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 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.16K- 11.02% |
$46.4K - $50.3K
|
9.38K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.71K+ 38.18% |
$148K - $161K
|
13.4K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-189- 1.92% |
$7.55K - $8.18K
|
9.64K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-45.7K- 7.88% |
$1.82M - $1.98M
|
534K
$23M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
8.96K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-289K- 15.38% |
$11.6M - $12.5M
|
1.59M
$68.5M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 0.67% |
$121K - $131K
|
456K
$19.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 1.16% |
$14.6K - $15.8K
|
31.8K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150K- 28.59% |
$5.98M - $6.48M
|
374K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.4% |
$440 - $476
|
2.75K
$118K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.89% |
$2.76K - $2.99K
|
3.58K
$154K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.26K+ 215.79% |
$90.1K - $97.6K
|
3.3K
$142K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.3KNew |
$770K - $834K
|
19.3K
$828K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
690+ 1.38% |
$27.6K - $29.9K
|
50.6K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.15K+ 21.45% |
$246K - $266K
|
34.8K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 3.74% |
$50.8K - $55.1K
|
32.8K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.3K- 4.13% |
$252K - $273K
|
146K
$6.29M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
79.4KNew |
$3.17M - $3.44M
|
79.4K
$3.41M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
76+ 0.09% |
$3.04K - $3.29K
|
86.9K
$3.74M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.44K+ 7.39% |
$257K - $279K
|
93.6K
$4.03M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-42- 0.24% |
$1.68K - $1.82K
|
17.2K
$737K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.9KNew |
$116K - $125K
|
2.9K
$124K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
649New |
$25.9K - $28.1K
|
649
$27.9K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 0.41% |
$799 - $866
|
4.92K
$211K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.47K+ 0.43% |
$58.9K - $63.8K
|
346K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.4K- 1.55% |
$216K - $234K
|
344K
$14.8M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.6K+ 4.95% |
$462K - $501K
|
245K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
363+ 0.14% |
$14.5K - $15.7K
|
257K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-113K- 8.49% |
$4.5M - $4.88M
|
1.21M
$52.2M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.6K- 20.43% |
$64.1K - $69.5K
|
6.25K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.75K+ 1.77% |
$150K - $162K
|
215K
$9.24M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.6K+ 8.19% |
$864K - $936K
|
286K
$12.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.05K+ 4.07% |
$122K - $132K
|
78.1K
$3.36M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$1.96K - $2.12K
|
49
$2.11K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5.85K+ 12.79% |
$234K - $253K
|
51.6K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.44K+ 3.94% |
$97.6K - $106K
|
64.5K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508K+ 2268.47% |
$20.3M - $22M
|
530K
$22.8M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.72KNew |
$68.5K - $74.3K
|
1.72K
$73.7K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.76K+ 0.84% |
$150K - $163K
|
450K
$19.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3K- 11.3% |
$120K - $130K
|
23.6K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5K- 44.84% |
$200K - $217K
|
6.15K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.04% |
$440 - $476
|
29.2K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$79.9 - $86.6
|
500
$21.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-751K- 12.19% |
$30M - $32.5M
|
5.41M
$233M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
9.01K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 1.22% |
$53.1K - $57.5K
|
108K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 0.34% |
$42.8K - $46.3K
|
316K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13.5K- 1.82% |
$539K - $584K
|
728K
$31.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
67+ 0.29% |
$2.68K - $2.9K
|
23.5K
$1.01M
|