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 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17K+ 2.59% |
$44.9K - $48.6K
|
46.1K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.4K+ 2.39% |
$440K - $476K
|
490K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-121- 0.18% |
$4.66K - $5.04K
|
65.7K
$2.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
6.97K+ 95.86% |
$268K - $290K
|
14.2K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.93K- 11.69% |
$113K - $122K
|
22.1K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.41K- 39.71% |
$247K - $267K
|
9.73K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.8K+ 31.09% |
$1.19M - $1.29M
|
130K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.3K- 0.52% |
$705K - $763K
|
3.47M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-200- 3.71% |
$7.7K - $8.34K
|
5.19K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.3K- 1.94% |
$1.01M - $1.1M
|
1.33M
$57.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
78.5K+ 13.77% |
$3.02M - $3.27M
|
649K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
361+ 0.08% |
$13.9K - $15.1K
|
440K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
206K+ 2299.35% |
$7.92M - $8.57M
|
215K
$9.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 1.29% |
$12.5K - $13.5K
|
24.8K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149- 0.18% |
$5.74K - $6.21K
|
84.6K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.6K- 12.13% |
$1.33M - $1.44M
|
251K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.08K- 1.6% |
$196K - $212K
|
313K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 7.53% |
$461K - $499K
|
171K
$7.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.5KNew |
$942K - $1.02M
|
24.5K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
363+ 23.0% |
$14K - $15.1K
|
1.94K
$83.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.8K+ 146.81% |
$415K - $449K
|
18.1K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.74K- 7.86% |
$260K - $281K
|
79.1K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.59K- 2.56% |
$138K - $150K
|
137K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
183+ 0.79% |
$7.05K - $7.63K
|
23.4K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-270- 2.29% |
$10.4K - $11.3K
|
11.5K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
716New |
$27.6K - $29.9K
|
716
$30.8K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
950+ 5.67% |
$36.6K - $39.6K
|
17.7K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.18K- 3.4% |
$45.4K - $49.2K
|
33.5K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3+ 0.04% |
$116 - $125
|
8.55K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
86+ 1.5% |
$3.31K - $3.59K
|
5.81K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
57.1K+ 3.43% |
$2.2M - $2.38M
|
1.72M
$74.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.35KNew |
$206K - $223K
|
5.35K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.1K+ 4.98% |
$42.4K - $45.9K
|
23.2K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.5K+ 181.53% |
$868K - $940K
|
35K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-405- 1.1% |
$15.6K - $16.9K
|
36.6K
$1.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35New |
$1.35K - $1.46K
|
35
$1.51K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
261+ 1.37% |
$10.1K - $10.9K
|
19.3K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4.88KNew |
$188K - $203K
|
4.88K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 2.23% |
$23.1K - $25.1K
|
27.6K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.32M+ 21.82% |
$243M - $263M
|
35.3M
$1.52B
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.07K+ 1.18% |
$157K - $170K
|
349K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.5K- 15.3% |
$2.98M - $3.23M
|
429K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-758- 0.13% |
$29.2K - $31.6K
|
585K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 44.01% |
$5.36M - $5.81M
|
177K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-153K- 2.51% |
$5.88M - $6.37M
|
5.94M
$255M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 0.75% |
$123K - $133K
|
420K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.53K- 8.7% |
$136K - $147K
|
37.1K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
27.1K+ 6.97% |
$1.05M - $1.13M
|
416K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-872- 2.71% |
$33.6K - $36.4K
|
31.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-364- 0.72% |
$14K - $15.2K
|
50.2K
$2.16M
|