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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9KNew |
$196K - $212K
|
4.9K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.49K- 2.88% |
$140K - $151K
|
118K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.55K- 16.29% |
$182K - $197K
|
23.4K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-472- 1.12% |
$18.9K - $20.4K
|
41.8K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
802+ 4.59% |
$32K - $34.7K
|
18.3K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.89K- 1.07% |
$75.3K - $81.6K
|
174K
$7.76M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-406- 0.62% |
$16.2K - $17.6K
|
65.3K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 19.15% |
$12.1K - $13.1K
|
1.28K
$56.9K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.16K- 11.02% |
$46.4K - $50.3K
|
9.38K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.89% |
$2.76K - $2.99K
|
3.58K
$160K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$226K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
649New |
$25.9K - $28.1K
|
649
$29K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.9KNew |
$116K - $125K
|
2.9K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$1.96K - $2.12K
|
49
$2.19K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3K- 11.3% |
$120K - $130K
|
23.6K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5K- 44.84% |
$200K - $217K
|
6.15K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
9.01K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
572New |
$22.9K - $24.8K
|
572
$25.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.73KNew |
$69.3K - $75.1K
|
1.73K
$77.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-887- 4.36% |
$35.4K - $38.4K
|
19.5K
$869K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.71K+ 59.46% |
$188K - $204K
|
12.6K
$564K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.19KNew |
$247K - $268K
|
6.19K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$4.4K - $4.76K
|
110
$4.91K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.64KNew |
$305K - $331K
|
7.64K
$341K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-25K- 51.65% |
$1M - $1.08M
|
23.4K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5KNew |
$200K - $216K
|
5K
$223K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
448New |
$17.9K - $19.4K
|
448
$20K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-650- 2.0% |
$26K - $28.1K
|
31.8K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-185- 0.87% |
$7.39K - $8.01K
|
21.2K
$946K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-116- 0.16% |
$4.64K - $5.02K
|
72.3K
$3.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.4K- 47.27% |
$256K - $277K
|
7.14K
$319K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-145- 2.14% |
$5.79K - $6.28K
|
6.65K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.24K- 5.14% |
$89.3K - $96.8K
|
41.3K
$1.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-1.82K- 0.43% |
$72.7K - $78.8K
|
419K
$18.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.53KNew |
$221K - $239K
|
5.53K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.6KNew |
$422K - $457K
|
10.6K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.16% |
$7.99K - $8.66K
|
9.07K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.29KNew |
$51.5K - $55.8K
|
1.29K
$57.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-90- 1.47% |
$3.6K - $3.9K
|
6.05K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.94KNew |
$237K - $257K
|
5.94K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7.76K- 57.84% |
$310K - $336K
|
5.65K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.91K- 41.96% |
$156K - $169K
|
5.41K
$241K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-42- 0.03% |
$1.68K - $1.82K
|
145K
$6.46M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 0.35% |
$4.96K - $5.37K
|
35.5K
$1.59M
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 5.04% |
$790K - $868K
|
369K
$16.5M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.2K- 1.79% |
$48.6K - $53.4K
|
66.2K
$2.95M
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.91KNew |
$319K - $351K
|
7.91K
$353K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
15.2KNew |
$614K - $675K
|
15.2K
$680K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.36KNew |
$378K - $415K
|
9.36K
$418K
|
|