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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.13K- 1.34% |
$150K - $175K
|
303K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
177K+ 9.66% |
$6.42M - $7.48M
|
2.01M
$89.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-7- 0.04% |
$254 - $296
|
17.1K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-64- 15.46% |
$2.32K - $2.71K
|
350
$15.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.61K- 74.86% |
$58.3K - $68K
|
540
$24.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-2.22K- 0.67% |
$80.3K - $93.7K
|
327K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
29+ 0.46% |
$1.05K - $1.23K
|
6.28K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.3K- 0.84% |
$1.6M - $1.87M
|
5.25M
$235M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.2K- 13.27% |
$480K - $560K
|
86.6K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.7K- 3.13% |
$425K - $495K
|
362K
$16.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 10.53% |
$121K - $142K
|
35.2K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-79- 0.56% |
$2.86K - $3.34K
|
14K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
112+ 0.43% |
$4.06K - $4.74K
|
26.4K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.49K+ 48.68% |
$235K - $274K
|
19.8K
$885K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 3.48% |
$455K - $531K
|
348K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.92K+ 25.54% |
$359K - $419K
|
48.7K
$2.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.76K - $3.21K
|
5.52K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.96K- 13.57% |
$107K - $125K
|
18.8K
$841K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23KNew |
$834K - $973K
|
23K
$1.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.51K+ 6.95% |
$236K - $275K
|
100K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-30- 0.02% |
$1.09K - $1.27K
|
133K
$5.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
862+ 0.16% |
$31.2K - $36.4K
|
549K
$24.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-89.5K- 10.55% |
$3.24M - $3.78M
|
759K
$33.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-27.6K- 9.0% |
$999K - $1.16M
|
278K
$12.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.04K- 0.28% |
$74.1K - $86.4K
|
726K
$32.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29K+ 4.01% |
$1.05M - $1.23M
|
753K
$33.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.25K- 2.19% |
$45.3K - $52.9K
|
55.8K
$2.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.17K+ 6.3% |
$78.6K - $91.7K
|
36.6K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
42+ 0.47% |
$1.52K - $1.78K
|
9K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
1.45K+ 0.52% |
$52.5K - $61.3K
|
280K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-578K- 3.34% |
$20.9M - $24.4M
|
16.7M
$747M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.01K+ 79.46% |
$182K - $212K
|
11.3K
$506K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35.9K- 1.55% |
$1.3M - $1.52M
|
2.27M
$102M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 2.27% |
$613K - $715K
|
728K
$32.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.1K- 1.79% |
$185K - $216K
|
281K
$12.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
309KNew |
$11.2M - $13.1M
|
309K
$13.8M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-612- 13.83% |
$22.2K - $25.9K
|
3.81K
$170K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
6+ 0.04% |
$218 - $254
|
16.5K
$736K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 0.15% |
$3.63K - $4.23K
|
67.6K
$3.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-800- 0.18% |
$29K - $33.8K
|
451K
$20.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.08K- 3.09% |
$39.3K - $45.8K
|
34K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 0.01% |
$218 - $254
|
40.5K
$1.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.46K- 4.77% |
$89.1K - $104K
|
49.1K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
701+ 5.22% |
$25.4K - $29.6K
|
14.1K
$631K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-353- 5.49% |
$12.8K - $14.9K
|
6.08K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 0.47% |
$834 - $972
|
4.94K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.08K- 10.23% |
$39.2K - $45.7K
|
9.48K
$424K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 0.85% |
$181K - $211K
|
592K
$26.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.35K+ 1.82% |
$49K - $57.2K
|
75.6K
$3.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-84- 0.06% |
$3.05K - $3.55K
|
150K
$6.68M
|