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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.39% |
$2.17K - $2.54K
|
17.6K
$758K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.41% |
$733 - $860
|
5.68K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.16KNew |
$292K - $343K
|
9.16K
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
59+ 0.39% |
$1.88K - $2.21K
|
15.3K
$658K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$63.7 - $74.8
|
581
$25K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
676New |
$21.5K - $25.3K
|
676
$29.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.19KNew |
$229K - $269K
|
7.19K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.08KNew |
$130K - $153K
|
4.08K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5.71KNew |
$182K - $213K
|
5.71K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$11.7K - $13.7K
|
366
$15.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.85KNew |
$314K - $368K
|
9.85K
$423K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.9K- 78.41% |
$730K - $857K
|
6.31K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-326- 42.23% |
$10.4K - $12.2K
|
446
$19.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.97% |
$2.07K - $2.43K
|
6.63K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
227New |
$7.23K - $8.49K
|
227
$9.76K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.39% |
$1.75K - $2.06K
|
14.2K
$609K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$8.73K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.81KNew |
$217K - $254K
|
6.81K
$293K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
287K+ 41.41% |
$9.15M - $10.7M
|
981K
$42.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.05K+ 97.86% |
$33.5K - $39.3K
|
2.13K
$91.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.44K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$433K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.4KNew |
$650K - $763K
|
20.4K
$877K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48K+ 1.99% |
$79K - $92.8K
|
127K
$5.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$15.9K - $18.7K
|
500
$21.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-547- 5.57% |
$17.4K - $20.5K
|
9.27K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.86KNew |
$282K - $331K
|
8.86K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
675New |
$21.5K - $25.2K
|
675
$29K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$196M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
5.7KNew |
$181K - $213K
|
5.7K
$245K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.31KNew |
$265K - $311K
|
8.31K
$357K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.8KNew |
$470K - $552K
|
14.8K
$634K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
68.4KNew |
$2.18M - $2.56M
|
68.4K
$2.94M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-681- 1.01% |
$21.7K - $25.5K
|
66.7K
$2.87M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.05K- 0.89% |
$97.1K - $114K
|
339K
$14.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
774KNew |
$24.6M - $28.9M
|
774K
$33.3M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
286+ 3.35% |
$9.68K - $10.4K
|
8.82K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82+ 0.36% |
$2.77K - $2.97K
|
22.9K
$986K
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$132K - $141K
|
3.89K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
786New |
$26.6K - $28.4K
|
786
$33.8K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-934- 5.61% |
$31.6K - $33.8K
|
15.7K
$676K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
430New |
$14.5K - $15.6K
|
430
$18.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.1K- 27.55% |
$1.02M - $1.09M
|
79.1K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.88K- 1.38% |
$97.5K - $104K
|
206K
$8.87M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$186K - $199K
|
5.49K
$236K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.49K+ 1.03% |
$118K - $126K
|
343K
$14.7M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-648- 1.09% |
$21.9K - $23.5K
|
58.5K
$2.52M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22.6K+ 4.1% |
$764K - $818K
|
574K
$24.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3KNew |
$382K - $409K
|
11.3K
$486K
|
|