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 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
116KNew |
$3.71M - $4.16M
|
116K
$4.56M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.9KNew |
$2.14M - $2.4M
|
66.9K
$2.62M
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
54.5K+ 99067.27% |
$1.74M - $1.95M
|
54.5K
$2.14M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$935K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.2KNew |
$548K - $615K
|
17.2K
$673K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.4K+ 47.0% |
$493K - $553K
|
48.3K
$1.89M
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$460K - $517K
|
14.4K
$565K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$401K - $450K
|
12.6K
$492K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.15K+ 59.45% |
$228K - $256K
|
19.2K
$751K
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.61KNew |
$115K - $129K
|
3.61K
$141K
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.4KNew |
$44.8K - $50.3K
|
1.4K
$55K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.07KNew |
$34.1K - $38.3K
|
1.07K
$41.9K
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
908+ 15.13% |
$29K - $32.5K
|
6.91K
$271K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
885+ 14.04% |
$28.2K - $31.7K
|
7.19K
$282K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
610+ 6.64% |
$19.5K - $21.9K
|
9.8K
$384K
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$300K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28+ 0.46% |
$893 - $1K
|
6.14K
$241K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
16+ 0.25% |
$510 - $573
|
6.37K
$250K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$1.07M - $1.14M
|
32.3K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$587K - $629K
|
17.8K
$697K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.6KNew |
$548K - $587K
|
16.6K
$651K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$374K - $401K
|
11.3K
$444K
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.82KNew |
$291K - $312K
|
8.82K
$346K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
6.5KNew |
$215K - $230K
|
6.5K
$255K
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29KNew |
$208K - $222K
|
6.29K
$246K
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$207K - $222K
|
6.28K
$246K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.14KNew |
$203K - $217K
|
6.14K
$241K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.04KNew |
$199K - $213K
|
6.04K
$237K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.53K+ 64.7% |
$182K - $196K
|
14.1K
$552K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.7KNew |
$155K - $166K
|
4.7K
$184K
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$144K - $154K
|
101K
$3.95M
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.29KNew |
$109K - $116K
|
3.29K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.84KNew |
$93.6K - $100K
|
2.84K
$111K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.7KNew |
$89.1K - $95.5K
|
2.7K
$106K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.89KNew |
$62.2K - $66.7K
|
1.89K
$73.9K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66KNew |
$54.9K - $58.8K
|
1.66K
$65.2K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.38KNew |
$45.6K - $48.9K
|
1.38K
$54.2K
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
939New |
$31K - $33.2K
|
939
$36.8K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
933New |
$30.8K - $33K
|
933
$36.6K
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
894New |
$29.5K - $31.6K
|
894
$35K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342New |
$11.3K - $12.1K
|
342
$13.4K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
279New |
$9.21K - $9.87K
|
279
$10.9K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
270New |
$8.91K - $9.55K
|
270
$10.6K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$1.06K - $1.13K
|
11.1K
$433K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$363 - $389
|
3.62K
$142K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7MNew |
$51.3M - $59.1M
|
1.7M
$66.6M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
302K+ 91.07% |
$9.1M - $10.5M
|
633K
$24.8M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
169K+ 16.37% |
$5.11M - $5.89M
|
1.2M
$47.2M
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
94.1KNew |
$2.84M - $3.27M
|
94.1K
$3.69M
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
73K+ 4.25% |
$2.2M - $2.54M
|
1.79M
$70.2M
|