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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.53K- 6.72% |
$55.4K - $64.6K
|
21.2K
$947K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 0.47% |
$3.12K - $3.64K
|
18.5K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 0.51% |
$69.4K - $80.9K
|
376K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.48% |
$43.1K - $50.2K
|
25.3K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
289+ 2.11% |
$10.5K - $12.2K
|
14K
$626K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-416- 0.34% |
$15.1K - $17.6K
|
123K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-45.9K- 5.71% |
$1.66M - $1.94M
|
758K
$33.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-57.7K- 12.05% |
$2.09M - $2.44M
|
421K
$18.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$979 - $1.14K
|
5.8K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
348K+ 71.63% |
$12.6M - $14.7M
|
833K
$37.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.37K+ 0.92% |
$195K - $227K
|
588K
$26.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.5K+ 31.15% |
$1.8M - $2.09M
|
209K
$9.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$94.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
680+ 0.33% |
$24.7K - $28.8K
|
206K
$9.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 1.88% |
$16.4K - $19.2K
|
23.6K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 0.66% |
$44.5K - $51.9K
|
187K
$8.33M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13.8K- 0.77% |
$499K - $582K
|
1.78M
$79.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.5K- 1.53% |
$380K - $443K
|
675K
$30.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$544 - $634
|
130K
$5.82M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
517+ 6.18% |
$18.7K - $21.9K
|
8.88K
$396K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$50.1K - $54.3K
|
1.25K
$56K
|
|
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
19.5K+ 10.59% |
$779K - $844K
|
203K
$9.09M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-143K- 29.43% |
$5.69M - $6.17M
|
342K
$15.3M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-900- 13.18% |
$36K - $39K
|
5.93K
$265K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.75KNew |
$270K - $292K
|
6.75K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22.5KNew |
$900K - $975K
|
22.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 35.15% |
$426K - $462K
|
19.7K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-143- 4.18% |
$5.71K - $6.19K
|
3.28K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-370- 4.16% |
$14.8K - $16K
|
8.53K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
791+ 0.32% |
$31.6K - $34.3K
|
247K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-371- 1.29% |
$14.8K - $16.1K
|
28.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.2KNew |
$208K - $225K
|
5.2K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.6KNew |
$744K - $806K
|
18.6K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.64KNew |
$345K - $374K
|
8.64K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.27K- 12.73% |
$131K - $141K
|
22.4K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
49+ 0.32% |
$1.96K - $2.12K
|
15.4K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-117- 45.7% |
$4.68K - $5.07K
|
139
$6.21K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-970- 9.3% |
$38.8K - $42K
|
9.46K
$423K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.21K- 10.75% |
$128K - $139K
|
26.6K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
104+ 0.36% |
$4.16K - $4.5K
|
28.9K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-127- 2.46% |
$5.07K - $5.5K
|
5.05K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.99KNew |
$160K - $173K
|
3.99K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.22K+ 74.39% |
$288K - $312K
|
16.9K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.14% |
$839 - $909
|
14.8K
$660K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.3K+ 15.9% |
$1.49M - $1.61M
|
272K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1K- 16.71% |
$40K - $43.3K
|
4.99K
$223K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$254K - $276K
|
6.37K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-21.2K- 6.46% |
$849K - $920K
|
308K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-357- 5.03% |
$14.3K - $15.5K
|
6.74K
$301K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 5.86% |
$30.2K - $32.8K
|
12.2K
$543K
|
|