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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-681- 1.01% |
$21.7K - $25.5K
|
66.7K
$2.61M
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-567- 0.83% |
$18.1K - $21.2K
|
67.9K
$2.66M
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-547- 5.57% |
$17.4K - $20.5K
|
9.27K
$363K
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-326- 42.23% |
$10.4K - $12.2K
|
446
$17.5K
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-154- 0.73% |
$4.9K - $5.76K
|
21K
$824K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-154- 0.85% |
$4.9K - $5.76K
|
17.9K
$701K
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-154- 0.73% |
$4.9K - $5.76K
|
21K
$824K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.34% |
$4.55K - $5.35K
|
5.97K
$234K
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-112- 1.88% |
$3.57K - $4.19K
|
5.83K
$229K
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.97% |
$2.07K - $2.43K
|
6.63K
$260K
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-47- 0.28% |
$1.5K - $1.76K
|
17K
$668K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 1.81% |
$1.27K - $1.5K
|
2.18K
$85.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 0.46% |
$573 - $673
|
3.93K
$154K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.1K- 27.55% |
$1.02M - $1.09M
|
79.1K
$3.1M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 16.11% |
$169K - $181K
|
26K
$1.02M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.88K- 1.38% |
$97.5K - $104K
|
206K
$8.09M
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 2.73% |
$62.5K - $66.9K
|
65.9K
$2.58M
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-934- 5.61% |
$31.6K - $33.8K
|
15.7K
$616K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-648- 1.09% |
$21.9K - $23.5K
|
58.5K
$2.29M
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-330- 2.24% |
$11.2K - $11.9K
|
14.4K
$566K
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-211- 0.32% |
$7.14K - $7.64K
|
66.2K
$2.6M
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 2.26% |
$6.77K - $7.24K
|
8.63K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-52- 0.08% |
$1.76K - $1.88K
|
68.2K
$2.67M
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-35- 0.02% |
$1.18K - $1.27K
|
150K
$5.88M
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48.2K- 60.49% |
$1.56M - $1.66M
|
31.5K
$1.23M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-28.5K- 18.01% |
$922K - $984K
|
130K
$5.09M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 1.65% |
$483K - $515K
|
890K
$34.9M
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.03K- 42.41% |
$292K - $311K
|
12.3K
$480K
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 7.97% |
$49K - $52.3K
|
17.5K
$685K
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-747- 9.95% |
$24.1K - $25.8K
|
6.76K
$265K
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-538- 2.92% |
$17.4K - $18.6K
|
17.9K
$700K
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-249- 2.92% |
$8.05K - $8.59K
|
8.27K
$324K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-190- 0.48% |
$6.14K - $6.56K
|
39.4K
$1.54M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-165- 3.54% |
$5.33K - $5.69K
|
4.49K
$176K
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-41- 0.39% |
$1.33K - $1.41K
|
10.5K
$411K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$35.3M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-8.52K- 46.26% |
$272K - $305K
|
9.9K
$388K
|
|
May 15, 2023
Q1 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-3.27K- 6.3% |
$104K - $117K
|
48.6K
$1.91M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.94K- 10.7% |
$93.7K - $105K
|
24.5K
$960K
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52K- 14.39% |
$80.4K - $90.3K
|
15K
$587K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-217- 7.51% |
$6.92K - $7.78K
|
2.67K
$105K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.2% |
$989 - $1.11K
|
15.8K
$617K
|
|
Q4 2022 | |||||||
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77K- 95.8% |
$2.54M - $2.72M
|
3.38K
$132K
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-58.9K- 1.94% |
$1.94M - $2.08M
|
2.97M
$116M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 50.0% |
$335K - $359K
|
10.2K
$398K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-887- 43.12% |
$29.3K - $31.4K
|
1.17K
$45.9K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-22.3K- 0.29% |
$673K - $776K
|
7.64M
$299M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 33.4% |
$195K - $225K
|
12.9K
$506K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.83% |
$61.7K - $71.1K
|
18.8K
$735K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$44.4K - $51.3K
|
0
$0
|