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 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$121 - $133
|
22.2K
$946K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$121 - $133
|
831
$35.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.02% |
$121 - $133
|
14.9K
$634K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$80.8 - $88.7
|
498
$21.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$40.4 - $44.4
|
9.65K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$40.4 - $44.4
|
17.7K
$752K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$40.4 - $44.4
|
6.65K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.01% |
$40.4 - $44.4
|
10.5K
$447K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- -0.0% |
$202 - $222
|
132K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-10- 0.02% |
$404 - $444
|
63.9K
$2.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-20- 0.29% |
$808 - $887
|
6.79K
$289K
|
|
|
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
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-35- 0.06% |
$1.41K - $1.55K
|
57.9K
$2.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-46- 0.23% |
$1.86K - $2.04K
|
20.3K
$866K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-50- 0.35% |
$2.02K - $2.22K
|
14.3K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-60- 2.87% |
$2.42K - $2.66K
|
2.03K
$86.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-66- 0.05% |
$2.67K - $2.93K
|
121K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 0.23% |
$2.99K - $3.28K
|
32.8K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107- 0.06% |
$4.32K - $4.75K
|
177K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-113- 1.9% |
$4.56K - $5.01K
|
5.85K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-128- 0.1% |
$5.17K - $5.68K
|
129K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-162- 0.17% |
$6.54K - $7.18K
|
97.9K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-184- 1.27% |
$7.43K - $8.16K
|
14.3K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-206- 2.14% |
$8.32K - $9.14K
|
9.43K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-213- 0.92% |
$8.6K - $9.45K
|
23K
$980K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-267- 3.38% |
$10.8K - $11.8K
|
7.63K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-322- 0.23% |
$13K - $14.3K
|
137K
$5.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-325- 1.58% |
$13.1K - $14.4K
|
20.3K
$863K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-368- 2.35% |
$14.9K - $16.3K
|
15.3K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-379- 0.18% |
$15.3K - $16.8K
|
206K
$8.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-382- 1.1% |
$15.4K - $16.9K
|
34.5K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-409- 1.85% |
$16.5K - $18.1K
|
21.7K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-412- 1.45% |
$16.6K - $18.3K
|
28K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-451- 9.25% |
$18.2K - $20K
|
4.43K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-464- 4.41% |
$18.7K - $20.6K
|
10.1K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-569- 5.97% |
$23K - $25.2K
|
8.96K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-581- 0.32% |
$23.5K - $25.8K
|
179K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-584- 1.96% |
$23.6K - $25.9K
|
29.2K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-635- 0.62% |
$25.6K - $28.2K
|
102K
$4.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-654- 0.65% |
$26.4K - $29K
|
99.5K
$4.24M
|
|
|
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
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-717- 8.37% |
$29K - $31.8K
|
7.85K
$335K
|
|
|
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
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 5.44% |
$33.8K - $37.1K
|
14.5K
$619K
|
|
|
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
$421K
|