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 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-962- 0.66% |
$38.8K - $42.7K
|
145K
$6.16M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-983- 8.71% |
$39.7K - $43.6K
|
10.3K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-993- 0.73% |
$40.1K - $44K
|
136K
$5.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 4.22% |
$40.4K - $44.4K
|
22.7K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 1.56% |
$44.5K - $48.9K
|
69.6K
$2.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 2.16% |
$44.7K - $49.1K
|
50.2K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.2K- 1.79% |
$48.6K - $53.4K
|
66.2K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.22K- 7.48% |
$49.2K - $54K
|
15.1K
$642K
|
|
|
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
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.55K- 1.33% |
$62.6K - $68.7K
|
115K
$4.9M
|
|
|
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
$8.53M
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 0.99% |
$86.1K - $94.6K
|
212K
$9.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.19K- 1.36% |
$88.3K - $96.9K
|
159K
$6.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.2K- 0.57% |
$88.8K - $97.6K
|
382K
$16.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.3K- 3.19% |
$92.8K - $102K
|
69.7K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.37K- 1.58% |
$95.7K - $105K
|
148K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.39K- 5.21% |
$96.5K - $106K
|
43.5K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.39K- 0.34% |
$96.7K - $106K
|
696K
$29.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.53K- 1.19% |
$102K - $112K
|
209K
$8.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.79K- 30.66% |
$113K - $124K
|
6.31K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.84% |
$127K - $139K
|
370K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.22K- 0.8% |
$130K - $143K
|
400K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.43K- 0.7% |
$138K - $152K
|
487K
$20.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.59K- 16.43% |
$145K - $159K
|
18.3K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.08K- 7.33% |
$165K - $181K
|
51.5K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.13K- 3.0% |
$167K - $183K
|
134K
$5.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.3K- 3.35% |
$174K - $191K
|
124K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.69K- 31.12% |
$190K - $208K
|
10.4K
$443K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.72K- 4.14% |
$191K - $209K
|
109K
$4.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.94K- 2.76% |
$199K - $219K
|
174K
$7.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 1.41% |
$202K - $222K
|
349K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.01K- 3.43% |
$202K - $222K
|
141K
$6.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 2.21% |
$240K - $263K
|
263K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.96K- 50.0% |
$241K - $264K
|
5.96K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.98K- 0.89% |
$282K - $310K
|
779K
$33.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.25K- 20.02% |
$293K - $321K
|
29K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.76K- 1.58% |
$313K - $344K
|
482K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.81K- 1.49% |
$315K - $346K
|
516K
$22M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.14K- 1.47% |
$329K - $361K
|
546K
$23.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.54K- 1.52% |
$345K - $379K
|
553K
$23.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8.57K- 5.1% |
$346K - $380K
|
159K
$6.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.75K- 4.44% |
$353K - $388K
|
188K
$8.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.18K- 2.86% |
$371K - $407K
|
312K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.37K- 1.31% |
$378K - $416K
|
705K
$30M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-9.71K- 1.24% |
$392K - $431K
|
774K
$33M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.2K- 3.59% |
$413K - $454K
|
274K
$11.7M
|