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 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$116 - $125
|
22.2K
$955K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 27.33% |
$79.3K - $85.8K
|
5.47K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.3K- 5.17% |
$88.4K - $95.7K
|
42.1K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
95+ 0.2% |
$3.66K - $3.96K
|
47.9K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.01% |
$77 - $83.4
|
14.9K
$640K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 26.81% |
$72.6K - $78.6K
|
5.15K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.24KNew |
$86.4K - $93.6K
|
2.24K
$96.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
206+ 2.19% |
$7.93K - $8.59K
|
9.63K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-387- 5.67% |
$14.9K - $16.1K
|
6.43K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
165+ 0.17% |
$6.35K - $6.88K
|
98.2K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.19K+ 6.64% |
$200K - $216K
|
83.3K
$3.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
6.09KNew |
$234K - $254K
|
6.09K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.41% |
$193 - $208
|
1.21K
$52.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.41KNew |
$285K - $309K
|
7.41K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.1% |
$424 - $459
|
11K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-11.5K- 14.92% |
$443K - $480K
|
65.6K
$2.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
25+ 0.44% |
$963 - $1.04K
|
5.73K
$246K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.54K- 0.22% |
$59.3K - $64.2K
|
688K
$29.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$116 - $125
|
691
$29.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.16K+ 1.4% |
$199K - $215K
|
373K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-136K- 2.43% |
$5.25M - $5.68M
|
5.47M
$235M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
74+ 0.41% |
$2.85K - $3.09K
|
17.9K
$771K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.23% |
$1.89K - $2.04K
|
21K
$905K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.54% |
$1.93K - $2.08K
|
9.14K
$393K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106+ 2.36% |
$4.08K - $4.42K
|
4.6K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$847 - $917
|
13.2K
$566K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.81% |
$143K - $155K
|
202K
$8.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 2.55% |
$129K - $140K
|
128K
$5.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 3.46% |
$46.6K - $50.5K
|
36.2K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-47- 0.92% |
$1.81K - $1.96K
|
5.09K
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 0.42% |
$1.81K - $1.96K
|
11.3K
$485K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.33K- 1.88% |
$89.7K - $97.1K
|
121K
$5.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-133- 0.07% |
$5.12K - $5.54K
|
197K
$8.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
15.7K+ 3.57% |
$603K - $653K
|
455K
$19.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.92K- 64.44% |
$74.1K - $80.2K
|
1.06K
$45.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 1.81% |
$431K - $467K
|
609K
$26.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.94K- 1.09% |
$74.8K - $81K
|
177K
$7.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
67.7KNew |
$2.61M - $2.82M
|
67.7K
$2.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14K+ 12.9% |
$541K - $585K
|
123K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
46+ 0.43% |
$1.77K - $1.92K
|
10.8K
$465K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.26K- 1.02% |
$48.3K - $52.3K
|
122K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 8.88% |
$47.4K - $51.3K
|
15.1K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
130+ 0.37% |
$5.01K - $5.42K
|
35.2K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46+ 0.17% |
$1.77K - $1.92K
|
26.4K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.21K+ 8.6% |
$278K - $300K
|
91K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
260K+ 88.43% |
$10M - $10.8M
|
554K
$23.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-519- 0.36% |
$20K - $21.6K
|
146K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 35.15% |
$246K - $266K
|
11.8K
$506K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-715- 1.15% |
$27.5K - $29.8K
|
61.3K
$2.64M
|