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 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.43K- 0.38% |
$45.6K - $53.6K
|
374K
$15.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.45K- 3.73% |
$46.2K - $54.2K
|
37.5K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.46K- 0.4% |
$46.4K - $54.5K
|
366K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.53K- 4.08% |
$48.8K - $57.2K
|
36K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.53K- 0.43% |
$48.8K - $57.2K
|
352K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.68K- 1.37% |
$53.3K - $62.6K
|
121K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.82K- 15.97% |
$57.9K - $67.9K
|
9.56K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.02K- 4.06% |
$64.2K - $75.4K
|
47.7K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.25K- 1.78% |
$71.6K - $84.1K
|
124K
$5.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 0.75% |
$71.9K - $84.4K
|
298K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-2.29K- 0.58% |
$72.8K - $85.5K
|
391K
$16M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.29K- 7.83% |
$73K - $85.7K
|
27K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.41K- 1.01% |
$76.6K - $89.9K
|
235K
$9.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 24.07% |
$90.8K - $107K
|
8.99K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.87K- 10.45% |
$91.4K - $107K
|
24.6K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-2.91K- 3.15% |
$92.6K - $109K
|
89.5K
$3.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.91K- 3.93% |
$92.8K - $109K
|
71.2K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.93K- 11.11% |
$93.3K - $110K
|
23.4K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.99K- 2.04% |
$95.1K - $112K
|
143K
$5.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.01K- 2.05% |
$95.8K - $113K
|
144K
$5.86M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.05K- 0.89% |
$97.1K - $114K
|
339K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.09K- 0.27% |
$98.5K - $116K
|
1.14M
$46.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-3.12K- 0.42% |
$99.5K - $117K
|
735K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 5.33% |
$99.6K - $117K
|
55.5K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.28K- 28.71% |
$104K - $122K
|
8.14K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 0.74% |
$105K - $123K
|
443K
$18.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.3K- 3.76% |
$105K - $123K
|
84.4K
$3.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.54K- 5.21% |
$113K - $132K
|
64.5K
$2.63M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.55K- 5.53% |
$113K - $133K
|
60.6K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.55K- 5.32% |
$113K - $133K
|
63.1K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3.59K- 2.89% |
$114K - $134K
|
121K
$4.93M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.62K- 39.51% |
$115K - $135K
|
5.54K
$226K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.64K- 5.54% |
$116K - $136K
|
62K
$2.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.7K- 13.37% |
$118K - $138K
|
23.9K
$978K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.7K- 5.23% |
$118K - $138K
|
67.1K
$2.74M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.78K- 0.51% |
$121K - $141K
|
741K
$30.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.98K- 0.49% |
$127K - $149K
|
804K
$32.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4.06K- 1.9% |
$129K - $152K
|
209K
$8.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.06K- 26.29% |
$129K - $152K
|
11.4K
$465K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-4.38K- 24.86% |
$139K - $164K
|
13.2K
$541K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.48K- 5.05% |
$143K - $167K
|
84.2K
$3.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.5K- 1.1% |
$143K - $168K
|
405K
$16.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.63K- 12.44% |
$147K - $173K
|
32.6K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-4.64K- 1.67% |
$148K - $173K
|
273K
$11.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.66K- 1.14% |
$148K - $174K
|
403K
$16.5M
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-4.76K- 4.25% |
$152K - $178K
|
107K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-4.79K- 14.18% |
$152K - $179K
|
29K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-4.91K- 3.64% |
$156K - $183K
|
130K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-4.96K- 1.42% |
$158K - $185K
|
344K
$14M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.04K- 20.58% |
$160K - $188K
|
19.4K
$794K
|