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 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.35KNew |
$194K - $219K
|
5.35K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-656- 8.06% |
$23.8K - $26.8K
|
7.48K
$322K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.38K+ 362.6% |
$86K - $97.1K
|
3.03K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.8KNew |
$393K - $444K
|
10.8K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36KNew |
$49.2K - $55.6K
|
1.36K
$58.4K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.94K+ 52.01% |
$143K - $161K
|
11.5K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-120K- 5.35% |
$4.35M - $4.91M
|
2.12M
$91.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65.8K+ 54.03% |
$2.38M - $2.69M
|
187K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 192.24% |
$544K - $614K
|
22.8K
$982K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-96- 0.87% |
$3.48K - $3.93K
|
10.9K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
215New |
$7.79K - $8.79K
|
215
$9.25K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.26K- 95.23% |
$299K - $338K
|
414
$17.8K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.21K- 46.27% |
$225K - $254K
|
7.21K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
19.4KNew |
$703K - $793K
|
19.4K
$834K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.43K+ 94.22% |
$88K - $99.3K
|
5.01K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.59KNew |
$93.8K - $106K
|
2.59K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.44KNew |
$161K - $182K
|
4.44K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
21.1KNew |
$763K - $861K
|
21.1K
$905K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.16KNew |
$187K - $211K
|
5.16K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
482+ 1338.89% |
$17.5K - $19.7K
|
518
$22.3K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
540+ 33.58% |
$19.6K - $22.1K
|
2.15K
$92.4K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-265- 1.67% |
$9.6K - $10.8K
|
15.6K
$672K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-116- 0.18% |
$4.2K - $4.74K
|
64.4K
$2.77M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.5KNew |
$90.4K - $102K
|
2.5K
$107K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$363K - $410K
|
10K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.61K- 28.59% |
$167K - $188K
|
11.5K
$495K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
763+ 7.12% |
$27.6K - $31.2K
|
11.5K
$494K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.49KNew |
$271K - $306K
|
7.49K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
31.1KNew |
$1.12M - $1.27M
|
31.1K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.47KNew |
$53.1K - $60K
|
1.47K
$63.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.09KNew |
$220K - $249K
|
6.09K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
953+ 9.8% |
$34.5K - $39K
|
10.7K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.85K+ 24.05% |
$66.9K - $75.6K
|
9.53K
$410K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.11K+ 15.24% |
$149K - $168K
|
31.1K
$1.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$262K - $295K
|
7.22K
$311K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.14% |
$362 - $409
|
7.12K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
603New |
$21.8K - $24.7K
|
603
$25.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50.8K- 91.3% |
$1.84M - $2.08M
|
4.84K
$208K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8- 0.05% |
$290 - $327
|
15.7K
$676K
|
|
| Q4 2023 | |||||||
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.98KNew |
$286K - $336K
|
8.98K
$386K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30.5K- 2.61% |
$972K - $1.14M
|
1.14M
$49.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
811New |
$25.8K - $30.3K
|
811
$34.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.34% |
$4.55K - $5.35K
|
5.97K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
522New |
$16.6K - $19.5K
|
522
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.9KNew |
$283K - $333K
|
8.9K
$383K
|
|