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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
220K+ 18.94% |
$7.1M - $7.58M
|
1.38M
$59.3M
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
71+ 0.51% |
$2.29K - $2.45K
|
14.1K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.97KNew |
$193K - $206K
|
5.97K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422New |
$13.6K - $14.6K
|
422
$18.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-28.5K- 18.01% |
$922K - $984K
|
130K
$5.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 1.65% |
$483K - $515K
|
890K
$38.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
97New |
$3.14K - $3.35K
|
97
$4.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 7.97% |
$49K - $52.3K
|
17.5K
$752K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
935+ 2.11% |
$30.2K - $32.3K
|
45.2K
$1.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65KNew |
$312K - $333K
|
9.65K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 16.0% |
$92.9K - $99.2K
|
20.8K
$896K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.1K+ 27.65% |
$618K - $660K
|
88.3K
$3.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-41- 0.39% |
$1.33K - $1.41K
|
10.5K
$451K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-249- 2.92% |
$8.05K - $8.59K
|
8.27K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-538- 2.92% |
$17.4K - $18.6K
|
17.9K
$768K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
26.6K+ 40.51% |
$860K - $918K
|
92.3K
$3.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76+ 0.51% |
$2.46K - $2.62K
|
15K
$647K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.7KNew |
$347K - $371K
|
10.7K
$462K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.03K- 42.41% |
$292K - $311K
|
12.3K
$527K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48.2K- 60.49% |
$1.56M - $1.66M
|
31.5K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 0.48% |
$6.14K - $6.56K
|
39.4K
$1.69M
|
|
| Q1 2023 | |||||||
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.91KNew |
$220K - $248K
|
6.91K
$297K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.14K- 2.1% |
$36.3K - $40.7K
|
52.9K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52K- 14.39% |
$80.4K - $90.3K
|
15K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.27K- 6.3% |
$104K - $117K
|
48.6K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.2KNew |
$548K - $615K
|
17.2K
$738K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.2% |
$989 - $1.11K
|
15.8K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
116KNew |
$3.71M - $4.16M
|
116K
$5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.9KNew |
$2.14M - $2.4M
|
66.9K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
645KNew |
$20.6M - $23.1M
|
645K
$27.7M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$460K - $517K
|
14.4K
$620K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$401K - $450K
|
12.6K
$540K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.61KNew |
$115K - $129K
|
3.61K
$155K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.52K- 46.26% |
$272K - $305K
|
9.9K
$426K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
885+ 14.04% |
$28.2K - $31.7K
|
7.19K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.4KNew |
$44.8K - $50.3K
|
1.4K
$60.3K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$329K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$38.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
610+ 6.64% |
$19.5K - $21.9K
|
9.8K
$422K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28+ 0.46% |
$893 - $1K
|
6.14K
$264K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66KNew |
$50.3K - $58.8K
|
1.66K
$71.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.84KNew |
$85.7K - $100K
|
2.84K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342New |
$10.3K - $12.1K
|
342
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.38KNew |
$41.8K - $48.9K
|
1.38K
$59.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$967 - $1.13K
|
11.1K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$333 - $389
|
3.62K
$156K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.29KNew |
$99.5K - $116K
|
3.29K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$538K - $629K
|
17.8K
$765K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.7KNew |
$81.6K - $95.5K
|
2.7K
$116K
|
|