Latest Institutional Transactions on Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Us Marketwi (DFUV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.12K- 4.49% |
$125K - $135K
|
66.5K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.82K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.94KNew |
$237K - $257K
|
5.94K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-796- 1.93% |
$31.8K - $34.5K
|
40.5K
$1.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 0.22% |
$42K - $45.5K
|
485K
$19.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-120- 0.06% |
$4.8K - $5.2K
|
200K
$8.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8+ 0.04% |
$320 - $346
|
21.6K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.48% |
$160 - $173
|
835
$34.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.52K- 7.62% |
$180K - $196K
|
54.8K
$2.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.71K- 0.72% |
$388K - $420K
|
1.34M
$54.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7.76K- 57.84% |
$310K - $336K
|
5.65K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-546- 1.3% |
$21.8K - $23.6K
|
41.5K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.1K+ 5.83% |
$564K - $611K
|
256K
$10.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.91K- 41.96% |
$156K - $169K
|
5.41K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45+ 0.17% |
$1.8K - $1.95K
|
26.5K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-23- 0.07% |
$919 - $996
|
31.6K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.4K- 2.76% |
$776K - $840K
|
685K
$28M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
386+ 4.35% |
$15.4K - $16.7K
|
9.26K
$378K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-232- 0.05% |
$9.27K - $10K
|
479K
$19.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 3.86% |
$17.6K - $19.1K
|
11K
$449K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-42- 0.03% |
$1.68K - $1.82K
|
145K
$5.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.43K+ 1.68% |
$57.3K - $62.1K
|
87K
$3.56M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.2% |
$1.92K - $2.08K
|
24.1K
$985K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$677K - $734K
|
16.9K
$693K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
101+ 0.01% |
$4.04K - $4.37K
|
803K
$32.9M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 0.03% |
$2.12K - $2.29K
|
159K
$6.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 0.35% |
$4.96K - $5.37K
|
35.5K
$1.45M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-21.8K- 1.2% |
$871K - $943K
|
1.8M
$73.5M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.2KNew |
$736K - $809K
|
18.2K
$746K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.36KNew |
$378K - $415K
|
9.36K
$383K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$386K - $424K
|
9.55K
$391K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.67KNew |
$350K - $384K
|
8.67K
$354K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 0.67% |
$786K - $863K
|
2.89M
$118M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.17KNew |
$209K - $229K
|
5.17K
$212K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
176KNew |
$7.1M - $7.79M
|
176K
$7.19M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
41.1KNew |
$1.66M - $1.82M
|
41.1K
$1.68M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
90.3KNew |
$3.65M - $4.01M
|
90.3K
$3.69M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.14M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.68K- 1.08% |
$391K - $429K
|
885K
$36.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$5.15K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$242 - $266
|
1.25K
$51.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.1KNew |
$449K - $493K
|
11.1K
$454K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
825+ 2.69% |
$33.3K - $36.6K
|
31.5K
$1.29M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.73K- 1.12% |
$69.8K - $76.7K
|
153K
$6.24M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$272K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22K+ 1.69% |
$890K - $977K
|
1.33M
$54.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.3K+ 2.3% |
$455K - $500K
|
501K
$20.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.9K- 74.1% |
$1.05M - $1.15M
|
9.05K
$370K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.9K+ 660.37% |
$803K - $882K
|
22.9K
$937K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
335KNew |
$13.5M - $14.8M
|
335K
$13.7M
|
|