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 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 2.76% |
$95.4K - $111K
|
98.1K
$4.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-554- 1.94% |
$20.1K - $23.4K
|
28K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.4K+ 0.26% |
$50.8K - $59.2K
|
535K
$23.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
183+ 0.07% |
$6.63K - $7.74K
|
257K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 0.38% |
$1.05K - $1.23K
|
7.69K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 12.49% |
$176K - $205K
|
34K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$122K - $142K
|
3.35K
$150K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
988+ 0.31% |
$35.8K - $41.8K
|
318K
$14.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.96K- 18.96% |
$216K - $252K
|
25.5K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
32+ 0.46% |
$1.16K - $1.35K
|
6.96K
$311K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.32K- 2.95% |
$157K - $183K
|
142K
$6.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.4KNew |
$486K - $567K
|
13.4K
$599K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.74K+ 1.26% |
$244K - $285K
|
543K
$24.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
900+ 3.29% |
$32.6K - $38.1K
|
28.2K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.08K+ 62.91% |
$75.3K - $87.8K
|
5.38K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 5.4% |
$892K - $1.04M
|
480K
$21.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.63K+ 23.88% |
$58.9K - $68.7K
|
8.43K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.7K+ 27.5% |
$389K - $453K
|
49.7K
$2.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.51% |
$218 - $254
|
1.19K
$53K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.72K- 44.88% |
$316K - $368K
|
10.7K
$478K
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-54.8K- 7.52% |
$1.99M - $2.32M
|
673K
$30.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
8.2K+ 44.95% |
$297K - $347K
|
26.4K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-67- 0.67% |
$2.43K - $2.83K
|
9.88K
$441K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 0.11% |
$544 - $634
|
13.8K
$615K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-666- 0.95% |
$24.1K - $28.2K
|
69.7K
$3.11M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.8K+ 5.93% |
$462K - $539K
|
228K
$10.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-5.59K- 5.14% |
$203K - $236K
|
103K
$4.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$36.3 - $42.3
|
5.85K
$261K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-1.74K- 26.81% |
$63.2K - $73.7K
|
4.76K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
42.5K+ 354050.0% |
$1.54M - $1.8M
|
42.5K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-116K- 2.5% |
$4.22M - $4.92M
|
4.54M
$203M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-208- 0.31% |
$7.54K - $8.79K
|
66.5K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13+ 0.47% |
$471 - $550
|
2.76K
$123K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.81K+ 30.15% |
$319K - $372K
|
38K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-656- 0.58% |
$23.8K - $27.7K
|
113K
$5.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-1.05K- 1.33% |
$38.2K - $44.5K
|
78.3K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
759+ 2.75% |
$27.5K - $32.1K
|
28.4K
$1.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-14.4K- 1.33% |
$523K - $610K
|
1.07M
$47.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 4.41% |
$392K - $457K
|
256K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 0.46% |
$1.74K - $2.03K
|
10.4K
$464K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-734- 12.0% |
$26.6K - $31K
|
5.38K
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5.38K+ 218.3% |
$195K - $228K
|
7.85K
$350K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 4.19% |
$46.3M - $54M
|
31.8M
$1.42B
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.9K- 6.29% |
$393K - $459K
|
162K
$7.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 0.34% |
$2.86K - $3.34K
|
23.6K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 22.04% |
$83.1K - $96.9K
|
8.11K
$362K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-950- 5.36% |
$34.4K - $40.2K
|
16.8K
$749K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.28K- 0.31% |
$191K - $223K
|
1.72M
$76.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
22.1K+ 4.9% |
$802K - $935K
|
473K
$21.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
47+ 0.47% |
$1.7K - $1.99K
|
9.97K
$445K
|