Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.62M+ 7069.81% |
$224M - $240M
|
6.71M
$289M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.57M+ 17123.94% |
$121M - $129M
|
3.59M
$155M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.43M+ 15.93% |
$82.3M - $88M
|
17.7M
$761M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.12M+ 567.01% |
$71.8M - $76.8M
|
2.5M
$107M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59M+ 9.83% |
$53.7M - $57.4M
|
17.7M
$762M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.07M+ 7.76% |
$36.2M - $38.7M
|
14.9M
$639M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
395K+ 22.57% |
$13.3M - $14.3M
|
2.14M
$92.1M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
229K+ 26.21% |
$7.74M - $8.28M
|
1.1M
$47.4M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
224K+ 581.24% |
$7.59M - $8.12M
|
263K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
200KNew |
$6.78M - $7.25M
|
200K
$8.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102K+ 14.58% |
$3.44M - $3.68M
|
799K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100K+ 27.06% |
$3.39M - $3.62M
|
470K
$20.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
93.2K+ 5.24% |
$3.15M - $3.37M
|
1.87M
$80.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
87.7KNew |
$2.97M - $3.17M
|
87.7K
$3.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.8K+ 44.49% |
$2.87M - $3.07M
|
275K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
84.6K+ 34.56% |
$2.86M - $3.06M
|
329K
$14.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
75.4K+ 54.51% |
$2.55M - $2.73M
|
214K
$9.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75.4K+ 69.81% |
$2.55M - $2.73M
|
183K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57.9K+ 43.91% |
$1.96M - $2.1M
|
190K
$8.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
56.9K+ 101.53% |
$1.92M - $2.06M
|
113K
$4.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.5K+ 261.17% |
$1.74M - $1.86M
|
71.2K
$3.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
42.8K+ 671.0% |
$1.45M - $1.55M
|
49.1K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.3K+ 65.44% |
$1.36M - $1.46M
|
102K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
39.9K+ 10.4% |
$1.35M - $1.45M
|
424K
$18.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
39K+ 1.82% |
$1.32M - $1.41M
|
2.18M
$93.9M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
38.5K+ 45.86% |
$1.3M - $1.39M
|
122K
$5.27M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
37.5K+ 5.72% |
$1.27M - $1.36M
|
693K
$29.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.8K+ 1.57% |
$1.08M - $1.15M
|
2.06M
$88.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
29.2K+ 4.2% |
$988K - $1.06M
|
724K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.4K+ 9.34% |
$960K - $1.03M
|
332K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
28.3K+ 38.96% |
$958K - $1.03M
|
101K
$4.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
27.4K+ 20.17% |
$926K - $990K
|
163K
$7.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25.8KNew |
$874K - $935K
|
25.8K
$1.11M
|
|
|
Oct 05, 2023
Q3 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
24.5K+ 0.54% |
$829K - $887K
|
4.6M
$198M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
23.4K+ 13.39% |
$793K - $848K
|
198K
$8.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22.6K+ 4.1% |
$764K - $818K
|
574K
$24.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 3.25% |
$762K - $815K
|
716K
$30.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
21.2KNew |
$716K - $766K
|
21.2K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
20.9K+ 3.75% |
$708K - $757K
|
580K
$24.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 1.64% |
$625K - $669K
|
1.15M
$49.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
18.2KNew |
$615K - $658K
|
18.2K
$782K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
17.9K+ 4.39% |
$606K - $648K
|
426K
$18.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.9K+ 2.35% |
$573K - $613K
|
738K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.9K+ 33.76% |
$539K - $576K
|
63.1K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.6K+ 1.91% |
$527K - $564K
|
830K
$35.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.5KNew |
$523K - $559K
|
15.5K
$664K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
13.7K+ 8.57% |
$464K - $496K
|
174K
$7.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
13.7K+ 3433.83% |
$464K - $496K
|
14.1K
$606K
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
13.7K+ 7.94% |
$463K - $496K
|
186K
$8M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.2K+ 18.83% |
$447K - $478K
|
83.4K
$3.59M
|