191 - $224
13.9K $567K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
6
+ 0.43%
$191 - $224
1.4K $57.3K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
6
+ 0.01%
$191 - $224
41K $1.67M
Jan 11, 2024 Q4 2023
Whittier Trust CO

BUY
 -
6
+ 0.16%
$191 - $224
3.78K $154K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
5
+ 0.41%
$159 - $187
1.23K $50.2K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
4
+ 0.35%
$127 - $150
1.16K $47.2K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
3
+ 0.44%
$95.6 - $112
683 $27.9K
Feb 08, 2024 Q4 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
2
+ 0.35%
$63.7 - $74.8
581 $23.7K
Feb 02, 2024 Q4 2023
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
2
+ 0.01%
$63.7 - $74.8
31.7K $1.3M
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

BUY
 -
1
+ 0.01%
$31.9 - $37.4
18K $736K

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