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
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.14K- 13.04% |
$164K - $192K
|
34.3K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5.43K- 1.39% |
$173K - $203K
|
386K
$15.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.58K- 0.76% |
$178K - $209K
|
733K
$29.9M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-5.73K- 0.61% |
$183K - $214K
|
935K
$38.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-5.74K- 14.77% |
$183K - $215K
|
33.1K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-5.79K- 26.44% |
$184K - $216K
|
16.1K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-5.8K- 3.25% |
$185K - $217K
|
172K
$7.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6.09K- 11.08% |
$194K - $228K
|
48.9K
$2M
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6.26K- 14.69% |
$199K - $234K
|
36.3K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.28K- 1.84% |
$200K - $235K
|
336K
$13.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7.08K- 0.67% |
$226K - $265K
|
1.05M
$42.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-7.32K- 0.71% |
$233K - $274K
|
1.02M
$41.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.39K- 35.5% |
$235K - $276K
|
13.4K
$548K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-7.46K- 1.76% |
$238K - $279K
|
416K
$17M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-7.54K- 1.81% |
$240K - $282K
|
408K
$16.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.06K- 4.76% |
$257K - $301K
|
161K
$6.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-8.35K- 45.93% |
$266K - $312K
|
9.83K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.59K- 5.39% |
$274K - $321K
|
151K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.62K- 10.34% |
$275K - $322K
|
74.8K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.79K- 1.23% |
$280K - $329K
|
707K
$28.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.91K- 22.4% |
$284K - $333K
|
30.9K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.06K- 6.43% |
$289K - $339K
|
132K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.65K- 16.93% |
$307K - $361K
|
47.4K
$1.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.66K- 55.71% |
$308K - $361K
|
7.68K
$314K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-9.89K- 1.27% |
$315K - $370K
|
769K
$31.4M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.8K- 59.48% |
$343K - $403K
|
7.34K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-11.4K- 14.1% |
$363K - $426K
|
69.4K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-11.9K- 1.86% |
$379K - $445K
|
627K
$25.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-12.4K- 1.71% |
$394K - $462K
|
712K
$29.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.9K- 6.46% |
$412K - $484K
|
187K
$7.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-13.5K- 5.71% |
$432K - $507K
|
224K
$9.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15K- 30.99% |
$477K - $560K
|
33.3K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-20K- 50.0% |
$637K - $748K
|
20K
$817K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.2K- 17.4% |
$643K - $755K
|
95.8K
$3.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.9K- 78.41% |
$730K - $857K
|
6.31K
$258K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-24.1K- 2.27% |
$767K - $901K
|
1.04M
$42.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-25K- 4.59% |
$797K - $935K
|
520K
$21.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-25.6K- 4.15% |
$814K - $956K
|
590K
$24.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.6K- 5.88% |
$880K - $1.03M
|
442K
$18.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-27.8K- 1.89% |
$887K - $1.04M
|
1.44M
$58.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-28.8K- 0.42% |
$918K - $1.08M
|
6.78M
$277M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29.5K- 4.37% |
$938K - $1.1M
|
645K
$26.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30.5K- 2.61% |
$972K - $1.14M
|
1.14M
$46.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-31.3K- 2.62% |
$997K - $1.17M
|
1.17M
$47.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$186M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-32.6K- 7.87% |
$1.04M - $1.22M
|
381K
$15.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 28.88% |
$1.06M - $1.25M
|
82.2K
$3.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-39.7K- 5.57% |
$1.27M - $1.49M
|
673K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-41.8K- 12.59% |
$1.33M - $1.56M
|
290K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-44.4K- 20.75% |
$1.41M - $1.66M
|
169K
$6.92M
|