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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.9K- 8.19% |
$358K - $405K
|
111K
$4.35M
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-9.6K- 4.08% |
$348K - $392K
|
226K
$8.84M
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-9.57K- 12.09% |
$347K - $391K
|
69.6K
$2.73M
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-9.32K- 0.91% |
$338K - $381K
|
1.01M
$39.7M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.29K- 29.75% |
$337K - $380K
|
21.9K
$860K
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-9.11K- 6.35% |
$330K - $373K
|
134K
$5.26M
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-9.06K- 0.57% |
$328K - $371K
|
1.57M
$61.6M
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-8.67K- 1.56% |
$314K - $355K
|
547K
$21.4M
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.34K- 0.62% |
$302K - $341K
|
1.34M
$52.5M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.26K- 95.23% |
$299K - $338K
|
414
$16.2K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-8.25K- 3.67% |
$299K - $337K
|
217K
$8.5M
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8K- 5.32% |
$290K - $327K
|
142K
$5.58M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.92K- 4.67% |
$287K - $324K
|
162K
$6.34M
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-7.75K- 1.05% |
$281K - $317K
|
728K
$28.5M
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.71K- 1.18% |
$279K - $315K
|
644K
$25.3M
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-7.34K- 0.91% |
$266K - $300K
|
796K
$31.2M
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-7.13K- 26.66% |
$258K - $292K
|
19.6K
$769K
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.12K- 10.26% |
$258K - $291K
|
62.3K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.09K- 2.68% |
$257K - $290K
|
258K
$10.1M
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.02K- 2.04% |
$254K - $287K
|
337K
$13.2M
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-6.78K- 15.51% |
$246K - $277K
|
37K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.66K- 0.85% |
$241K - $272K
|
780K
$30.6M
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.39K- 2.16% |
$231K - $261K
|
289K
$11.3M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.21K- 46.27% |
$225K - $254K
|
7.21K
$283K
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-6.1K- 1.51% |
$221K - $249K
|
397K
$15.6M
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.8K- 47.51% |
$210K - $237K
|
6.41K
$251K
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.61K- 3.62% |
$203K - $230K
|
149K
$5.85M
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5.45K- 1.27% |
$197K - $223K
|
424K
$16.6M
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-5.14K- 0.99% |
$186K - $210K
|
515K
$20.2M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.11K- 0.87% |
$185K - $209K
|
585K
$22.9M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$246K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.61K- 28.59% |
$167K - $188K
|
11.5K
$451K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.38K- 73.48% |
$158K - $179K
|
1.58K
$61.9K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.19K- 1.4% |
$152K - $171K
|
294K
$11.5M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.93K- 0.52% |
$142K - $161K
|
751K
$29.4M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.88K- 2.09% |
$141K - $159K
|
182K
$7.15M
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-3.78K- 6.82% |
$137K - $155K
|
51.6K
$2.02M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.74K- 0.86% |
$135K - $153K
|
432K
$16.9M
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.55K- 7.26% |
$128K - $145K
|
45.3K
$1.78M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.47K- 0.78% |
$126K - $142K
|
439K
$17.2M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.15K- 9.42% |
$114K - $129K
|
30.3K
$1.19M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.03K- 9.28% |
$110K - $124K
|
29.6K
$1.16M
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.82K- 2.28% |
$102K - $115K
|
121K
$4.73M
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.62K- 0.7% |
$94.8K - $107K
|
372K
$14.6M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.61K- 0.85% |
$94.7K - $107K
|
306K
$12M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.54K- 1.54% |
$91.9K - $104K
|
162K
$6.36M
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.48K- 0.35% |
$89.8K - $101K
|
709K
$27.8M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.44K- 2.89% |
$88.4K - $99.8K
|
82K
$3.21M
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 4.56% |
$79.5K - $89.8K
|
45.9K
$1.8M
|