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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
77.6K+ 26.62% |
$3.13M - $3.44M
|
369K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
76.3KNew |
$3.08M - $3.38M
|
76.3K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
72.4KNew |
$2.92M - $3.21M
|
72.4K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.9K+ 153.59% |
$2.86M - $3.14M
|
117K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$2.59M - $2.84M
|
64.1K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.9K+ 50.39% |
$2.58M - $2.83M
|
191K
$7.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
62.3K+ 35.46% |
$2.51M - $2.76M
|
238K
$9.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
60KNew |
$2.42M - $2.66M
|
60K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
59.1KNew |
$2.39M - $2.62M
|
59.1K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
57.3KNew |
$2.31M - $2.54M
|
57.3K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
56.2K+ 8.52% |
$2.27M - $2.49M
|
715K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.6KNew |
$2.2M - $2.42M
|
54.6K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
53.2K+ 25.18% |
$2.15M - $2.36M
|
264K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
52KNew |
$2.1M - $2.31M
|
52K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
50.9KNew |
$2.05M - $2.26M
|
50.9K
$2.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44.7K+ 1.99% |
$1.8M - $1.98M
|
2.29M
$93.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
42.1KNew |
$1.7M - $1.87M
|
42.1K
$1.72M
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
41.1KNew |
$1.66M - $1.82M
|
41.1K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.2K+ 16.01% |
$1.62M - $1.78M
|
291K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.8K+ 22.5% |
$1.57M - $1.72M
|
211K
$8.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35K+ 37.08% |
$1.41M - $1.55M
|
129K
$5.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 54.15% |
$1.36M - $1.5M
|
96.1K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 43.15% |
$1.25M - $1.37M
|
103K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
30.2KNew |
$1.22M - $1.34M
|
30.2K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
29.9KNew |
$1.21M - $1.32M
|
29.9K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
29.6KNew |
$1.19M - $1.31M
|
29.6K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.6K+ 151.26% |
$1.16M - $1.27M
|
47.6K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5K+ 0.45% |
$1.07M - $1.18M
|
5.97M
$244M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
26K+ 14.52% |
$1.05M - $1.15M
|
205K
$8.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 2.94% |
$992K - $1.09M
|
861K
$35.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22K+ 1.69% |
$890K - $977K
|
1.33M
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.7K+ 10.25% |
$877K - $963K
|
234K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.5KNew |
$868K - $953K
|
21.5K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
21.4KNew |
$863K - $948K
|
21.4K
$874K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
21.4KNew |
$862K - $947K
|
21.4K
$873K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.3K+ 12.47% |
$860K - $945K
|
192K
$7.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
21.3K+ 3.36% |
$860K - $944K
|
654K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6K+ 4.91% |
$832K - $914K
|
440K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.4KNew |
$822K - $903K
|
20.4K
$832K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
20.3KNew |
$818K - $898K
|
20.3K
$828K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.9K+ 660.37% |
$803K - $882K
|
22.9K
$937K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19KNew |
$768K - $843K
|
19K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18.3KNew |
$739K - $811K
|
18.3K
$748K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.2KNew |
$736K - $809K
|
18.2K
$746K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18K+ 2.0% |
$729K - $800K
|
921K
$37.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
17.9KNew |
$724K - $795K
|
17.9K
$733K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17.7K+ 6.66% |
$715K - $785K
|
284K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.3K+ 2.19% |
$697K - $766K
|
805K
$32.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
17.2KNew |
$694K - $763K
|
17.2K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.4K+ 16.45% |
$664K - $729K
|
116K
$4.76M
|