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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
67+ 0.29% |
$2.68K - $2.9K
|
23.5K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67.9K- 2.73% |
$2.71M - $2.94M
|
2.42M
$104M
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-606- 0.13% |
$24.2K - $26.2K
|
452K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-881- 1.52% |
$35.2K - $38.1K
|
57.1K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.73KNew |
$69.3K - $75.1K
|
1.73K
$74.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
572New |
$22.9K - $24.8K
|
572
$24.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-444- 0.03% |
$17.7K - $19.2K
|
1.72M
$74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10K+ 91.32% |
$400K - $433K
|
21K
$901K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10+ 0.1% |
$400 - $433
|
10.4K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.02% |
$79.9 - $86.6
|
9.9K
$426K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
201+ 0.19% |
$8.03K - $8.7K
|
109K
$4.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
38.8KNew |
$1.55M - $1.68M
|
38.8K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$4.4K - $4.76K
|
110
$4.73K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.19KNew |
$247K - $268K
|
6.19K
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.16K- 7.98% |
$166K - $180K
|
47.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.71K+ 59.46% |
$188K - $204K
|
12.6K
$543K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-887- 4.36% |
$35.4K - $38.4K
|
19.5K
$836K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4M- 10.04% |
$136M - $147M
|
30.5M
$1.31B
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.81K+ 15.19% |
$72.4K - $78.5K
|
13.8K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.05% |
$280 - $303
|
13.6K
$584K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
28.3K+ 6.68% |
$1.13M - $1.22M
|
451K
$19.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36+ 0.14% |
$1.44K - $1.56K
|
26.3K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
4.97K+ 1.08% |
$199K - $215K
|
467K
$20.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
964+ 2.64% |
$38.5K - $41.7K
|
37.5K
$1.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.64KNew |
$305K - $331K
|
7.64K
$328K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.7K- 4.17% |
$627K - $679K
|
361K
$15.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.9K+ 38.82% |
$434K - $470K
|
38.8K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
448New |
$17.9K - $19.4K
|
448
$19.3K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.59K- 1.13% |
$63.5K - $68.8K
|
139K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5KNew |
$200K - $216K
|
5K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-25K- 51.65% |
$1M - $1.08M
|
23.4K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-16.6K- 4.14% |
$663K - $718K
|
384K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-158K- 10.41% |
$6.32M - $6.84M
|
1.36M
$58.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-14.8K- 1.55% |
$591K - $641K
|
942K
$40.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9.5K+ 3.09% |
$379K - $411K
|
317K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
63.6K+ 9.62% |
$2.54M - $2.75M
|
724K
$31.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$217K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.34% |
$160 - $173
|
1.18K
$50.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 9.62% |
$1.42M - $1.54M
|
404K
$17.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.65K- 1.43% |
$65.9K - $71.4K
|
113K
$4.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-185- 0.87% |
$7.39K - $8.01K
|
21.2K
$911K
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-650- 2.0% |
$26K - $28.1K
|
31.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.71K- 1.86% |
$268K - $290K
|
355K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-383- 0.67% |
$15.3K - $16.6K
|
56.9K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.57K- 0.46% |
$143K - $154K
|
775K
$33.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
31+ 0.41% |
$1.24K - $1.34K
|
7.66K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.28K- 3.62% |
$171K - $185K
|
114K
$4.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.28K- 0.42% |
$51.1K - $55.4K
|
303K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
28+ 0.41% |
$1.12K - $1.21K
|
6.92K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.6K+ 0.95% |
$264K - $286K
|
702K
$30.2M
|