Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 2024. 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 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$162 - $177
|
6.27K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$121 - $133
|
831
$35.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.02% |
$121 - $133
|
14.9K
$636K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$121 - $133
|
22.2K
$949K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$80.8 - $88.7
|
498
$21.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$40.4 - $44.4
|
9.65K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$40.4 - $44.4
|
17.7K
$755K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.01% |
$40.4 - $44.4
|
10.5K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- -0.0% |
$202 - $222
|
132K
$5.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10- 0.02% |
$404 - $444
|
63.9K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20- 0.29% |
$808 - $887
|
6.79K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23- 0.05% |
$929 - $1.02K
|
43.4K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-24- 0.06% |
$969 - $1.06K
|
43.4K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25- 0.41% |
$1.01K - $1.11K
|
6.03K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-35- 0.06% |
$1.41K - $1.55K
|
57.9K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-50- 0.35% |
$2.02K - $2.22K
|
14.3K
$613K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-60- 2.87% |
$2.42K - $2.66K
|
2.03K
$86.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-66- 0.05% |
$2.67K - $2.93K
|
121K
$5.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-128- 0.1% |
$5.17K - $5.68K
|
129K
$5.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-162- 0.17% |
$6.54K - $7.18K
|
97.9K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-206- 2.14% |
$8.32K - $9.14K
|
9.43K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-267- 3.38% |
$10.8K - $11.8K
|
7.63K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-325- 1.58% |
$13.1K - $14.4K
|
20.3K
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-368- 2.35% |
$14.9K - $16.3K
|
15.3K
$655K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-382- 1.1% |
$15.4K - $16.9K
|
34.5K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-569- 5.97% |
$23K - $25.2K
|
8.96K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-581- 0.32% |
$23.5K - $25.8K
|
179K
$7.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-584- 1.96% |
$23.6K - $25.9K
|
29.2K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-635- 0.62% |
$25.6K - $28.2K
|
102K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-654- 0.65% |
$26.4K - $29K
|
99.5K
$4.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-683- 0.29% |
$27.6K - $30.3K
|
237K
$10.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-710- 0.02% |
$28.7K - $31.5K
|
2.91M
$124M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-806- 2.66% |
$32.5K - $35.7K
|
29.5K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-822- 0.82% |
$33.2K - $36.5K
|
99.2K
$4.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 5.44% |
$33.8K - $37.1K
|
14.5K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-883- 1.89% |
$35.7K - $39.2K
|
45.7K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-926- 8.57% |
$37.4K - $41.1K
|
9.89K
$422K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-962- 0.66% |
$38.8K - $42.7K
|
145K
$6.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-983- 8.71% |
$39.7K - $43.6K
|
10.3K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-993- 0.73% |
$40.1K - $44K
|
136K
$5.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 2.16% |
$44.7K - $49.1K
|
50.2K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.2K- 1.79% |
$48.6K - $53.4K
|
66.2K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.22K- 7.48% |
$49.2K - $54K
|
15.1K
$644K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 26.82% |
$52.4K - $57.6K
|
3.54K
$151K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.52K- 4.48% |
$61.5K - $67.5K
|
32.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.55K- 1.33% |
$62.6K - $68.7K
|
115K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.68K- 5.97% |
$67.7K - $74.3K
|
26.4K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2K- 0.99% |
$80.6K - $88.6K
|
200K
$8.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.02K- 3.29% |
$81.5K - $89.5K
|
59.3K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 5.06% |
$82.7K - $90.8K
|
38.4K
$1.64M
|