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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
4.92KNew |
$189K - $205K
|
4.92K
$212K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
201+ 0.43% |
$7.74K - $8.38K
|
46.6K
$2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63KNew |
$62.7K - $67.9K
|
1.63K
$70K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.9K- 18.41% |
$419K - $453K
|
48.2K
$2.07M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
249K+ 140.75% |
$9.58M - $10.4M
|
426K
$18.3M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
22.8K+ 7.43% |
$876K - $949K
|
329K
$14.2M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.77K+ 0.46% |
$68.1K - $73.7K
|
384K
$16.5M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52- 0.2% |
$2K - $2.17K
|
26.3K
$1.13M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$498K - $540K
|
12.9K
$557K
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-650- 0.96% |
$25K - $27.1K
|
67.4K
$2.9M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27+ 0.21% |
$1.04K - $1.13K
|
13.2K
$566K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-237- 13.07% |
$9.13K - $9.88K
|
1.58K
$67.8K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.6% |
$41.5K - $44.9K
|
180K
$7.73M
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.85K- 2.38% |
$110K - $119K
|
117K
$5.02M
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
26+ 0.11% |
$1K - $1.08K
|
22.7K
$974K
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-33- 0.11% |
$1.27K - $1.38K
|
30.3K
$1.3M
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
69.8K+ 3.21% |
$2.69M - $2.91M
|
2.24M
$96.5M
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
57+ 0.16% |
$2.2K - $2.38K
|
36.7K
$1.58M
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
16.1K+ 4.0% |
$621K - $673K
|
419K
$18M
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.49% |
$154 - $167
|
828
$35.6K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.7K- 1.31% |
$1.22M - $1.32M
|
2.39M
$103M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
33.3K+ 23.99% |
$1.28M - $1.39M
|
172K
$7.41M
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.87K+ 36.8% |
$110K - $119K
|
10.7K
$458K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-224- 0.22% |
$8.63K - $9.34K
|
100K
$4.3M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
524New |
$20.2K - $21.8K
|
524
$22.5K
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
5.06KNew |
$195K - $211K
|
5.06K
$217K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-11.8K- 1.2% |
$453K - $490K
|
968K
$41.6M
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.51K+ 0.92% |
$58K - $62.8K
|
165K
$7.08M
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.07K- 35.61% |
$41.1K - $44.5K
|
1.93K
$82.9K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 9.12% |
$111K - $120K
|
34.4K
$1.48M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-285- 1.94% |
$11K - $11.9K
|
14.4K
$621K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-114- 1.88% |
$4.39K - $4.75K
|
5.96K
$256K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-378K- 11.49% |
$14.5M - $15.7M
|
2.91M
$125M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
33.8K+ 8.14% |
$1.3M - $1.41M
|
449K
$19.3M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.13K- 3.27% |
$275K - $297K
|
211K
$9.08M
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.18K- 17.14% |
$45.4K - $49.1K
|
5.7K
$245K
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
9+ 0.02% |
$347 - $375
|
42.3K
$1.82M
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$41.6K - $45K
|
23.4K
$1.01M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 3.18% |
$42.2K - $45.7K
|
33.4K
$1.44M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-185K- 2.85% |
$7.14M - $7.73M
|
6.33M
$272M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$231 - $250
|
1.42K
$61K
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$154 - $167
|
6.27K
$270K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27.3K- 6.85% |
$1.05M - $1.14M
|
372K
$16M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
154+ 2.95% |
$5.93K - $6.42K
|
5.38K
$231K
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1K+ 0.42% |
$38.6K - $41.8K
|
238K
$10.2M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.66K+ 15.14% |
$141K - $152K
|
27.8K
$1.19M
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-500- 1.02% |
$19.3K - $20.8K
|
48.3K
$2.08M
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.94KNew |
$190K - $206K
|
4.94K
$212K
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.21K- 0.53% |
$162K - $175K
|
786K
$33.8M
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
18+ 0.05% |
$693 - $750
|
34.9K
$1.5M
|