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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.74K+ 100.0% |
$229K - $269K
|
15.5K
$691K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.71KNew |
$199K - $234K
|
6.71K
$300K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
169K+ 16.37% |
$5.02M - $5.89M
|
1.2M
$53.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
12.8KNew |
$378K - $444K
|
12.8K
$571K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7MNew |
$50.3M - $59.1M
|
1.7M
$75.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-22.3K- 0.29% |
$661K - $776K
|
7.64M
$341M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21.4KNew |
$633K - $743K
|
21.4K
$955K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21KNew |
$622K - $731K
|
21K
$939K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.35K+ 1.58% |
$69.6K - $81.8K
|
151K
$6.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.55% |
$4K - $4.7K
|
8.6K
$384K
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 0.24% |
$155 - $177
|
2.07K
$92.4K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.23KNew |
$224K - $255K
|
7.23K
$323K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
609+ 6.23% |
$18.8K - $21.5K
|
10.4K
$464K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- -0.0% |
$30.9 - $35.3
|
26.6K
$1.19M
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5KNew |
$324K - $370K
|
10.5K
$467K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
604New |
$18.7K - $21.3K
|
604
$27K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.49KNew |
$76.9K - $87.8K
|
2.49K
$111K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2.85KNew |
$88.2K - $101K
|
2.85K
$127K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.54KNew |
$171K - $196K
|
5.54K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7KNew |
$1.44M - $1.65M
|
46.7K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$437K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13.2KNew |
$409K - $467K
|
13.2K
$590K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.84KNew |
$87.9K - $100K
|
2.84K
$127K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192New |
$5.94K - $6.78K
|
192
$8.57K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$443K - $506K
|
14.3K
$640K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
114KNew |
$3.53M - $4.03M
|
114K
$5.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
6.54KNew |
$202K - $231K
|
6.54K
$292K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$523K - $598K
|
16.9K
$756K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
121KNew |
$3.74M - $4.27M
|
121K
$5.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
17KNew |
$526K - $601K
|
17K
$760K
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.15M
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.54KNew |
$264K - $301K
|
8.54K
$381K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
456New |
$14.1K - $16.1K
|
456
$20.4K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
7.16KNew |
$222K - $253K
|
7.16K
$320K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
24.6KNew |
$760K - $868K
|
24.6K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.14KNew |
$35.4K - $40.4K
|
1.14K
$51.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.53KNew |
$47.2K - $53.9K
|
1.53K
$68.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.19KNew |
$36.7K - $41.9K
|
1.19K
$53K
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.29KNew |
$39.7K - $45.4K
|
1.29K
$57.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
51.8KNew |
$1.6M - $1.83M
|
51.8K
$2.31M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17.4KNew |
$536K - $613K
|
17.4K
$775K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
16.7KNew |
$515K - $588K
|
16.7K
$744K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.22KNew |
$131K - $149K
|
4.22K
$189K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.65KNew |
$206K - $235K
|
6.65K
$297K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.47KNew |
$200K - $228K
|
6.47K
$289K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
954New |
$29.5K - $33.7K
|
954
$42.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
779New |
$24.1K - $27.5K
|
779
$34.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13KNew |
$403K - $460K
|
13K
$581K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.87KNew |
$57.7K - $65.9K
|
1.87K
$83.4K
|
|