Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.07M- 90.78% |
$41.3M - $44.7M
|
109K
$4.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-945K- 99.23% |
$36.4M - $39.4M
|
7.33K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-558K- 47.69% |
$21.5M - $23.3M
|
613K
$25.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-378K- 11.49% |
$14.5M - $15.7M
|
2.91M
$119M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-185K- 2.85% |
$7.14M - $7.73M
|
6.33M
$259M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-153K- 2.51% |
$5.88M - $6.37M
|
5.94M
$243M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-149K- 34.7% |
$5.75M - $6.23M
|
281K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 44.01% |
$5.36M - $5.81M
|
177K
$7.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-136K- 2.43% |
$5.25M - $5.68M
|
5.47M
$224M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121K- 26.1% |
$4.65M - $5.03M
|
342K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95.1K- 1.9% |
$3.66M - $3.97M
|
4.91M
$201M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-88.5K- 1.35% |
$3.41M - $3.69M
|
6.48M
$265M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.5K- 15.3% |
$2.98M - $3.23M
|
429K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67.2K- 0.61% |
$2.59M - $2.8M
|
10.9M
$445M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-47.1K- 18.5% |
$1.81M - $1.96M
|
207K
$8.48M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-40.2K- 21.47% |
$1.55M - $1.67M
|
147K
$6.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-38.7K- 3.07% |
$1.49M - $1.61M
|
1.22M
$50M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-35.5K- 2.42% |
$1.37M - $1.48M
|
1.43M
$58.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.6K- 12.13% |
$1.33M - $1.44M
|
251K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.7K- 1.31% |
$1.22M - $1.32M
|
2.39M
$97.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 58.88% |
$1.06M - $1.15M
|
19.2K
$786K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27.3K- 6.85% |
$1.05M - $1.14M
|
372K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.3K- 1.94% |
$1.01M - $1.1M
|
1.33M
$54.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-25.2K- 4.28% |
$969K - $1.05M
|
562K
$23M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25K- 12.24% |
$961K - $1.04M
|
179K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.5K- 26.45% |
$903K - $978K
|
65.2K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-21.6K- 3.96% |
$831K - $900K
|
524K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.7K- 3.2% |
$720K - $780K
|
566K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.3K- 0.52% |
$705K - $763K
|
3.47M
$142M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 2.45% |
$695K - $753K
|
719K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17.7K- 50.0% |
$680K - $736K
|
17.7K
$722K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17.6K- 56.57% |
$677K - $733K
|
13.5K
$552K
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-15.4K- 1.53% |
$592K - $641K
|
989K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-14.1K- 0.76% |
$541K - $586K
|
1.82M
$74.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.6K- 0.92% |
$525K - $569K
|
1.46M
$59.8M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-12.7K- 1.4% |
$490K - $530K
|
895K
$36.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-12.1K- 0.66% |
$467K - $506K
|
1.84M
$75.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-11.8K- 1.2% |
$453K - $490K
|
968K
$39.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.5K- 1.69% |
$443K - $480K
|
668K
$27.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-11.5K- 14.92% |
$443K - $480K
|
65.6K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 1.61% |
$441K - $477K
|
698K
$28.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 1.81% |
$431K - $467K
|
609K
$24.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.9K- 18.41% |
$419K - $453K
|
48.2K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-10.8K- 1.52% |
$416K - $450K
|
702K
$28.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-9.55K- 1.96% |
$368K - $398K
|
478K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 2.08% |
$289K - $313K
|
354K
$14.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.5K- 1.04% |
$289K - $313K
|
714K
$29.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.47K- 1.82% |
$288K - $312K
|
404K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.32K- 4.84% |
$282K - $305K
|
144K
$5.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.13K- 3.27% |
$275K - $297K
|
211K
$8.64M
|