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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23- 0.05% |
$929 - $1.02K
|
43.4K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.25K- 20.02% |
$293K - $321K
|
29K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17.7K+ 6.66% |
$715K - $785K
|
284K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$80.8 - $88.7
|
498
$21.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-168K- 2.65% |
$6.77M - $7.44M
|
6.16M
$264M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-926- 8.57% |
$37.4K - $41.1K
|
9.89K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-128- 0.1% |
$5.17K - $5.68K
|
129K
$5.52M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
21.4KNew |
$862K - $947K
|
21.4K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
84.5KNew |
$3.41M - $3.75M
|
84.5K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.61K+ 3.8% |
$186K - $204K
|
126K
$5.41M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
88.4K+ 750.79% |
$3.57M - $3.92M
|
100K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-66- 0.05% |
$2.67K - $2.93K
|
121K
$5.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
244+ 9.04% |
$9.85K - $10.8K
|
2.94K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-10.7K- 1.1% |
$431K - $473K
|
957K
$41.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
368K+ 31.92% |
$14.8M - $16.3M
|
1.52M
$65.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-17.8K- 1.8% |
$718K - $789K
|
971K
$41.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
52KNew |
$2.1M - $2.31M
|
52K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 16.37% |
$151K - $166K
|
26.6K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-683- 0.29% |
$27.6K - $30.3K
|
237K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-13K- 3.45% |
$525K - $576K
|
364K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-569- 5.97% |
$23K - $25.2K
|
8.96K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 2.16% |
$44.7K - $49.1K
|
50.2K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 77.05% |
$761K - $836K
|
5.62K
$241K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-584- 1.96% |
$23.6K - $25.9K
|
29.2K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
978K+ 13350.78% |
$39.5M - $43.4M
|
986K
$42.3M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-60- 2.87% |
$2.42K - $2.66K
|
2.03K
$87.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-35- 0.06% |
$1.41K - $1.55K
|
57.9K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-557K- 3.01% |
$22.5M - $24.7M
|
18M
$771M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.6K- 29.57% |
$470K - $517K
|
27.7K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.52K- 4.48% |
$61.5K - $67.5K
|
32.5K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.08K- 7.33% |
$165K - $181K
|
51.5K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
8.01K+ 1.01% |
$324K - $355K
|
803K
$34.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13K+ 7.18% |
$525K - $577K
|
194K
$8.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.11% |
$850K - $933K
|
1.88M
$80.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
62.3K+ 35.46% |
$2.51M - $2.76M
|
238K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.72K- 4.14% |
$191K - $209K
|
109K
$4.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.38K+ 0.92% |
$55.7K - $61.2K
|
152K
$6.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$162 - $177
|
6.27K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.01% |
$242 - $266
|
64.3K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.39K- 5.21% |
$96.5K - $106K
|
43.5K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
890+ 0.28% |
$35.9K - $39.5K
|
315K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 5.44% |
$33.8K - $37.1K
|
14.5K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 2.56% |
$586K - $644K
|
552K
$23.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-806- 2.66% |
$32.5K - $35.7K
|
29.5K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 0.82% |
$13K - $14.3K
|
39.8K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
308KNew |
$12.4M - $13.6M
|
308K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.2K- 0.57% |
$88.8K - $97.6K
|
382K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-382- 1.1% |
$15.4K - $16.9K
|
34.5K
$1.48M
|