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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$7.96K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
146+ 0.71% |
$4.65K - $5.46K
|
20.7K
$809K
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
69+ 0.15% |
$2.2K - $2.58K
|
45.4K
$1.78M
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.39% |
$2.17K - $2.54K
|
17.6K
$691K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
60New |
$1.91K - $2.24K
|
60
$2.35K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
59+ 0.39% |
$1.88K - $2.21K
|
15.3K
$600K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.39% |
$1.75K - $2.06K
|
14.2K
$555K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
23+ 0.39% |
$733 - $860
|
5.95K
$233K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.41% |
$733 - $860
|
5.68K
$222K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$63.7 - $74.8
|
581
$22.8K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.14K
|
|
Q3 2023 | |||||||
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22.6K+ 4.1% |
$764K - $818K
|
574K
$22.5M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$523K - $559K
|
15.5K
$606K
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3KNew |
$382K - $409K
|
11.3K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.5KNew |
$287K - $308K
|
8.5K
$333K
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
5.99KNew |
$203K - $217K
|
5.99K
$235K
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$186K - $199K
|
5.49K
$215K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
4.45K+ 9.41% |
$150K - $161K
|
51.7K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$132K - $141K
|
3.89K
$153K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.49K+ 1.03% |
$118K - $126K
|
343K
$13.4M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3KNew |
$101K - $108K
|
3K
$117K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.67KNew |
$90.3K - $96.6K
|
2.67K
$105K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.66K+ 19.0% |
$56.3K - $60.2K
|
10.4K
$408K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
887+ 5.59% |
$30K - $32.1K
|
16.8K
$657K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
786New |
$26.6K - $28.4K
|
786
$30.8K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
580+ 7.62% |
$19.6K - $21K
|
8.19K
$321K
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
430New |
$14.5K - $15.6K
|
430
$16.9K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
415+ 0.59% |
$14K - $15K
|
70.7K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
286+ 3.35% |
$9.68K - $10.4K
|
8.82K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82+ 0.36% |
$2.77K - $2.97K
|
22.9K
$899K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.13% |
$1.18K - $1.27K
|
27.5K
$1.08M
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
35+ 0.51% |
$1.18K - $1.27K
|
6.87K
$269K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
220K+ 18.94% |
$7.1M - $7.58M
|
1.38M
$54M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
26.6K+ 40.51% |
$860K - $918K
|
92.3K
$3.62M
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.1K+ 27.65% |
$618K - $660K
|
88.3K
$3.46M
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.7KNew |
$347K - $371K
|
10.7K
$421K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65KNew |
$312K - $333K
|
9.65K
$378K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.01K+ 47.28% |
$227K - $242K
|
21.8K
$856K
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.03KNew |
$195K - $208K
|
6.03K
$236K
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.97KNew |
$193K - $206K
|
5.97K
$234K
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3K+ 2.27% |
$97K - $104K
|
135K
$5.3M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 16.0% |
$92.9K - $99.2K
|
20.8K
$817K
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
935+ 2.11% |
$30.2K - $32.3K
|
45.2K
$1.77M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422New |
$13.6K - $14.6K
|
422
$16.5K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
97New |
$3.14K - $3.35K
|
97
$3.8K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76+ 0.51% |
$2.46K - $2.62K
|
15K
$589K
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
71+ 0.51% |
$2.29K - $2.45K
|
14.1K
$554K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7+ 0.07% |
$226 - $242
|
10.1K
$397K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
645KNew |
$20.6M - $23.1M
|
645K
$25.3M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
146KNew |
$4.66M - $5.23M
|
146K
$5.73M
|