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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.9K- 0.92% |
$475K - $514K
|
1.28M
$55.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.2KNew |
$208K - $225K
|
5.2K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.68K- 1.71% |
$147K - $159K
|
212K
$9.1M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
98.3K+ 2.16% |
$3.93M - $4.26M
|
4.65M
$200M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.4K+ 50.9% |
$1.38M - $1.49M
|
102K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.78K- 16.71% |
$311K - $337K
|
38.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.79KNew |
$351K - $381K
|
8.79K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94.3K- 1.75% |
$3.77M - $4.08M
|
5.3M
$228M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 0.4% |
$1.16K - $1.26K
|
7.22K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29K+ 1.06% |
$211K - $229K
|
506K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74M+ 8.71% |
$110M - $119M
|
34.2M
$1.47B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
369+ 4.23% |
$14.7K - $16K
|
9.1K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.4K- 4.09% |
$418K - $452K
|
245K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.86K+ 1.86% |
$74.4K - $80.7K
|
102K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.5K+ 19.65% |
$3.46M - $3.75M
|
527K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.13K+ 2.49% |
$85.1K - $92.2K
|
87.5K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.1K- 0.81% |
$244K - $264K
|
746K
$32M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.68K+ 1.7% |
$67.2K - $72.8K
|
101K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.25% |
$1.16K - $1.26K
|
11.7K
$502K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
278KNew |
$11.1M - $12M
|
278K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-76- 0.19% |
$3.04K - $3.29K
|
40.7K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
291KNew |
$11.6M - $12.6M
|
291K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
49+ 0.32% |
$1.96K - $2.12K
|
15.4K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 1.93% |
$75.5K - $81.8K
|
99.8K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 11.29% |
$463K - $502K
|
114K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.91K- 36.35% |
$276K - $299K
|
12.1K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-117- 45.7% |
$4.68K - $5.07K
|
139
$5.98K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-134- 0.4% |
$5.35K - $5.8K
|
33.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-215K- 2.0% |
$8.58M - $9.29M
|
10.5M
$453M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 0.79% |
$42K - $45.6K
|
133K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.27K- 12.73% |
$131K - $141K
|
22.4K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.72K- 0.55% |
$189K - $204K
|
850K
$36.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
852+ 8.75% |
$34K - $36.9K
|
10.6K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$496K - $538K
|
12.4K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58K- 19.92% |
$2.32M - $2.51M
|
233K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.64KNew |
$345K - $374K
|
8.64K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.6KNew |
$744K - $806K
|
18.6K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-932- 9.9% |
$37.2K - $40.4K
|
8.48K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.67K+ 12.88% |
$147K - $159K
|
32.2K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
449K+ 169.72% |
$17.9M - $19.4M
|
713K
$30.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-970- 9.3% |
$38.8K - $42K
|
9.46K
$407K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.21K- 10.75% |
$128K - $139K
|
26.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$50.1K - $54.3K
|
1.25K
$53.9K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.1K- 12.86% |
$924K - $1M
|
157K
$6.73M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.43K+ 23.7% |
$217K - $235K
|
28.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.91K+ 22.38% |
$76.3K - $82.7K
|
10.4K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-494- 1.61% |
$19.7K - $21.4K
|
30.2K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 0.19% |
$50.5K - $54.8K
|
658K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.52KClosed |
$181K - $196K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$400 - $433
|
20.4K
$875K
|