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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 402.99% |
$553K - $645K
|
19K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
363+ 0.56% |
$13.2K - $15.3K
|
64.7K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.48% |
$1.05K - $1.23K
|
6.08K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-25- 0.17% |
$906 - $1.06K
|
14.3K
$638K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.85K- 4.93% |
$284K - $332K
|
151K
$6.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-200- 0.97% |
$7.25K - $8.46K
|
20.4K
$910K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-42- 1.43% |
$1.52K - $1.78K
|
2.9K
$130K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.18% |
$326 - $381
|
5.13K
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
88+ 0.79% |
$3.19K - $3.72K
|
11.2K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.63KNew |
$276K - $322K
|
7.63K
$341K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.72K+ 0.24% |
$62.5K - $72.9K
|
714K
$31.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-4.54K- 13.48% |
$165K - $192K
|
29.2K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
18.2K+ 24.69% |
$661K - $771K
|
92.1K
$4.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-279- 0.08% |
$10.1K - $11.8K
|
354K
$15.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-49- 0.08% |
$1.78K - $2.07K
|
63.1K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 14.79% |
$79.1K - $92.3K
|
12.6K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25.3K- 2.97% |
$917K - $1.07M
|
827K
$36.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.25K- 3.88% |
$118K - $137K
|
80.6K
$3.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
68+ 0.47% |
$2.47K - $2.88K
|
14.7K
$654K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-133- 0.18% |
$4.82K - $5.62K
|
74.2K
$3.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
225+ 0.07% |
$8.16K - $9.51K
|
338K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-922- 4.0% |
$33.4K - $39K
|
22.1K
$988K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74KNew |
$136K - $158K
|
3.74K
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
118K+ 100.74% |
$4.27M - $4.98M
|
235K
$10.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.4K+ 13.5% |
$1.32M - $1.54M
|
306K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.43K- 2.03% |
$88.1K - $103K
|
117K
$5.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.6KNew |
$420K - $490K
|
11.6K
$518K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.79K- 9.35% |
$64.7K - $75.5K
|
17.3K
$773K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-193- 0.78% |
$7K - $8.16K
|
24.7K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-832- 3.99% |
$30.2K - $35.2K
|
20K
$894K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
311+ 1.1% |
$11.3K - $13.1K
|
28.6K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-900- 4.12% |
$32.6K - $38.1K
|
21K
$937K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-327- 1.53% |
$11.9K - $13.8K
|
21K
$939K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.83K+ 12.15% |
$139K - $162K
|
35.4K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
724+ 1.99% |
$26.2K - $30.6K
|
37.1K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-447K- 93.35% |
$16.2M - $18.9M
|
31.8K
$1.42M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 8.07% |
$41.8K - $48.7K
|
13.1K
$586K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
99+ 0.38% |
$3.59K - $4.19K
|
26.3K
$1.18M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.4K- 2.47% |
$487K - $568K
|
529K
$23.6M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
20+ 0.04% |
$725 - $846
|
46.6K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.84K- 8.4% |
$176K - $205K
|
52.8K
$2.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
38+ 0.48% |
$1.38K - $1.61K
|
7.99K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
239+ 0.47% |
$8.66K - $10.1K
|
51.3K
$2.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02KNew |
$73.3K - $85.4K
|
2.02K
$90.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-32.2K- 3.92% |
$1.17M - $1.36M
|
789K
$35.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.98K+ 3.89% |
$144K - $168K
|
106K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31.9K- 1.15% |
$1.16M - $1.35M
|
2.73M
$122M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-948K- 99.23% |
$34.4M - $40.1M
|
7.33K
$327K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 0.75% |
$36.5K - $42.6K
|
135K
$6.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.34K+ 1.21% |
$157K - $184K
|
364K
$16.3M
|