Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 2023. 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
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
1.63K
+ 22.78%
$52.5K - $56.1K
8.76K $377K
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.58K
+ 3.46%
$51.1K - $54.5K
47.3K $2.03M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
1.52K
+ 24.95%
$49.1K - $52.4K
7.61K $327K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
1.4K
+ 0.9%
$45.3K - $48.3K
157K $6.77M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.32K
+ 5.5%
$42.6K - $45.5K
25.3K $1.09M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.22K
+ 1.02%
$39.5K - $42.2K
121K $5.19M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.19K
+ 4.95%
$38.3K - $40.9K
25.1K $1.08M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
1.17K
+ 0.1%
$37.7K - $40.2K
1.18M $50.7M
Jul 12, 2023 Q2 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
1.16K
+ 0.39%
$37.3K - $39.8K
294K $12.6M
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
999
+ 5.74%
$32.3K - $34.5K
18.4K $791K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
907
+ 1.65%
$29.3K - $31.3K
56K $2.41M
Aug 07, 2023 Q2 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
885
+ 0.21%
$28.6K - $30.5K
424K $18.2M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
868
+ 0.29%
$28.1K - $29.9K
304K $13.1M
Aug 11, 2023 Q2 2023
Bay Colony Advisory Group, Inc D

BUY
 -
813
+ 5.76%
$26.3K - $28K
14.9K $641K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
781
+ 2.93%
$25.2K - $26.9K
27.4K $1.18M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
781
+ 2.93%
$25.2K - $26.9K
27.4K $1.18M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
657
+ 10.15%
$21.2K - $22.7K
7.13K $307K
Aug 11, 2023 Q2 2023
Monograph Wealth Advisors, LLC

BUY
 -
589
+ 0.09%
$19K - $20.3K
693K $29.8M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
522
New
$16.9K - $18K
522 $22.4K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
500
+ 18.54%
$16.2K - $17.3K
3.2K $137K
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
498
New
$16.1K - $17.2K
498 $21.4K
Jul 14, 2023 Q2 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
471
+ 2.23%
$15.2K - $16.2K
21.6K $929K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
462
New
$14.9K - $15.9K
462 $19.9K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
422
New
$13.6K - $14.6K
422 $18.1K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
399
New
$12.9K - $13.8K
399 $17.2K
Aug 04, 2023 Q2 2023
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
373
+ 0.3%
$12.1K - $12.9K
126K $5.43M
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
340
+ 0.34%
$11K - $11.7K
99.8K $4.29M
Jul 18, 2023 Q2 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
255
+ 3.03%
$8.24K - $8.8K
8.67K $373K
Aug 11, 2023 Q2 2023
Warwick Investment Management, Inc.

BUY
 -
250
+ 0.51%
$8.08K - $8.63K
49.6K $2.13M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
248
+ 108.3%
$8.02K - $8.56K
477 $20.5K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
228
+ 0.33%
$7.37K - $7.87K
68.8K $2.96M
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
189
+ 0.05%
$6.11K - $6.52K
353K $15.2M
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
181
+ 0.51%
$5.85K - $6.24K
36K $1.55M
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
152
+ 0.44%
$4.91K - $5.24K
34.8K $1.5M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
141
+ 0.3%
$4.56K - $4.86K
47.1K $2.03M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
133
+ 0.49%
$4.3K - $4.59K
27.5K $1.18M
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
133
+ 0.51%
$4.3K - $4.59K
26.3K $1.13M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
127
+ 0.06%
$4.1K - $4.38K
222K $9.56M
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
108
+ 0.39%
$3.49K - $3.73K
27.6K $1.19M
Jul 14, 2023 Q2 2023
Shore Point Advisors, LLC

BUY
 -
100
+ 0.95%
$3.23K - $3.45K
10.6K $455K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
97
New
$3.14K - $3.35K
97 $4.17K
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
90
+ 0.2%
$2.91K - $3.11K
45.3K $1.95M
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

BUY
 -
89
+ 0.51%
$2.88K - $3.07K
17.5K $752K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
88
+ 0.43%
$2.84K - $3.04K
20.5K $882K
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
83
+ 0.36%
$2.68K - $2.86K
23.2K $1M
Jul 12, 2023 Q2 2023
Asset Planning Corporation

BUY
 -
82
+ 0.19%
$2.65K - $2.83K
43.9K $1.89M
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
76
+ 0.51%
$2.46K - $2.62K
15K $647K
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

BUY
 -
75
+ 0.06%
$2.42K - $2.59K
134K $5.78M
Sep 05, 2023 Q2 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
71
+ 0.51%
$2.29K - $2.45K
14.1K $607K

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