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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-557K- 3.01% |
$22.5M - $24.7M
|
18M
$771M
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-168K- 2.65% |
$6.77M - $7.44M
|
6.16M
$264M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82.5K- 5.77% |
$3.33M - $3.66M
|
1.35M
$57.8M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.3K- 6.23% |
$860K - $944K
|
321K
$13.8M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-21K- 1.11% |
$850K - $933K
|
1.88M
$80.8M
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-19.6K- 3.1% |
$790K - $868K
|
611K
$26.2M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.9K- 77.05% |
$761K - $836K
|
5.62K
$241K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-17.8K- 1.8% |
$718K - $789K
|
971K
$41.7M
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-16.3K- 0.89% |
$657K - $721K
|
1.82M
$78.1M
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16.1K- 9.09% |
$650K - $714K
|
161K
$6.91M
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-15.8K- 3.3% |
$637K - $699K
|
462K
$19.9M
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-14.5K- 2.56% |
$586K - $644K
|
552K
$23.7M
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-13.8K- 2.01% |
$558K - $613K
|
674K
$28.9M
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-13K- 3.45% |
$525K - $576K
|
364K
$15.6M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-11.6K- 29.57% |
$470K - $517K
|
27.7K
$1.19M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.2K- 23.24% |
$451K - $495K
|
36.9K
$1.58M
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-10.7K- 1.1% |
$431K - $473K
|
957K
$41.1M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.2K- 3.59% |
$413K - $454K
|
274K
$11.8M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-9.71K- 1.24% |
$392K - $431K
|
774K
$33.2M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.37K- 1.31% |
$378K - $416K
|
705K
$30.2M
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.18K- 2.86% |
$371K - $407K
|
312K
$13.4M
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.75K- 4.44% |
$353K - $388K
|
188K
$8.09M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.14K- 1.47% |
$329K - $361K
|
546K
$23.4M
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.81K- 1.49% |
$315K - $346K
|
516K
$22.2M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.76K- 1.58% |
$313K - $344K
|
482K
$20.7M
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.98K- 0.89% |
$282K - $310K
|
779K
$33.4M
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.01K- 3.43% |
$202K - $222K
|
141K
$6.05M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.72K- 4.14% |
$191K - $209K
|
109K
$4.69M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.69K- 31.12% |
$190K - $208K
|
10.4K
$446K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.3K- 3.35% |
$174K - $191K
|
124K
$5.32M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.08K- 7.33% |
$165K - $181K
|
51.5K
$2.21M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.59K- 16.43% |
$145K - $159K
|
18.3K
$784K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.43K- 0.7% |
$138K - $152K
|
487K
$20.9M
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.22K- 0.8% |
$130K - $143K
|
400K
$17.2M
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.84% |
$127K - $139K
|
370K
$15.9M
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.53K- 1.19% |
$102K - $112K
|
209K
$8.98M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.39K- 0.34% |
$96.7K - $106K
|
696K
$29.9M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.39K- 5.21% |
$96.5K - $106K
|
43.5K
$1.87M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.2K- 0.57% |
$88.8K - $97.6K
|
382K
$16.4M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.19K- 1.36% |
$88.3K - $96.9K
|
159K
$6.82M
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 5.06% |
$82.7K - $90.8K
|
38.4K
$1.65M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.02K- 3.29% |
$81.5K - $89.5K
|
59.3K
$2.54M
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2K- 0.99% |
$80.6K - $88.6K
|
200K
$8.59M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.68K- 5.97% |
$67.7K - $74.3K
|
26.4K
$1.13M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.52K- 4.48% |
$61.5K - $67.5K
|
32.5K
$1.39M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 26.82% |
$52.4K - $57.6K
|
3.54K
$152K
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.22K- 7.48% |
$49.2K - $54K
|
15.1K
$647K
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 2.16% |
$44.7K - $49.1K
|
50.2K
$2.16M
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-983- 8.71% |
$39.7K - $43.6K
|
10.3K
$442K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-962- 0.66% |
$38.8K - $42.7K
|
145K
$6.21M
|