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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.41K- 0.69% |
$305K - $356K
|
1.21M
$53.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-10.7K- 2.05% |
$386K - $450K
|
508K
$22.7M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.69K- 1.93% |
$97.5K - $114K
|
136K
$6.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.47% |
$1.41K - $1.65K
|
8.3K
$371K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$290 - $338
|
13.6K
$607K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.65K- 2.33% |
$95.9K - $112K
|
111K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.76KNew |
$173K - $201K
|
4.76K
$213K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
26K+ 3.37% |
$942K - $1.1M
|
797K
$35.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-391- 0.75% |
$14.2K - $16.5K
|
51.4K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.34K+ 0.91% |
$48.6K - $56.7K
|
149K
$6.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2K- 1.51% |
$72.6K - $84.7K
|
131K
$5.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
18.1K+ 2.58% |
$657K - $766K
|
721K
$32.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.65K- 13.56% |
$169K - $197K
|
29.6K
$1.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7KNew |
$1M - $1.17M
|
27.7K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.22K- 0.13% |
$44.3K - $51.7K
|
941K
$42M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.04% |
$1.56K - $1.82K
|
108K
$4.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.08K- 19.95% |
$112K - $130K
|
12.4K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-89- 0.06% |
$3.23K - $3.76K
|
157K
$7.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24+ 0.33% |
$870 - $1.01K
|
7.24K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-547- 2.84% |
$19.8K - $23.1K
|
18.7K
$836K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4.93K- 1.28% |
$179K - $208K
|
379K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
180+ 0.35% |
$6.53K - $7.61K
|
51.6K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 0.35% |
$39.8K - $46.4K
|
317K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
835+ 1.26% |
$30.3K - $35.3K
|
67.3K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
5.84KNew |
$212K - $247K
|
5.84K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$36.3 - $42.3
|
9.65K
$431K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-642- 6.48% |
$23.3K - $27.1K
|
9.26K
$414K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 0.88% |
$3.63K - $4.23K
|
11.2K
$501K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40+ 0.43% |
$1.45K - $1.69K
|
9.3K
$415K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-843- 4.77% |
$30.6K - $35.6K
|
16.8K
$751K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-918- 1.68% |
$33.3K - $38.8K
|
53.8K
$2.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 25.08% |
$47.1K - $54.9K
|
6.47K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-319- 0.77% |
$11.6K - $13.5K
|
41.2K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
65K+ 9.53% |
$2.36M - $2.75M
|
747K
$33.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.25K- 4.74% |
$45.2K - $52.8K
|
25.1K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.9K- 0.5% |
$141K - $165K
|
771K
$34.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-17.8K- 8.68% |
$646K - $753K
|
187K
$8.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.88K- 0.53% |
$68.2K - $79.6K
|
353K
$15.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 3.72% |
$715K - $834K
|
550K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.65K+ 3.4% |
$96.2K - $112K
|
80.7K
$3.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102- 0.28% |
$3.7K - $4.31K
|
35.8K
$1.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.93KNew |
$251K - $293K
|
6.93K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-142K- 2.62% |
$5.15M - $6M
|
5.27M
$235M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 25.08% |
$47.3K - $55.1K
|
6.5K
$290K
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-13.2K- 2.83% |
$479K - $558K
|
454K
$20.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-447- 0.29% |
$16.2K - $18.9K
|
154K
$6.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
323+ 1.72% |
$11.7K - $13.7K
|
19K
$851K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
18.3K+ 2.57% |
$664K - $775K
|
731K
$32.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69K+ 3.87% |
$61.2K - $71.4K
|
45.3K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-153- 0.1% |
$5.55K - $6.47K
|
151K
$6.74M
|