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 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-681- 0.45% |
$26.2K - $28.4K
|
150K
$6.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
65+ 0.42% |
$2.5K - $2.71K
|
15.4K
$661K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-997- 5.25% |
$38.4K - $41.6K
|
18K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.77K- 0.94% |
$107K - $116K
|
291K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 4.03% |
$10.4K - $11.2K
|
6.41K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-21.6K- 3.96% |
$831K - $900K
|
524K
$22.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
33+ 0.42% |
$1.27K - $1.38K
|
7.9K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$77 - $83.4
|
496
$21.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89KNew |
$150K - $162K
|
3.89K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 17.47% |
$6.36M - $6.88M
|
1.11M
$47.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3- 0.01% |
$116 - $125
|
32.6K
$1.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.76K+ 20.65% |
$299K - $323K
|
45.3K
$1.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
460+ 0.46% |
$17.7K - $19.2K
|
100K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 2.45% |
$695K - $753K
|
719K
$30.9M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11+ 0.14% |
$424 - $459
|
7.61K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-9.55K- 1.96% |
$368K - $398K
|
478K
$20.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.35K+ 0.74% |
$90.4K - $97.8K
|
321K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
14.4K+ 7.36% |
$553K - $599K
|
209K
$9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1K- 8.18% |
$38.6K - $41.8K
|
11.3K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.25K- 0.6% |
$48.3K - $52.2K
|
206K
$8.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.05KNew |
$233K - $252K
|
6.05K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.0% |
$231 - $250
|
132K
$5.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-365- 2.13% |
$14.1K - $15.2K
|
16.8K
$723K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
115+ 0.4% |
$4.43K - $4.79K
|
28.6K
$1.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.54K- 0.3% |
$97.7K - $106K
|
837K
$36M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
33+ 0.42% |
$1.27K - $1.38K
|
7.91K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-945K- 99.23% |
$36.4M - $39.4M
|
7.33K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-666- 3.14% |
$25.6K - $27.8K
|
20.6K
$885K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.8K+ 6.05% |
$69.2K - $75K
|
31.5K
$1.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.11KNew |
$197K - $213K
|
5.11K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.01% |
$193 - $208
|
43.4K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-595- 0.52% |
$22.9K - $24.8K
|
114K
$4.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 1.61% |
$441K - $477K
|
698K
$30M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.3K- 18.65% |
$50.2K - $54.3K
|
5.68K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-277- 2.35% |
$10.7K - $11.5K
|
11.5K
$495K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-272- 0.28% |
$10.5K - $11.3K
|
98.1K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-103- 1.29% |
$3.97K - $4.29K
|
7.9K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-786- 0.61% |
$30.3K - $32.8K
|
129K
$5.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-6.06K- 2.78% |
$233K - $253K
|
212K
$9.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 0.07% |
$963 - $1.04K
|
34.5K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
32+ 0.28% |
$1.23K - $1.33K
|
11.4K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.89K- 4.33% |
$111K - $121K
|
63.9K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.58K- 1.13% |
$215K - $233K
|
490K
$21M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.24K- 2.96% |
$47.6K - $51.5K
|
40.5K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.68K- 34.64% |
$180K - $195K
|
8.83K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.11% |
$1.5K - $1.63K
|
34.2K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.01% |
$231 - $250
|
41K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
126+ 2.23% |
$4.85K - $5.25K
|
5.77K
$248K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
914+ 1.29% |
$35.2K - $38.1K
|
72K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$285K - $308K
|
7.4K
$318K
|