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 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-10.7K- 1.1% |
$431K - $473K
|
957K
$40.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.8K- 1.77% |
$434K - $477K
|
598K
$25.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.2K- 23.24% |
$451K - $495K
|
36.9K
$1.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.6K- 29.57% |
$470K - $517K
|
27.7K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-13K- 3.45% |
$525K - $576K
|
364K
$15.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-13.8K- 2.01% |
$558K - $613K
|
674K
$28.7M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 2.56% |
$586K - $644K
|
552K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-15.2K- 4.79% |
$614K - $674K
|
302K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-15.8K- 3.3% |
$637K - $699K
|
462K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16K- 17.56% |
$645K - $709K
|
75K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16.1K- 9.09% |
$650K - $714K
|
161K
$6.86M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-16.3K- 0.89% |
$657K - $721K
|
1.82M
$77.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-17.8K- 1.8% |
$718K - $789K
|
971K
$41.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 0.38% |
$753K - $827K
|
4.89M
$209M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 77.05% |
$761K - $836K
|
5.62K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-19.6K- 3.1% |
$790K - $868K
|
611K
$26M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-20.2K- 13.74% |
$815K - $895K
|
127K
$5.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.11% |
$850K - $933K
|
1.88M
$80.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.3K- 6.23% |
$860K - $944K
|
321K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27.4K- 1.15% |
$1.11M - $1.21M
|
2.36M
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82.5K- 5.77% |
$3.33M - $3.66M
|
1.35M
$57.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-89.2K- 89.06% |
$3.6M - $3.96M
|
11K
$467K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-107K- 7.84% |
$4.3M - $4.72M
|
1.25M
$53.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-117K- 95.47% |
$4.74M - $5.2M
|
5.57K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-168K- 2.65% |
$6.77M - $7.44M
|
6.16M
$262M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-557K- 3.01% |
$22.5M - $24.7M
|
18M
$765M
|