Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.27K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.46% |
$573 - $673
|
3.93K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 1.81% |
$1.27K - $1.5K
|
2.18K
$88.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-47- 0.28% |
$1.5K - $1.76K
|
17K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-58- 0.4% |
$1.85K - $2.17K
|
14.6K
$596K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.97% |
$2.07K - $2.43K
|
6.63K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-67- 3.1% |
$2.13K - $2.51K
|
2.1K
$85.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-112- 1.88% |
$3.57K - $4.19K
|
5.83K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-113- 0.04% |
$3.6K - $4.23K
|
255K
$10.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-121- 24.3% |
$3.85K - $4.52K
|
377
$15.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-124- 0.18% |
$3.95K - $4.64K
|
68.5K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.34% |
$4.55K - $5.35K
|
5.97K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-154- 0.73% |
$4.9K - $5.76K
|
21K
$859K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-154- 0.85% |
$4.9K - $5.76K
|
17.9K
$731K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-154- 0.73% |
$4.9K - $5.76K
|
21K
$859K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-201- 0.9% |
$6.4K - $7.52K
|
22.1K
$902K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
SELL
|
- |
-237- 0.54% |
$7.55K - $8.86K
|
43.7K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-239- 0.15% |
$7.61K - $8.94K
|
155K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-255- 26.51% |
$8.12K - $9.53K
|
707
$28.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-299- 0.85% |
$9.52K - $11.2K
|
34.8K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-303- 0.27% |
$9.65K - $11.3K
|
112K
$4.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-308- 4.15% |
$9.81K - $11.5K
|
7.11K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-320- 0.51% |
$10.2K - $12K
|
61.8K
$2.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-321- 0.58% |
$10.2K - $12K
|
55.4K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-326- 42.23% |
$10.4K - $12.2K
|
446
$18.2K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-384- 1.23% |
$12.2K - $14.4K
|
30.8K
$1.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-530- 7.23% |
$16.9K - $19.8K
|
6.8K
$278K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-540- 25.14% |
$17.2K - $20.2K
|
1.61K
$65.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-547- 5.57% |
$17.4K - $20.5K
|
9.27K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-567- 0.83% |
$18.1K - $21.2K
|
67.9K
$2.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-572- 0.19% |
$18.2K - $21.4K
|
308K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-676- 45.25% |
$21.5K - $25.3K
|
818
$33.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-681- 1.01% |
$21.7K - $25.5K
|
66.7K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-693- 1.42% |
$22.1K - $25.9K
|
48.1K
$1.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-917- 0.91% |
$29.2K - $34.3K
|
99.9K
$4.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-968- 0.69% |
$30.8K - $36.2K
|
140K
$5.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.01K- 1.42% |
$32.1K - $37.7K
|
69.9K
$2.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-1.14K- 0.9% |
$36.3K - $42.6K
|
126K
$5.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.19K- 12.34% |
$37.8K - $44.4K
|
8.43K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.2K- 0.15% |
$38.1K - $44.8K
|
786K
$32.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.2K- 10.06% |
$38.2K - $44.8K
|
10.7K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-1.21K- 0.54% |
$38.6K - $45.4K
|
225K
$9.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.22K- 0.16% |
$38.9K - $45.6K
|
755K
$30.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.24K- 0.65% |
$39.5K - $46.3K
|
189K
$7.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.25K- 0.82% |
$39.7K - $46.6K
|
150K
$6.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.29K- 1.03% |
$41.1K - $48.3K
|
124K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.29K- 0.06% |
$41.1K - $48.3K
|
2.02M
$82.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.29K- 0.43% |
$41.1K - $48.3K
|
296K
$12.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1.4K- 17.66% |
$44.7K - $52.4K
|
6.54K
$267K
|