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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.98K+ 3.89% |
$144K - $168K
|
106K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
239+ 0.47% |
$8.66K - $10.1K
|
51.3K
$2.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 0.75% |
$36.5K - $42.6K
|
135K
$5.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.34K+ 1.21% |
$157K - $184K
|
364K
$15.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10.2K- 1.69% |
$368K - $429K
|
589K
$25.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.8K+ 2.19% |
$537K - $626K
|
692K
$29.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-242- 0.15% |
$8.77K - $10.2K
|
164K
$7.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28+ 0.16% |
$1.02K - $1.18K
|
17.9K
$770K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.26% |
$1.99K - $2.33K
|
21.2K
$911K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58K+ 32.94% |
$202K - $236K
|
22.5K
$969K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19- 0.02% |
$689 - $803
|
96.6K
$4.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.24K+ 33.83% |
$117K - $137K
|
12.8K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10.4K- 1.1% |
$376K - $439K
|
936K
$40.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
19+ 0.06% |
$689 - $803
|
32.2K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
7.34KNew |
$266K - $311K
|
7.34K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.7K- 4.69% |
$1.15M - $1.34M
|
646K
$27.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$109 - $127
|
22.2K
$955K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-4.14K- 0.43% |
$150K - $175K
|
954K
$41M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.27K- 6.54% |
$118K - $138K
|
46.7K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-142- 13.2% |
$5.15K - $6K
|
934
$40.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4K+ 2.97% |
$145K - $169K
|
138K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-32.4K- 7.6% |
$1.17M - $1.37M
|
394K
$16.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-19K- 19.3% |
$687K - $802K
|
79.3K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.23K+ 1.16% |
$44.4K - $51.8K
|
107K
$4.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-793- 0.3% |
$28.7K - $33.5K
|
262K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.95K- 1.45% |
$252K - $294K
|
472K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-594- 0.93% |
$21.5K - $25.1K
|
63.1K
$2.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-116- 0.22% |
$4.21K - $4.9K
|
52K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.84K+ 0.63% |
$103K - $120K
|
453K
$19.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$538K - $627K
|
14.8K
$638K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.03% |
$399 - $465
|
36.8K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
856+ 4.66% |
$31K - $36.2K
|
19.2K
$826K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.69K+ 38.18% |
$206K - $240K
|
20.6K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-40.1K- 21.38% |
$1.45M - $1.69M
|
147K
$6.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-229- 1.3% |
$8.3K - $9.68K
|
17.4K
$749K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
266K+ 10.75% |
$9.65M - $11.3M
|
2.74M
$118M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-45.4K- 21.31% |
$1.65M - $1.92M
|
168K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.44K+ 44.34% |
$88.3K - $103K
|
7.93K
$341K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.48K+ 85.28% |
$344K - $401K
|
20.6K
$885K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14.7K- 2.51% |
$534K - $622K
|
572K
$24.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23.9K+ 11.42% |
$867K - $1.01M
|
233K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-9.16K- 3.16% |
$332K - $387K
|
281K
$12.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.13K- 17.81% |
$222K - $259K
|
28.3K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.37K- 10.77% |
$303K - $354K
|
69.4K
$2.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.96K+ 0.68% |
$107K - $125K
|
438K
$18.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 1.71% |
$12K - $14K
|
19K
$816K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 3.3% |
$155K - $180K
|
134K
$5.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10.9K- 0.99% |
$395K - $460K
|
1.09M
$46.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$109 - $127
|
838
$36K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-1.06K- 2.62% |
$38.3K - $44.7K
|
39.3K
$1.69M
|