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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-361- 0.56% |
$13.9K - $15.1K
|
64.3K
$2.63M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 1.29% |
$12.5K - $13.5K
|
24.8K
$1.02M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-325- 2.86% |
$12.5K - $13.5K
|
11K
$452K
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-312- 0.23% |
$12K - $13K
|
137K
$5.62M
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-285- 1.94% |
$11K - $11.9K
|
14.4K
$591K
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-277- 2.35% |
$10.7K - $11.5K
|
11.5K
$471K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-272- 1.32% |
$10.5K - $11.3K
|
20.4K
$833K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-272- 0.28% |
$10.5K - $11.3K
|
98.1K
$4.01M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-270- 2.29% |
$10.4K - $11.3K
|
11.5K
$471K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 4.03% |
$10.4K - $11.2K
|
6.41K
$262K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$206K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-237- 13.07% |
$9.13K - $9.88K
|
1.58K
$64.5K
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-224- 0.22% |
$8.63K - $9.34K
|
100K
$4.09M
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-217- 0.75% |
$8.36K - $9.05K
|
28.8K
$1.18M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-210- 2.17% |
$8.09K - $8.75K
|
9.48K
$388K
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-203- 0.14% |
$7.82K - $8.46K
|
142K
$5.8M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-200- 3.71% |
$7.7K - $8.34K
|
5.19K
$212K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 0.63% |
$7.7K - $8.34K
|
31.5K
$1.29M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-197- 2.27% |
$7.59K - $8.21K
|
8.47K
$347K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-191- 1.28% |
$7.36K - $7.96K
|
14.7K
$601K
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-150- 1.8% |
$5.78K - $6.25K
|
8.18K
$335K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149- 0.18% |
$5.74K - $6.21K
|
84.6K
$3.46M
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-133- 0.07% |
$5.12K - $5.54K
|
197K
$8.06M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.1% |
$4.97K - $5.38K
|
126K
$5.14M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-122- 0.17% |
$4.7K - $5.09K
|
70.6K
$2.89M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-122- 0.49% |
$4.7K - $5.09K
|
24.6K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-121- 0.18% |
$4.66K - $5.04K
|
65.7K
$2.69M
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-120- 0.07% |
$4.62K - $5K
|
168K
$6.87M
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-114- 1.88% |
$4.39K - $4.75K
|
5.96K
$244K
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-103- 1.29% |
$3.97K - $4.29K
|
7.9K
$323K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-70- 0.32% |
$2.7K - $2.92K
|
21.8K
$892K
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-57- 0.04% |
$2.2K - $2.38K
|
134K
$5.49M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-52- 0.49% |
$2K - $2.17K
|
10.5K
$431K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-52- 0.2% |
$2K - $2.17K
|
26.3K
$1.07M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.54% |
$1.93K - $2.08K
|
9.14K
$374K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-47- 0.92% |
$1.81K - $1.96K
|
5.09K
$208K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.11% |
$1.5K - $1.63K
|
34.2K
$1.4M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-34- 0.36% |
$1.31K - $1.42K
|
9.38K
$383K
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-33- 0.11% |
$1.27K - $1.38K
|
30.3K
$1.24M
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 0.07% |
$963 - $1.04K
|
34.5K
$1.41M
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-22- 0.17% |
$847 - $917
|
13.2K
$539K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.01% |
$193 - $208
|
43.4K
$1.78M
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3- 0.01% |
$116 - $125
|
32.6K
$1.33M
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-79.2K- 0.55% |
$3.05M - $3.23M
|
14.4M
$590M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-62.2K- 94.32% |
$2.39M - $2.53M
|
3.74K
$153K
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.2K- 71.0% |
$663K - $701K
|
7.03K
$287K
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.97K- 17.33% |
$192K - $203K
|
23.7K
$970K
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.8K- 15.61% |
$146K - $155K
|
20.5K
$840K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.69K- 1.24% |
$104K - $110K
|
214K
$8.76M
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 14.97% |
$83.2K - $88K
|
12.3K
$502K
|