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 |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-25.9K- 1.38% |
$997K - $1.05M
|
1.85M
$72.1M
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2- 0.04% |
$77.1 - $81.5
|
5.46K
$213K
|
|
Q1 2024 | |||||||
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-632K- 93.83% |
$22.9M - $25.8M
|
41.5K
$1.62M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-232K- 17.59% |
$8.4M - $9.49M
|
1.09M
$42.4M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-187K- 5.34% |
$6.76M - $7.63M
|
3.31M
$129M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-131K- 1.93% |
$4.74M - $5.35M
|
6.65M
$259M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-120K- 5.35% |
$4.35M - $4.91M
|
2.12M
$82.7M
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-104K- 1.53% |
$3.76M - $4.25M
|
6.69M
$261M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-95.9K- 0.87% |
$3.47M - $3.92M
|
11M
$427M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94.5K- 29.29% |
$3.42M - $3.86M
|
228K
$8.89M
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-84.2KClosed |
$3.05M - $3.44M
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-80.1K- 3.97% |
$2.9M - $3.28M
|
1.94M
$75.4M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-78.9K- 1.85% |
$2.86M - $3.23M
|
4.17M
$163M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-74.2K- 6.49% |
$2.69M - $3.04M
|
1.07M
$41.7M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-66.1K- 6.78% |
$2.39M - $2.7M
|
908K
$35.4M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52.5K- 27.82% |
$1.9M - $2.15M
|
136K
$5.31M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.4K- 25.56% |
$1.9M - $2.14M
|
152K
$5.94M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50.8K- 91.3% |
$1.84M - $2.08M
|
4.84K
$189K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-46.8K- 13.14% |
$1.7M - $1.92M
|
310K
$12.1M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40.5K- 2.81% |
$1.47M - $1.66M
|
1.4M
$54.6M
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-38.2K- 3.68% |
$1.38M - $1.56M
|
1M
$39M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-36.2K- 49.82% |
$1.31M - $1.48M
|
36.4K
$1.42M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-35.9K- 5.72% |
$1.3M - $1.47M
|
591K
$23.1M
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35.7K- 12.05% |
$1.29M - $1.46M
|
261K
$10.2M
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-33.4K- 4.17% |
$1.21M - $1.37M
|
767K
$29.9M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 4.65% |
$1.03M - $1.17M
|
585K
$22.8M
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-27.4K- 2.62% |
$992K - $1.12M
|
1.02M
$39.8M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.5K- 75.84% |
$960K - $1.08M
|
8.44K
$329K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.4K- 22.05% |
$883K - $998K
|
86.2K
$3.36M
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-21.9K- 1.46% |
$795K - $898K
|
1.48M
$57.8M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.4K- 3.03% |
$775K - $875K
|
686K
$26.7M
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-21.2K- 6.32% |
$769K - $868K
|
314K
$12.3M
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-20.4K- 2.75% |
$739K - $834K
|
721K
$28.1M
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19.5K- 5.54% |
$705K - $796K
|
332K
$12.9M
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-17.7K- 10.46% |
$642K - $725K
|
152K
$5.91M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.5K- 28.75% |
$635K - $717K
|
43.4K
$1.69M
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-17K- 24.68% |
$615K - $694K
|
51.8K
$2.02M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.8K- 8.99% |
$610K - $688K
|
170K
$6.65M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.9K- 2.47% |
$576K - $651K
|
629K
$24.5M
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15K- 6.61% |
$543K - $614K
|
212K
$8.27M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 0.93% |
$507K - $573K
|
1.5M
$58.3M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 17.44% |
$497K - $562K
|
65K
$2.53M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.1K- 43.75% |
$474K - $536K
|
16.8K
$656K
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-12.6K- 3.26% |
$455K - $514K
|
373K
$14.5M
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-12.5K- 4.51% |
$452K - $511K
|
264K
$10.3M
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-12.1K- 2.99% |
$437K - $493K
|
391K
$15.2M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.9K- 0.48% |
$430K - $485K
|
2.44M
$95.1M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11.6K- 1.24% |
$421K - $476K
|
923K
$36M
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.2K- 0.96% |
$405K - $457K
|
1.15M
$45M
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.2K- 2.5% |
$370K - $418K
|
398K
$15.5M
|