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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.37K- 7.98% |
$52.8K - $57.2K
|
15.8K
$653K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.3K- 18.65% |
$50.2K - $54.3K
|
5.68K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.24K- 0.4% |
$47.6K - $51.5K
|
304K
$12.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.18K- 17.14% |
$45.4K - $49.1K
|
5.7K
$235K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$41.6K - $45K
|
23.4K
$969K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.07K- 35.61% |
$41.1K - $44.5K
|
1.93K
$79.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-528- 3.12% |
$20.3K - $22K
|
16.4K
$678K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-450- 1.41% |
$17.3K - $18.8K
|
31.5K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-405- 1.1% |
$15.6K - $16.9K
|
36.6K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-387- 5.67% |
$14.9K - $16.1K
|
6.43K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 4.03% |
$10.4K - $11.2K
|
6.41K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-237- 13.07% |
$9.13K - $9.88K
|
1.58K
$65.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-210- 2.17% |
$8.09K - $8.75K
|
9.48K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-200- 3.71% |
$7.7K - $8.34K
|
5.19K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-129- 0.1% |
$4.97K - $5.38K
|
126K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-121- 0.18% |
$4.66K - $5.04K
|
65.7K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-57- 0.04% |
$2.2K - $2.38K
|
134K
$5.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.54% |
$1.93K - $2.08K
|
9.14K
$378K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-47- 0.92% |
$1.81K - $1.96K
|
5.09K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 0.07% |
$963 - $1.04K
|
34.5K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3- 0.01% |
$116 - $125
|
32.6K
$1.35M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-79.2K- 0.55% |
$3.05M - $3.23M
|
14.4M
$596M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.2K- 71.0% |
$663K - $701K
|
7.03K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.97K- 17.33% |
$192K - $203K
|
23.7K
$980K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.8K- 15.61% |
$146K - $155K
|
20.5K
$849K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.69K- 1.24% |
$104K - $110K
|
214K
$8.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 14.97% |
$83.2K - $88K
|
12.3K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.86K- 23.28% |
$71.8K - $76K
|
6.14K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 1.86% |
$67.3K - $71.2K
|
92.3K
$3.81M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.5K- 1.39% |
$57.6K - $60.9K
|
106K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.43K- 16.51% |
$54.9K - $58.1K
|
7.21K
$298K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-969- 79.1% |
$37.3K - $39.5K
|
256
$10.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-738- 16.59% |
$28.4K - $30.1K
|
3.71K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-641- 9.48% |
$24.7K - $26.1K
|
6.12K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-451- 6.93% |
$17.4K - $18.4K
|
6.05K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$850K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 1.42% |
$7.71K - $8.15K
|
13.9K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-174- 1.24% |
$6.7K - $7.09K
|
13.9K
$572K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-152- 1.01% |
$5.86K - $6.2K
|
15K
$619K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-125- 0.34% |
$4.82K - $5.1K
|
36.4K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.25% |
$4.35K - $4.61K
|
8.91K
$368K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-120K- 5.35% |
$4.35M - $4.91M
|
2.12M
$87.7M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-84.2KClosed |
$3.05M - $3.44M
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.26K- 95.23% |
$299K - $338K
|
414
$17.1K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$259K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.54K- 16.84% |
$164K - $186K
|
22.4K
$926K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.49K- 32.72% |
$90.3K - $102K
|
5.13K
$212K
|
|