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 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.17K- 7.04% |
$78.7K - $88.9K
|
28.7K
$1.12M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.13K- 7.91% |
$77.3K - $87.2K
|
24.8K
$973K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.11K- 1.46% |
$76.5K - $86.3K
|
143K
$5.59M
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.1K- 0.94% |
$76.1K - $85.9K
|
222K
$8.69M
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.09K- 6.2% |
$75.8K - $85.6K
|
31.7K
$1.24M
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.07K- 15.37% |
$74.8K - $84.5K
|
11.4K
$446K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.01K- 5.53% |
$72.8K - $82.2K
|
34.3K
$1.34M
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.94K- 0.36% |
$70.3K - $79.4K
|
530K
$20.8M
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$217K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$260K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 2.69% |
$63.2K - $71.4K
|
63.2K
$2.48M
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.7K- 3.77% |
$61.4K - $69.3K
|
43.2K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 2.2% |
$59.7K - $67.4K
|
73.1K
$2.87M
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.63K- 1.31% |
$59.2K - $66.8K
|
123K
$4.83M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 9.49% |
$57.4K - $64.9K
|
15.1K
$593K
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.57K- 27.71% |
$56.8K - $64.1K
|
4.09K
$160K
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-1.52K- 1.7% |
$54.9K - $62K
|
88K
$3.45M
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.47K- 1.43% |
$53.4K - $60.2K
|
101K
$3.97M
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.37K- 0.23% |
$49.5K - $56K
|
589K
$23.1M
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.35K- 4.16% |
$48.8K - $55.1K
|
31.1K
$1.22M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.26K- 0.81% |
$45.5K - $51.3K
|
153K
$6.01M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.2K- 1.72% |
$43.5K - $49.1K
|
68.7K
$2.69M
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.06K- 0.85% |
$38.3K - $43.2K
|
123K
$4.82M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-979- 1.61% |
$35.5K - $40K
|
59.7K
$2.34M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-908- 3.87% |
$32.9K - $37.1K
|
22.6K
$885K
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-859- 1.44% |
$31.1K - $35.1K
|
58.7K
$2.3M
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-852- 0.33% |
$30.9K - $34.8K
|
254K
$9.95M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-783- 15.71% |
$28.4K - $32K
|
4.2K
$165K
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-766- 0.36% |
$27.7K - $31.3K
|
210K
$8.21M
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-763- 2.13% |
$27.6K - $31.2K
|
35K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-753- 1.59% |
$27.3K - $30.8K
|
46.6K
$1.83M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-725- 8.3% |
$26.3K - $29.7K
|
8.01K
$314K
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-656- 8.06% |
$23.8K - $26.8K
|
7.48K
$293K
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-643- 5.65% |
$23.3K - $26.3K
|
10.7K
$421K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-586- 3.56% |
$21.2K - $24K
|
15.9K
$623K
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-518- 0.36% |
$18.8K - $21.2K
|
143K
$5.61M
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-517- 24.68% |
$18.7K - $21.1K
|
1.58K
$61.8K
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-517- 1.49% |
$18.7K - $21.1K
|
34.3K
$1.34M
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$917K
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-490- 2.62% |
$17.7K - $20K
|
18.2K
$714K
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-472- 1.83% |
$17.1K - $19.3K
|
25.4K
$994K
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-434- 0.7% |
$15.7K - $17.8K
|
61.6K
$2.41M
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-428- 0.06% |
$15.5K - $17.5K
|
768K
$30.1M
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-415- 0.33% |
$15K - $17K
|
125K
$4.91M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-394- 1.53% |
$14.3K - $16.1K
|
25.4K
$996K
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-389- 3.13% |
$14.1K - $15.9K
|
12K
$471K
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-378- 2.62% |
$13.7K - $15.5K
|
14K
$550K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-368- 1.19% |
$13.3K - $15.1K
|
30.4K
$1.19M
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-341- 0.2% |
$12.4K - $13.9K
|
172K
$6.75M
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-333- 3.95% |
$12.1K - $13.6K
|
8.1K
$317K
|