Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| 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
$577K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-333- 3.95% |
$12.1K - $13.6K
|
8.1K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-341- 0.2% |
$12.4K - $13.9K
|
172K
$7.33M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-368- 1.19% |
$13.3K - $15.1K
|
30.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-378- 2.62% |
$13.7K - $15.5K
|
14K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-389- 3.13% |
$14.1K - $15.9K
|
12K
$512K
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-394- 1.53% |
$14.3K - $16.1K
|
25.4K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-415- 0.33% |
$15K - $17K
|
125K
$5.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-428- 0.06% |
$15.5K - $17.5K
|
768K
$32.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-434- 0.7% |
$15.7K - $17.8K
|
61.6K
$2.62M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 8.09% |
$16.2K - $18.3K
|
5.09K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-472- 1.83% |
$17.1K - $19.3K
|
25.4K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-476- 1.43% |
$17.2K - $19.5K
|
32.9K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-490- 2.62% |
$17.7K - $20K
|
18.2K
$776K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$997K
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-517- 1.49% |
$18.7K - $21.1K
|
34.3K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-517- 24.68% |
$18.7K - $21.1K
|
1.58K
$67.2K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-518- 0.36% |
$18.8K - $21.2K
|
143K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-586- 3.56% |
$21.2K - $24K
|
15.9K
$677K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-643- 5.65% |
$23.3K - $26.3K
|
10.7K
$457K
|
|
|
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
$319K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-725- 8.3% |
$26.3K - $29.7K
|
8.01K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-753- 1.59% |
$27.3K - $30.8K
|
46.6K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-763- 2.13% |
$27.6K - $31.2K
|
35K
$1.49M
|
|
|
Apr 29, 2024
Q1 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-766- 0.36% |
$27.7K - $31.3K
|
210K
$8.93M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-783- 15.71% |
$28.4K - $32K
|
4.2K
$179K
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-852- 0.33% |
$30.9K - $34.8K
|
254K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-859- 1.44% |
$31.1K - $35.1K
|
58.7K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-908- 3.87% |
$32.9K - $37.1K
|
22.6K
$961K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-979- 1.61% |
$35.5K - $40K
|
59.7K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.06K- 0.85% |
$38.3K - $43.2K
|
123K
$5.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.2K- 1.72% |
$43.5K - $49.1K
|
68.7K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.26K- 0.81% |
$45.5K - $51.3K
|
153K
$6.53M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.35K- 4.16% |
$48.8K - $55.1K
|
31.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.37K- 0.23% |
$49.5K - $56K
|
589K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.47K- 1.43% |
$53.4K - $60.2K
|
101K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-1.52K- 1.7% |
$54.9K - $62K
|
88K
$3.75M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.57K- 27.71% |
$56.8K - $64.1K
|
4.09K
$174K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.59K- 9.49% |
$57.4K - $64.9K
|
15.1K
$644K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.63K- 1.31% |
$59.2K - $66.8K
|
123K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.65K- 2.2% |
$59.7K - $67.4K
|
73.1K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-1.7K- 3.77% |
$61.4K - $69.3K
|
43.2K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.72K- 0.34% |
$62.3K - $70.3K
|
500K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 2.69% |
$63.2K - $71.4K
|
63.2K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$236K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.94K- 0.36% |
$70.3K - $79.4K
|
530K
$22.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-2.01K- 5.53% |
$72.8K - $82.2K
|
34.3K
$1.46M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.07K- 15.37% |
$74.8K - $84.5K
|
11.4K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.09K- 6.2% |
$75.8K - $85.6K
|
31.7K
$1.35M
|