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
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-330- 2.38% |
$12K - $13.5K
|
13.6K
$531K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-324- 1.67% |
$11.7K - $13.3K
|
19.1K
$749K
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-323- 0.33% |
$11.7K - $13.2K
|
99K
$3.88M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-301- 0.56% |
$10.9K - $12.3K
|
53.1K
$2.08M
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-300- 3.54% |
$10.9K - $12.3K
|
8.18K
$321K
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-289- 0.08% |
$10.5K - $11.8K
|
381K
$14.9M
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-265- 1.67% |
$9.6K - $10.8K
|
15.6K
$613K
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-252- 2.59% |
$9.13K - $10.3K
|
9.49K
$372K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-250- 5.32% |
$9.06K - $10.2K
|
4.45K
$174K
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-246- 0.12% |
$8.91K - $10.1K
|
209K
$8.18M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-234- 1.1% |
$8.48K - $9.57K
|
21.1K
$826K
|
|
Apr 11, 2024
Q1 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-217- 3.32% |
$7.86K - $8.88K
|
6.32K
$248K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 53.05% |
$7.24K - $8.18K
|
177
$6.94K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-167- 0.48% |
$6.05K - $6.83K
|
34.4K
$1.35M
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-165- 0.04% |
$5.98K - $6.75K
|
391K
$15.3M
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-154- 0.25% |
$5.58K - $6.3K
|
60.2K
$2.36M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-141- 0.6% |
$5.11K - $5.77K
|
23.3K
$911K
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-139- 0.61% |
$5.03K - $5.69K
|
22.7K
$889K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-133- 1.35% |
$4.82K - $5.44K
|
9.69K
$380K
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-123- 1.93% |
$4.46K - $5.03K
|
6.26K
$245K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-116- 0.18% |
$4.2K - $4.74K
|
64.4K
$2.52M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-109- 0.11% |
$3.95K - $4.46K
|
99.7K
$3.91M
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-101- 0.21% |
$3.66K - $4.13K
|
47.7K
$1.87M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.46% |
$3.59K - $4.05K
|
6.7K
$263K
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-98- 0.07% |
$3.55K - $4.01K
|
132K
$5.17M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-96- 0.87% |
$3.48K - $3.93K
|
10.9K
$428K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-82- 0.28% |
$2.97K - $3.35K
|
29.2K
$1.14M
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-69- 0.7% |
$2.5K - $2.82K
|
9.79K
$384K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-69- 0.23% |
$2.5K - $2.82K
|
29.7K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-63- 0.41% |
$2.28K - $2.58K
|
15.3K
$598K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-60- 0.63% |
$2.17K - $2.45K
|
9.5K
$372K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-56- 0.66% |
$2.03K - $2.29K
|
8.49K
$333K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-56- 0.59% |
$2.03K - $2.29K
|
9.43K
$369K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-55- 1.81% |
$1.99K - $2.25K
|
2.98K
$117K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-28- 0.08% |
$1.01K - $1.15K
|
36.5K
$1.43M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8- 0.05% |
$290 - $327
|
15.7K
$616K
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
SELL
|
- |
-3- 0.01% |
$109 - $123
|
33.1K
$1.3M
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.42M- 95.72% |
$205M - $240M
|
287K
$11.3M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$395K
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$179M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30.5K- 2.61% |
$972K - $1.14M
|
1.14M
$44.7M
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.9K- 78.41% |
$730K - $857K
|
6.31K
$247K
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-20K- 50.0% |
$637K - $748K
|
20K
$784K
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-10.8K- 59.48% |
$343K - $403K
|
7.34K
$288K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.62K- 39.51% |
$115K - $135K
|
5.54K
$217K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.55K- 5.32% |
$113K - $133K
|
63.1K
$2.47M
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.05K- 0.89% |
$97.1K - $114K
|
339K
$13.3M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.85K- 24.07% |
$90.8K - $107K
|
8.99K
$352K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.45K- 3.73% |
$46.2K - $54.2K
|
37.5K
$1.47M
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.71M
|