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 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$196K - $229K
|
5.42K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-45.9K- 5.71% |
$1.66M - $1.94M
|
758K
$32.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-416- 0.34% |
$15.1K - $17.6K
|
123K
$5.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
289+ 2.11% |
$10.5K - $12.2K
|
14K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.48% |
$43.1K - $50.2K
|
25.3K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 0.51% |
$69.4K - $80.9K
|
376K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.39K- 6.85% |
$123K - $143K
|
46K
$1.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12+ 0.11% |
$435 - $507
|
11.1K
$475K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27+ 0.46% |
$979 - $1.14K
|
5.84K
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.9K+ 6.21% |
$577K - $673K
|
272K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.53K- 6.72% |
$55.4K - $64.6K
|
21.2K
$912K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 0.47% |
$3.12K - $3.64K
|
18.5K
$793K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
348K+ 71.63% |
$12.6M - $14.7M
|
833K
$35.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$979 - $1.14K
|
5.8K
$250K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-57.7K- 12.05% |
$2.09M - $2.44M
|
421K
$18.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.37K+ 0.92% |
$195K - $227K
|
588K
$25.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.5K+ 31.15% |
$1.8M - $2.09M
|
209K
$8.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$91K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
680+ 0.33% |
$24.7K - $28.8K
|
206K
$8.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 1.88% |
$16.4K - $19.2K
|
23.6K
$1.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 0.66% |
$44.5K - $51.9K
|
187K
$8.02M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13.8K- 0.77% |
$499K - $582K
|
1.78M
$76.7M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
517+ 6.18% |
$18.7K - $21.9K
|
8.88K
$382K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$544 - $634
|
130K
$5.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.5K- 1.53% |
$380K - $443K
|
675K
$29M
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.7K- 1.08% |
$469K - $508K
|
1.08M
$46.2M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.24K- 0.83% |
$49.6K - $53.7K
|
148K
$6.37M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-900- 13.18% |
$36K - $39K
|
5.93K
$255K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
126K+ 3166.0% |
$5.05M - $5.47M
|
130K
$5.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.75KNew |
$270K - $292K
|
6.75K
$290K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.61K- 0.28% |
$104K - $113K
|
918K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 0.3% |
$2.44K - $2.64K
|
20.4K
$879K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56+ 0.35% |
$2.24K - $2.42K
|
16.1K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-143- 4.18% |
$5.71K - $6.19K
|
3.28K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-370- 4.16% |
$14.8K - $16K
|
8.53K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47K+ 2.11% |
$98.7K - $107K
|
119K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 15.75% |
$1.2M - $1.3M
|
221K
$9.49M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
791+ 0.32% |
$31.6K - $34.3K
|
247K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-371- 1.29% |
$14.8K - $16.1K
|
28.4K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.53K- 5.09% |
$61.3K - $66.4K
|
28.6K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 9.09% |
$165K - $179K
|
41.4K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.69K- 3.84% |
$108K - $117K
|
67.5K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 7.52% |
$46.4K - $50.2K
|
16.6K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
49+ 0.89% |
$1.96K - $2.12K
|
5.57K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.21K- 40.92% |
$128K - $139K
|
4.63K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-187- 0.01% |
$7.47K - $8.1K
|
1.44M
$62M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22.5KNew |
$900K - $975K
|
22.5K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 35.15% |
$426K - $462K
|
19.7K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-767- 7.64% |
$30.6K - $33.2K
|
9.28K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.44K+ 0.49% |
$137K - $149K
|
701K
$30.1M
|
|