Latest Institutional Purchases of Dimensional ETF Tr Us Marketwi (DFUV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Us Marketwi (DFUV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.22MNew |
$49.4M - $54.3M
|
1.22M
$51.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.09M+ 31.37% |
$43.9M - $48.3M
|
4.56M
$193M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
978K+ 13350.78% |
$39.5M - $43.4M
|
986K
$41.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
912K+ 2.77% |
$36.8M - $40.4M
|
33.9M
$1.43B
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
736KNew |
$29.7M - $32.6M
|
736K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
661KNew |
$26.7M - $29.3M
|
661K
$28M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
516K+ 1033.96% |
$20.8M - $22.9M
|
566K
$24M
|
|
|
Feb 03, 2025
Q4 2024
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
453KNew |
$18.3M - $20.1M
|
453K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
453KNew |
$18.3M - $20.1M
|
453K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
423KNew |
$17.1M - $18.8M
|
423K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
386K+ 6403.45% |
$15.6M - $17.1M
|
392K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
368K+ 31.92% |
$14.8M - $16.3M
|
1.52M
$64.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
355KNew |
$14.3M - $15.7M
|
355K
$15M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
335KNew |
$13.5M - $14.8M
|
335K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
322KNew |
$13M - $14.3M
|
322K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
308KNew |
$12.4M - $13.6M
|
308K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
293K+ 65.21% |
$11.8M - $13M
|
742K
$31.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
246KNew |
$9.94M - $10.9M
|
246K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
242K+ 59.83% |
$9.76M - $10.7M
|
646K
$27.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
211KNew |
$8.53M - $9.37M
|
211K
$8.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
199KNew |
$8.02M - $8.81M
|
199K
$8.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
197KNew |
$7.95M - $8.73M
|
197K
$8.33M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
190KNew |
$7.69M - $8.45M
|
190K
$8.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
165K+ 58.86% |
$6.68M - $7.34M
|
447K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
161KNew |
$6.49M - $7.13M
|
161K
$6.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
160K+ 6.48% |
$6.48M - $7.11M
|
2.64M
$111M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
109K+ 17.85% |
$4.42M - $4.85M
|
722K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
108KNew |
$4.38M - $4.81M
|
108K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99KNew |
$4M - $4.39M
|
99K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
98.5KNew |
$3.98M - $4.37M
|
98.5K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.8K+ 22.11% |
$3.83M - $4.2M
|
523K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
91.9K+ 2343.82% |
$3.71M - $4.08M
|
95.9K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
86.9KNew |
$3.51M - $3.85M
|
86.9K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
84.7KNew |
$3.42M - $3.76M
|
84.7K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
84.5KNew |
$3.41M - $3.75M
|
84.5K
$3.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
77.6K+ 26.62% |
$3.13M - $3.44M
|
369K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
76.3KNew |
$3.08M - $3.38M
|
76.3K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
72.4KNew |
$2.92M - $3.21M
|
72.4K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.9K+ 153.59% |
$2.86M - $3.14M
|
117K
$4.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$2.59M - $2.84M
|
64.1K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.9K+ 50.39% |
$2.58M - $2.83M
|
191K
$8.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
62.3K+ 35.46% |
$2.51M - $2.76M
|
238K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
60KNew |
$2.42M - $2.66M
|
60K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$2.39M - $2.62M
|
59.1K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
57.3KNew |
$2.31M - $2.54M
|
57.3K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
56.2K+ 8.52% |
$2.27M - $2.49M
|
715K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.6KNew |
$2.2M - $2.42M
|
54.6K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
53.2K+ 25.18% |
$2.15M - $2.36M
|
264K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
52KNew |
$2.1M - $2.31M
|
52K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
50.9KNew |
$2.05M - $2.26M
|
50.9K
$2.15M
|