Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17M+ 12.3% |
$122M - $129M
|
29M
$1.25B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.13M+ 13.05% |
$121M - $128M
|
27.1M
$1.17B
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.77M+ 10.67% |
$68.2M - $72.1M
|
18.4M
$789M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.43M+ 34.36% |
$55.2M - $58.4M
|
5.61M
$241M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.07M+ 965.82% |
$41.3M - $43.7M
|
1.18M
$50.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
952KNew |
$36.7M - $38.8M
|
952K
$40.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
307K+ 46.39% |
$11.8M - $12.5M
|
969K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
251K+ 156.94% |
$9.68M - $10.2M
|
411K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
215K+ 36.31% |
$8.29M - $8.77M
|
808K
$34.7M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
181KNew |
$6.98M - $7.38M
|
181K
$7.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
176KNew |
$6.79M - $7.18M
|
176K
$7.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
169K+ 14.29% |
$6.53M - $6.91M
|
1.36M
$58.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
139KNew |
$5.35M - $5.66M
|
139K
$5.97M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
126K+ 56.1% |
$4.85M - $5.13M
|
350K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
112K+ 1.87% |
$4.31M - $4.56M
|
6.09M
$262M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
109KNew |
$4.19M - $4.44M
|
109K
$4.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
104K+ 4.89% |
$4.02M - $4.25M
|
2.24M
$96.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
93.3K+ 5.93% |
$3.59M - $3.8M
|
1.67M
$71.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
84.4K+ 7.76% |
$3.25M - $3.44M
|
1.17M
$50.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83K+ 7.77% |
$3.2M - $3.38M
|
1.15M
$49.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
80.6K+ 49.85% |
$3.11M - $3.29M
|
242K
$10.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
67.8K+ 6.64% |
$2.61M - $2.76M
|
1.09M
$46.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62.9K+ 288.23% |
$2.42M - $2.57M
|
84.8K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
62.3K+ 14.42% |
$2.4M - $2.54M
|
494K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.4K+ 1.16% |
$2.21M - $2.34M
|
5.01M
$215M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
55.7K+ 16.69% |
$2.15M - $2.27M
|
389K
$16.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
54.8K+ 188.86% |
$2.11M - $2.23M
|
83.8K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
52.7K+ 2.49% |
$2.03M - $2.15M
|
2.17M
$93.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
46.3K+ 7.8% |
$1.79M - $1.89M
|
641K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
41.3K+ 3.17% |
$1.59M - $1.68M
|
1.34M
$57.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
40.3K+ 1.17% |
$1.55M - $1.64M
|
3.49M
$150M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
36.4KNew |
$1.4M - $1.48M
|
36.4K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28.8K+ 1.54% |
$1.11M - $1.17M
|
1.9M
$81.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
28.4KNew |
$1.1M - $1.16M
|
28.4K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
28.1K+ 10.1% |
$1.08M - $1.15M
|
306K
$13.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
27.8K+ 12.63% |
$1.07M - $1.13M
|
248K
$10.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
27.2K+ 6.61% |
$1.05M - $1.11M
|
439K
$18.9M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26KNew |
$1M - $1.06M
|
26K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.6K+ 18.96% |
$985K - $1.04M
|
160K
$6.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.9K+ 39.37% |
$959K - $1.01M
|
88.1K
$3.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
23.7K+ 5.4% |
$913K - $965K
|
463K
$19.9M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
23.2KNew |
$894K - $946K
|
23.2K
$998K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
22.4KNew |
$863K - $912K
|
22.4K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.8KNew |
$840K - $889K
|
21.8K
$938K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
20.6K+ 37.7% |
$792K - $838K
|
75.1K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$683K - $723K
|
17.7K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
17.7K+ 100.0% |
$681K - $720K
|
35.3K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
17.1K+ 1.31% |
$660K - $698K
|
1.33M
$57.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 1.74% |
$621K - $657K
|
945K
$40.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
15.7K+ 8.64% |
$604K - $639K
|
197K
$8.48M
|