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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$225K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.28KNew |
$242K - $256K
|
6.28K
$281K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-125- 0.34% |
$4.82K - $5.1K
|
36.4K
$1.62M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.9K+ 95.4% |
$150K - $159K
|
7.99K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
790New |
$30.4K - $32.2K
|
790
$35.3K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.8KNew |
$840K - $889K
|
21.8K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8K+ 64.4% |
$418K - $442K
|
27.7K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$919K
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.63K+ 1.11% |
$255K - $270K
|
602K
$26.9M
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.6KNew |
$486K - $514K
|
12.6K
$564K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.79KNew |
$339K - $358K
|
8.79K
$393K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$5.97K - $6.32K
|
155
$6.92K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-79.2K- 0.55% |
$3.05M - $3.23M
|
14.4M
$644M
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.2K- 71.0% |
$663K - $701K
|
7.03K
$314K
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.47% |
$771 - $815
|
4.25K
$190K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
933New |
$35.9K - $38K
|
933
$41.7K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$64.2K - $67.9K
|
1.67K
$74.4K
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$652K
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$652K
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$88.9K - $94K
|
2.31K
$103K
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$411K - $435K
|
10.7K
$477K
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
23.2KNew |
$894K - $946K
|
23.2K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.95K+ 54.87% |
$114K - $120K
|
8.32K
$372K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.69K- 1.24% |
$104K - $110K
|
214K
$9.56M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
223New |
$8.59K - $9.09K
|
223
$9.96K
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$919K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
4.45K+ 117.43% |
$171K - $181K
|
8.23K
$368K
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 1.86% |
$67.3K - $71.2K
|
92.3K
$4.12M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
551New |
$21.2K - $22.5K
|
551
$24.6K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$385K - $408K
|
10K
$447K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 14.97% |
$83.2K - $88K
|
12.3K
$548K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.97K- 17.33% |
$192K - $203K
|
23.7K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
51+ 0.45% |
$1.97K - $2.08K
|
11.3K
$506K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.35KNew |
$283K - $300K
|
7.35K
$328K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.61KNew |
$370K - $392K
|
9.61K
$429K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
20.6K+ 37.7% |
$792K - $838K
|
75.1K
$3.35M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-451- 6.93% |
$17.4K - $18.4K
|
6.05K
$270K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-738- 16.59% |
$28.4K - $30.1K
|
3.71K
$166K
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.8K- 15.61% |
$146K - $155K
|
20.5K
$917K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
65New |
$2.5K - $2.65K
|
65
$2.9K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
744New |
$28.7K - $30.3K
|
744
$33.2K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
950New |
$36.6K - $38.7K
|
950
$42.4K
|
|
Q1 2024 | |||||||
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-214- 1.86% |
$7.75K - $8.75K
|
11.3K
$504K
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.49K- 32.72% |
$90.3K - $102K
|
5.13K
$229K
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-84.2KClosed |
$3.05M - $3.44M
|
0
$0
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 53.05% |
$7.24K - $8.18K
|
177
$7.9K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36KNew |
$49.2K - $55.6K
|
1.36K
$60.7K
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.8KNew |
$393K - $444K
|
10.8K
$485K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.38K+ 362.6% |
$86K - $97.1K
|
3.03K
$135K
|
|
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
$334K
|