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 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.32% |
$79.9 - $86.6
|
621
$26.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$79.9 - $86.6
|
500
$21.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.02% |
$79.9 - $86.6
|
9.9K
$426K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
84.7KNew |
$3.42M - $3.76M
|
84.7K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$2.59M - $2.84M
|
64.1K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
30.2KNew |
$1.22M - $1.34M
|
30.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.5KNew |
$868K - $953K
|
21.5K
$924K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
15.2KNew |
$614K - $675K
|
15.2K
$654K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12.6K+ 43.65% |
$509K - $559K
|
41.5K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5KNew |
$504K - $553K
|
12.5K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.99KNew |
$403K - $443K
|
9.99K
$429K
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$386K - $424K
|
9.55K
$411K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
9.36KNew |
$378K - $415K
|
9.36K
$403K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.67KNew |
$350K - $384K
|
8.67K
$373K
|
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.91KNew |
$319K - $351K
|
7.91K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.5K+ 2.39% |
$303K - $332K
|
321K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
7.04KNew |
$284K - $312K
|
7.04K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.81KNew |
$275K - $302K
|
6.81K
$293K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.06KNew |
$245K - $269K
|
6.06K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.79KNew |
$234K - $257K
|
5.79K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5.31KNew |
$214K - $235K
|
5.31K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.85KNew |
$196K - $215K
|
4.85K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53K+ 15.91% |
$183K - $201K
|
33K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.19K+ 60.09% |
$169K - $186K
|
11.2K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.23KNew |
$130K - $143K
|
3.23K
$139K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 6.84% |
$113K - $124K
|
43.8K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.47KNew |
$99.5K - $109K
|
2.47K
$106K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.21KNew |
$89.3K - $98.1K
|
2.21K
$95.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.14K+ 22.1% |
$86.5K - $95K
|
11.8K
$509K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 33.46% |
$73.9K - $81.2K
|
7.3K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.63KNew |
$65.7K - $72.2K
|
1.63K
$70K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.18K+ 7.75% |
$47.8K - $52.5K
|
16.5K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1KNew |
$40.4K - $44.4K
|
1K
$43K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
691+ 57.25% |
$27.9K - $30.6K
|
1.9K
$81.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601New |
$24.3K - $26.7K
|
601
$25.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
278+ 7.14% |
$11.2K - $12.3K
|
4.17K
$179K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
244+ 9.04% |
$9.85K - $10.8K
|
2.94K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
213+ 0.57% |
$8.6K - $9.45K
|
37.3K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
196New |
$7.91K - $8.69K
|
196
$8.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$7.47K - $8.2K
|
185
$7.95K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$5.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.24% |
$4.72K - $5.19K
|
48.3K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.01% |
$1.21K - $1.33K
|
298K
$12.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.42% |
$1.05K - $1.15K
|
6.2K
$266K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$242 - $266
|
1.25K
$53.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4+ 0.06% |
$162 - $177
|
6.27K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.33% |
$162 - $177
|
1.2K
$51.8K
|
|