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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
454+ 0.1% |
$16.4K - $18.6K
|
437K
$17.1M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
380+ 0.25% |
$13.8K - $15.5K
|
151K
$5.93M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
379+ 0.29% |
$13.7K - $15.5K
|
130K
$5.11M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
218New |
$7.9K - $8.92K
|
218
$8.54K
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
215New |
$7.79K - $8.79K
|
215
$8.43K
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
180+ 0.36% |
$6.52K - $7.36K
|
50.2K
$1.97M
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
159+ 1.2% |
$5.76K - $6.5K
|
13.4K
$525K
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
140+ 0.94% |
$5.07K - $5.73K
|
15K
$587K
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
114+ 0.19% |
$4.13K - $4.66K
|
60.9K
$2.39M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
111+ 0.04% |
$4.02K - $4.54K
|
251K
$9.85M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.05% |
$3.59K - $4.05K
|
187K
$7.32M
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
83+ 0.68% |
$3.01K - $3.39K
|
12.4K
$484K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
82+ 0.34% |
$2.97K - $3.35K
|
24K
$942K
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
77+ 0.28% |
$2.79K - $3.15K
|
27.9K
$1.09M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
64+ 0.06% |
$2.32K - $2.62K
|
108K
$4.24M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 0.3% |
$2.28K - $2.58K
|
20.7K
$812K
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
55+ 0.36% |
$1.99K - $2.25K
|
15.2K
$597K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 0.13% |
$1.96K - $2.21K
|
42.8K
$1.68M
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
53+ 0.23% |
$1.92K - $2.17K
|
23.5K
$920K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
50+ 0.36% |
$1.81K - $2.05K
|
13.9K
$544K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
46+ 0.36% |
$1.67K - $1.88K
|
13K
$509K
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
43+ 0.28% |
$1.56K - $1.76K
|
15.6K
$611K
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
40+ 0.36% |
$1.45K - $1.64K
|
11.3K
$442K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
40+ 0.36% |
$1.45K - $1.64K
|
11.2K
$439K
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
39+ 0.15% |
$1.41K - $1.6K
|
26.3K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
37+ 0.01% |
$1.34K - $1.51K
|
595K
$23.3M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37+ 0.13% |
$1.34K - $1.51K
|
29K
$1.14M
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
37+ 0.36% |
$1.34K - $1.51K
|
10.3K
$405K
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
31+ 0.35% |
$1.12K - $1.27K
|
8.81K
$345K
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
31+ 0.14% |
$1.12K - $1.27K
|
22.6K
$885K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.34% |
$1.09K - $1.23K
|
8.76K
$343K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
29+ 0.11% |
$1.05K - $1.19K
|
25.3K
$990K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
23+ 0.2% |
$833 - $941
|
11.8K
$461K
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
23+ 0.18% |
$833 - $941
|
13.1K
$514K
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
20+ 0.36% |
$724 - $818
|
5.65K
$221K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 0.35% |
$724 - $818
|
5.68K
$223K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
15+ 0.36% |
$543 - $614
|
4.23K
$166K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
15+ 0.03% |
$543 - $614
|
46.2K
$1.81M
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
12+ 0.14% |
$435 - $491
|
8.6K
$337K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$398 - $450
|
21K
$823K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.14% |
$362 - $409
|
7.12K
$279K
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.11% |
$326 - $368
|
7.89K
$309K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
8+ 0.02% |
$290 - $327
|
42.3K
$1.66M
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
7+ 0.03% |
$254 - $286
|
22.1K
$866K
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.01% |
$254 - $286
|
71.2K
$2.79M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
6+ 0.16% |
$217 - $245
|
3.79K
$148K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.36% |
$181 - $205
|
1.41K
$55.1K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.33% |
$145 - $164
|
1.23K
$48.3K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.35% |
$145 - $164
|
1.16K
$45.5K
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.33% |
$145 - $164
|
1.23K
$48.2K
|