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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 0.49% |
$250K - $271K
|
1.31M
$54M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$554K - $600K
|
14.4K
$592K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 6.06% |
$183K - $198K
|
83.1K
$3.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-888- 1.3% |
$34.2K - $37K
|
67.2K
$2.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.6K+ 153.94% |
$523K - $566K
|
22.4K
$921K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
774+ 2.61% |
$29.8K - $32.3K
|
30.4K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
336New |
$12.9K - $14K
|
336
$13.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-197- 2.27% |
$7.59K - $8.21K
|
8.47K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.21KNew |
$46.5K - $50.3K
|
1.21K
$49.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.5K- 29.01% |
$135K - $146K
|
8.57K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.06K- 3.49% |
$118K - $128K
|
84.7K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$38.5 - $41.7
|
6.65K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.7K- 3.2% |
$720K - $780K
|
566K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 10.67% |
$117K - $127K
|
25.5K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 1.12% |
$417K - $451K
|
980K
$40.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95.1K- 1.9% |
$3.66M - $3.97M
|
4.91M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.22K- 2.81% |
$46.8K - $50.7K
|
42K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
976+ 11.6% |
$37.6K - $40.7K
|
9.39K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
738+ 13.4% |
$28.4K - $30.8K
|
6.25K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.98KNew |
$346K - $374K
|
8.98K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 2.23% |
$51.3K - $55.6K
|
58.5K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 2.51% |
$64.7K - $70K
|
65.3K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.04K+ 0.14% |
$40.1K - $43.4K
|
753K
$31M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 0.63% |
$7.7K - $8.34K
|
31.5K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$539K - $583K
|
14K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
940+ 7.69% |
$36.2K - $39.2K
|
13.2K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.32K- 4.84% |
$282K - $305K
|
144K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
27K+ 12.72% |
$1.04M - $1.12M
|
239K
$9.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.37% |
$2.27K - $2.46K
|
15.9K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.15% |
$1.62K - $1.75K
|
28.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-12.7K- 1.4% |
$490K - $530K
|
895K
$36.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 5.65% |
$527K - $571K
|
256K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
119+ 0.25% |
$4.58K - $4.96K
|
48.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.66K+ 8.69% |
$295K - $319K
|
95.8K
$3.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 0.31% |
$2.46K - $2.67K
|
20.9K
$859K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12K+ 0.25% |
$43K - $46.5K
|
445K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
336New |
$12.9K - $14K
|
336
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.15% |
$501 - $542
|
8.52K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
41.7K+ 351.89% |
$1.61M - $1.74M
|
53.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.5K- 26.45% |
$903K - $978K
|
65.2K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7KNew |
$565K - $612K
|
14.7K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
300New |
$11.6K - $12.5K
|
300
$12.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.8K+ 29.14% |
$1.5M - $1.62M
|
172K
$7.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6.97KNew |
$268K - $290K
|
6.97K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.96K- 0.98% |
$114K - $123K
|
298K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
414New |
$15.9K - $17.3K
|
414
$17K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.45K+ 3.25% |
$325K - $352K
|
268K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$1.02M - $1.11M
|
26.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 59.01% |
$517K - $560K
|
36.2K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.8K+ 31.09% |
$1.19M - $1.29M
|
130K
$5.35M
|