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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$386K - $424K
|
9.55K
$427K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.67KNew |
$350K - $384K
|
8.67K
$387K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$5.63K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$297K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.9K- 74.1% |
$1.05M - $1.15M
|
9.05K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-72.8K- 17.79% |
$2.94M - $3.23M
|
337K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53K+ 15.91% |
$183K - $201K
|
33K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.85KNew |
$196K - $215K
|
4.85K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
691+ 57.25% |
$27.9K - $30.6K
|
1.9K
$84.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.8K- 71.0% |
$760K - $835K
|
7.69K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.1K- 3.16% |
$851K - $935K
|
647K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.87K- 81.36% |
$237K - $260K
|
1.34K
$60K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.5KNew |
$868K - $953K
|
21.5K
$960K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.24% |
$4.72K - $5.19K
|
48.3K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.81KNew |
$275K - $302K
|
6.81K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$7.47K - $8.2K
|
185
$8.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.19K+ 60.09% |
$169K - $186K
|
11.2K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15- 0.07% |
$606 - $665
|
21.2K
$948K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
84.7KNew |
$3.42M - $3.76M
|
84.7K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
213+ 0.57% |
$8.6K - $9.45K
|
37.3K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$2.59M - $2.84M
|
64.1K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-308- 2.68% |
$12.4K - $13.7K
|
11.2K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 8.06% |
$219K - $241K
|
62K
$2.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-7- 3.26% |
$283 - $310
|
208
$9.29K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-464- 4.41% |
$18.7K - $20.6K
|
10.1K
$449K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 4.22% |
$40.4K - $44.4K
|
22.7K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
196New |
$7.91K - $8.69K
|
196
$8.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-46- 0.23% |
$1.86K - $2.04K
|
20.3K
$908K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5KNew |
$504K - $553K
|
12.5K
$557K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.42% |
$1.05K - $1.15K
|
6.2K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-20.2K- 13.74% |
$815K - $895K
|
127K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.96K- 50.0% |
$241K - $264K
|
5.96K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$40.4 - $44.4
|
6.65K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5.31KNew |
$214K - $235K
|
5.31K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.21KNew |
$89.3K - $98.1K
|
2.21K
$98.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-50- 0.35% |
$2.02K - $2.22K
|
14.3K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23- 0.05% |
$929 - $1.02K
|
43.4K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.6K- 29.57% |
$470K - $517K
|
27.7K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-569- 5.97% |
$23K - $25.2K
|
8.96K
$400K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-60- 2.87% |
$2.42K - $2.66K
|
2.03K
$90.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 77.05% |
$761K - $836K
|
5.62K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$162 - $177
|
6.27K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.79KNew |
$234K - $257K
|
5.79K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-1- 0.01% |
$40.4 - $44.4
|
10.5K
$468K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.63KNew |
$65.7K - $72.2K
|
1.63K
$72.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601New |
$24.3K - $26.7K
|
601
$26.8K
|