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 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 0.41% |
$1.4K - $1.52K
|
8.63K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.32% |
$79.9 - $86.6
|
621
$26.7K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47+ 0.09% |
$1.88K - $2.04K
|
51.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.08K+ 3.5% |
$163K - $177K
|
121K
$5.18M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.36% |
$2K - $2.17K
|
13.8K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 1.22% |
$40.7K - $44.1K
|
84.4K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.15K+ 21.76% |
$246K - $266K
|
34.4K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.74K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$240 - $260
|
1.43K
$61.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-522- 1.23% |
$20.9K - $22.6K
|
41.8K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 16.0% |
$105K - $114K
|
19.1K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.99KNew |
$160K - $173K
|
3.99K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.39K+ 4.36% |
$335K - $363K
|
201K
$8.62M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-127- 2.46% |
$5.07K - $5.5K
|
5.05K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25K+ 1.87% |
$1M - $1.08M
|
1.37M
$58.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53+ 0.4% |
$2.12K - $2.29K
|
13.2K
$568K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.65K- 8.5% |
$106K - $115K
|
28.5K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
104+ 0.36% |
$4.16K - $4.5K
|
28.9K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.98K- 3.52% |
$119K - $129K
|
81.6K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-90- 5.26% |
$3.6K - $3.9K
|
1.62K
$69.6K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-34.7K- 3.92% |
$1.39M - $1.5M
|
851K
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
486+ 1.89% |
$19.4K - $21K
|
26.2K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 1.04% |
$46.1K - $50K
|
110K
$4.73M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.31KNew |
$252K - $273K
|
6.31K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.22K+ 74.39% |
$288K - $312K
|
16.9K
$727K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.18K+ 1.6% |
$287K - $311K
|
456K
$19.6M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-52.3K- 4.18% |
$2.09M - $2.26M
|
1.2M
$51.6M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
169K+ 2.84% |
$6.77M - $7.34M
|
6.14M
$264M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.6K+ 9.15% |
$945K - $1.02M
|
282K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 1.59% |
$35.1K - $38K
|
54.4K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95K+ 75.87% |
$77.8K - $84.3K
|
4.51K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 4.02% |
$161K - $175K
|
96.4K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.11K- 5.33% |
$204K - $221K
|
90.8K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.5K+ 7.88% |
$3.86M - $4.18M
|
1.32M
$56.8M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
72+ 0.4% |
$2.88K - $3.12K
|
18K
$774K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.63KNew |
$65.1K - $70.6K
|
1.63K
$70.1K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$254K - $276K
|
6.37K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1K- 16.71% |
$40K - $43.3K
|
4.99K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.78K+ 2.95% |
$351K - $380K
|
306K
$13.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.3K+ 15.9% |
$1.49M - $1.61M
|
272K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-110- 1.68% |
$4.4K - $4.76K
|
6.43K
$277K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-40- 0.38% |
$1.6K - $1.73K
|
10.4K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.4K+ 1.18% |
$856K - $928K
|
1.83M
$78.8M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-405- 1.37% |
$16.2K - $17.5K
|
29.1K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.14% |
$839 - $909
|
14.8K
$636K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.25K- 6.14% |
$250K - $271K
|
95.5K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-436- 1.2% |
$17.4K - $18.9K
|
36K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-303- 0.58% |
$12.1K - $13.1K
|
51.5K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 2.02% |
$95.6K - $104K
|
116K
$5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-121K- 2.46% |
$4.82M - $5.22M
|
4.77M
$205M
|