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 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 0.24% |
$155 - $177
|
2.07K
$89K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.23KNew |
$224K - $255K
|
7.23K
$311K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
609+ 6.23% |
$18.8K - $21.5K
|
10.4K
$447K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- -0.0% |
$30.9 - $35.3
|
26.6K
$1.14M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5KNew |
$324K - $370K
|
10.5K
$450K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
604New |
$18.7K - $21.3K
|
604
$26K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.54KNew |
$171K - $196K
|
5.54K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7KNew |
$1.44M - $1.65M
|
46.7K
$2.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$76.9K - $87.8K
|
2.49K
$107K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.85KNew |
$88.2K - $101K
|
2.85K
$123K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.84KNew |
$87.9K - $100K
|
2.84K
$122K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2.57KNew |
$79.3K - $90.6K
|
2.57K
$110K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.94KNew |
$307K - $351K
|
9.94K
$428K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192New |
$5.94K - $6.78K
|
192
$8.26K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13.2KNew |
$409K - $467K
|
13.2K
$568K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.98KNew |
$216K - $246K
|
6.98K
$300K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
114KNew |
$3.53M - $4.03M
|
114K
$4.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$443K - $506K
|
14.3K
$616K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
6.54KNew |
$202K - $231K
|
6.54K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$523K - $598K
|
16.9K
$728K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
121KNew |
$3.74M - $4.27M
|
121K
$5.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
17KNew |
$526K - $601K
|
17K
$731K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.54KNew |
$264K - $301K
|
8.54K
$367K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
7.16KNew |
$222K - $253K
|
7.16K
$308K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
456New |
$14.1K - $16.1K
|
456
$19.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
24.6KNew |
$760K - $868K
|
24.6K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.56KNew |
$48.2K - $55K
|
1.56K
$67K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14KNew |
$35.4K - $40.4K
|
1.14K
$49.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.53KNew |
$47.2K - $53.9K
|
1.53K
$65.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19KNew |
$36.7K - $41.9K
|
1.19K
$51K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.29KNew |
$39.7K - $45.4K
|
1.29K
$55.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.22KNew |
$131K - $149K
|
4.22K
$182K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
16.7KNew |
$515K - $588K
|
16.7K
$716K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17.4KNew |
$536K - $613K
|
17.4K
$746K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
51.8KNew |
$1.6M - $1.83M
|
51.8K
$2.23M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.65KNew |
$206K - $235K
|
6.65K
$286K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.47KNew |
$200K - $228K
|
6.47K
$278K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
954New |
$29.5K - $33.7K
|
954
$41K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
779New |
$24.1K - $27.5K
|
779
$33.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13KNew |
$403K - $460K
|
13K
$560K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$57.7K - $65.9K
|
1.87K
$80.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
262KNew |
$8.1M - $9.25M
|
262K
$11.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.66KNew |
$82.3K - $94K
|
2.66K
$114K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
13.9KNew |
$429K - $490K
|
13.9K
$596K
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
19.1KNew |
$590K - $674K
|
19.1K
$821K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$373K - $426K
|
12.1K
$519K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.6KNew |
$791K - $903K
|
25.6K
$1.1M
|