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, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.97K+ 2.82% |
$191K - $207K
|
181K
$7.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.71K+ 1.28% |
$258K - $280K
|
532K
$22.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17.6K- 56.57% |
$677K - $733K
|
13.5K
$581K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.76K- 0.99% |
$145K - $157K
|
377K
$16.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.25K- 3.95% |
$86.5K - $93.7K
|
54.6K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 0.64% |
$66.2K - $71.7K
|
269K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
106K+ 13.76% |
$4.09M - $4.43M
|
879K
$37.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
92+ 0.33% |
$3.54K - $3.84K
|
28.1K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.92K- 24.02% |
$151K - $163K
|
12.4K
$533K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-272- 1.32% |
$10.5K - $11.3K
|
20.4K
$876K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-10.8K- 1.52% |
$416K - $450K
|
702K
$30.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-763- 1.51% |
$29.4K - $31.8K
|
49.9K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.52KNew |
$213K - $230K
|
5.52K
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
16.4K+ 2.13% |
$631K - $683K
|
787K
$33.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6.51K+ 1.69% |
$251K - $271K
|
392K
$16.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25K- 12.24% |
$961K - $1.04M
|
179K
$7.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 1.27% |
$83.1K - $90K
|
168K
$7.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
344K+ 42.58% |
$13.2M - $14.3M
|
1.15M
$49.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
235K+ 10.49% |
$9.05M - $9.79M
|
2.47M
$106M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.36% |
$1.31K - $1.42K
|
9.38K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
5.27KNew |
$203K - $220K
|
5.27K
$227K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.26K+ 0.89% |
$87K - $94.2K
|
257K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 0.77% |
$15.4K - $16.7K
|
51.3K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$308 - $334
|
13.6K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
12+ 0.44% |
$462 - $500
|
2.73K
$117K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-794- 2.81% |
$30.6K - $33.1K
|
27.5K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
18.6K+ 2.9% |
$715K - $774K
|
659K
$28.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-848- 7.27% |
$32.7K - $35.4K
|
10.8K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16+ 0.3% |
$616 - $667
|
5.32K
$229K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03K+ 3386.67% |
$78.3K - $84.7K
|
2.09K
$90K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.03K- 0.71% |
$78.2K - $84.6K
|
285K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.37K- 7.98% |
$52.8K - $57.2K
|
15.8K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$38.5 - $41.7
|
17.7K
$759K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-567- 0.26% |
$21.8K - $23.6K
|
218K
$9.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.22K+ 3.2% |
$47.1K - $51K
|
39.5K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-40.2K- 21.47% |
$1.55M - $1.67M
|
147K
$6.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-558K- 47.69% |
$21.5M - $23.3M
|
613K
$26.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-38.7K- 3.07% |
$1.49M - $1.61M
|
1.22M
$52.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-861- 6.36% |
$33.2K - $35.9K
|
12.7K
$545K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-57- 0.04% |
$2.2K - $2.38K
|
134K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.85K- 9.52% |
$225K - $244K
|
55.6K
$2.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 13.75% |
$55.5K - $60.1K
|
11.9K
$513K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 23.93% |
$133K - $144K
|
17.8K
$767K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15.2K+ 9.48% |
$586K - $634K
|
176K
$7.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-312- 0.23% |
$12K - $13K
|
137K
$5.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.86K+ 93.75% |
$341K - $370K
|
18.3K
$788K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.91K+ 2.6% |
$150K - $163K
|
154K
$6.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.64K+ 7.43% |
$179K - $193K
|
67.1K
$2.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-899- 1.53% |
$34.6K - $37.5K
|
58K
$2.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.43% |
$193 - $208
|
1.17K
$50.4K
|