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 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$275K
|
|
|
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
$309K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$967K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 8.09% |
$16.2K - $18.3K
|
5.09K
$210K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-265- 1.67% |
$9.6K - $10.8K
|
15.6K
$646K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 53.05% |
$7.24K - $8.18K
|
177
$7.31K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-116- 0.18% |
$4.2K - $4.74K
|
64.4K
$2.66M
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$189M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.05K- 0.89% |
$97.1K - $114K
|
339K
$14M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-681- 1.01% |
$21.7K - $25.5K
|
66.7K
$2.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-547- 5.57% |
$17.4K - $20.5K
|
9.27K
$383K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-326- 42.23% |
$10.4K - $12.2K
|
446
$18.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.34% |
$4.55K - $5.35K
|
5.97K
$246K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.97% |
$2.07K - $2.43K
|
6.63K
$274K
|
|
| 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
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2.88K- 1.38% |
$97.5K - $104K
|
206K
$8.53M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-934- 5.61% |
$31.6K - $33.8K
|
15.7K
$650K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-648- 1.09% |
$21.9K - $23.5K
|
58.5K
$2.42M
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48.2K- 60.49% |
$1.56M - $1.66M
|
31.5K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-28.5K- 18.01% |
$922K - $984K
|
130K
$5.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.9K- 1.65% |
$483K - $515K
|
890K
$36.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.03K- 42.41% |
$292K - $311K
|
12.3K
$506K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 7.97% |
$49K - $52.3K
|
17.5K
$723K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-538- 2.92% |
$17.4K - $18.6K
|
17.9K
$738K
|
|
|
Jul 26, 2023
Q2 2023
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
PUT |
-249- 2.92% |
$8.05K - $8.59K
|
8.27K
$342K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$37.2M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52K- 14.39% |
$80.4K - $90.3K
|
15K
$619K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.14K- 2.1% |
$36.3K - $40.7K
|
52.9K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.2% |
$989 - $1.11K
|
15.8K
$651K
|
|
| Q4 2022 | |||||||
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77K- 95.8% |
$2.33M - $2.72M
|
3.38K
$140K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-58.9K- 1.94% |
$1.78M - $2.08M
|
2.97M
$123M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 50.0% |
$307K - $359K
|
10.2K
$420K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-887- 43.12% |
$26.8K - $31.4K
|
1.17K
$48.3K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-22.3K- 0.29% |
$661K - $776K
|
7.64M
$316M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-6.48K- 33.4% |
$192K - $225K
|
12.9K
$534K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.83% |
$60.5K - $71.1K
|
18.8K
$775K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$43.6K - $51.3K
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-135- 1.55% |
$4K - $4.7K
|
8.6K
$355K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95Closed |
$2.81K - $3.3K
|
0
$0
|
|
|
Nov 22, 2022
Q3 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-48Closed |
$1.42K - $1.67K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5- 0.24% |
$155 - $177
|
2.07K
$85.5K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1- -0.0% |
$30.9 - $35.3
|
26.6K
$1.1M
|
|