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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.32K- 40.42% |
$215K - $236K
|
7.84K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.35K- 0.91% |
$216K - $237K
|
580K
$24.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 8.06% |
$219K - $241K
|
62K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.87K- 81.36% |
$237K - $260K
|
1.34K
$57.3K
|
|
|
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
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.68K- 1.08% |
$391K - $429K
|
885K
$37.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-9.71K- 1.24% |
$392K - $431K
|
774K
$33M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-10K- 20.59% |
$404K - $444K
|
38.6K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.2K- 3.59% |
$413K - $454K
|
274K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.83% |
$425K - $466K
|
361K
$15.4M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.7K- 0.64% |
$471K - $517K
|
1.81M
$77.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-12.6K- 1.8% |
$510K - $560K
|
689K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.8K- 4.78% |
$517K - $568K
|
255K
$10.9M
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16K- 1.22% |
$647K - $711K
|
1.3M
$55.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16.1K- 9.09% |
$650K - $714K
|
161K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.2K- 27.7% |
$654K - $719K
|
42.3K
$1.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-16.3K- 0.89% |
$657K - $721K
|
1.82M
$77.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 47.49% |
$694K - $763K
|
19K
$810K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.7K- 28.66% |
$755K - $829K
|
46.5K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 71.0% |
$760K - $835K
|
7.69K
$328K
|
|
|
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
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-20.2K- 13.74% |
$815K - $895K
|
127K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.2K- 1.68% |
$818K - $898K
|
1.18M
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-20.8K- 1.42% |
$842K - $924K
|
1.44M
$61.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.11% |
$850K - $933K
|
1.88M
$80.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.1K- 3.16% |
$851K - $935K
|
647K
$27.6M
|