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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
885+ 14.04% |
$28.2K - $31.7K
|
7.19K
$321K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.4KNew |
$44.8K - $50.3K
|
1.4K
$62.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$342K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$40.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
610+ 6.64% |
$19.5K - $21.9K
|
9.8K
$438K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66KNew |
$50.3K - $58.8K
|
1.66K
$74.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342New |
$10.3K - $12.1K
|
342
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.84KNew |
$85.7K - $100K
|
2.84K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$538K - $629K
|
17.8K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$333 - $389
|
3.62K
$162K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$967 - $1.13K
|
11.1K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.38KNew |
$41.8K - $48.9K
|
1.38K
$61.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.7KNew |
$81.6K - $95.5K
|
2.7K
$121K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$132K - $154K
|
101K
$4.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.14M
|
32.3K
$1.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$343K - $401K
|
11.3K
$506K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.89KNew |
$57K - $66.7K
|
1.89K
$84.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29KNew |
$190K - $222K
|
6.29K
$281K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.82KNew |
$267K - $312K
|
8.82K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 50.0% |
$307K - $359K
|
10.2K
$454K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.04KNew |
$182K - $213K
|
6.04K
$270K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.14KNew |
$186K - $217K
|
6.14K
$274K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
939New |
$28.4K - $33.2K
|
939
$41.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-58.9K- 1.94% |
$1.78M - $2.08M
|
2.97M
$133M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-887- 43.12% |
$26.8K - $31.4K
|
1.17K
$52.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
894New |
$27K - $31.6K
|
894
$39.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.7KNew |
$142K - $166K
|
4.7K
$210K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$190K - $222K
|
6.28K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
270New |
$8.16K - $9.55K
|
270
$12.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.6KNew |
$502K - $587K
|
16.6K
$741K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77K- 95.8% |
$2.33M - $2.72M
|
3.38K
$151K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$43.6K - $51.3K
|
0
$0
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95Closed |
$2.81K - $3.3K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04KNew |
$119K - $140K
|
4.04K
$180K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.83% |
$60.5K - $71.1K
|
18.8K
$838K
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-48Closed |
$1.42K - $1.67K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.34KNew |
$39.5K - $46.4K
|
1.34K
$59.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
302K+ 91.07% |
$8.93M - $10.5M
|
633K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
27.6KNew |
$817K - $960K
|
27.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.87KNew |
$84.9K - $99.7K
|
2.87K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
73K+ 4.25% |
$2.16M - $2.54M
|
1.79M
$79.9M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39+ 0.35% |
$1.15K - $1.36K
|
11K
$493K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 45.99% |
$46.6K - $54.8K
|
5K
$223K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.7KNew |
$228K - $268K
|
7.7K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
94.1KNew |
$2.79M - $3.27M
|
94.1K
$4.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 33.4% |
$192K - $225K
|
12.9K
$577K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.2K+ 0.49% |
$35.4K - $41.6K
|
247K
$11M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.11K+ 5.25% |
$32.8K - $38.5K
|
22.2K
$992K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.53% |
$266 - $313
|
1.72K
$76.7K
|
|