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 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-175- 0.07% |
$5.92K - $6.33K
|
237K
$10.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 2.26% |
$6.77K - $7.24K
|
8.63K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-211- 0.32% |
$7.14K - $7.64K
|
66.2K
$2.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-260- 0.17% |
$8.8K - $9.41K
|
154K
$6.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-268- 0.07% |
$9.07K - $9.7K
|
391K
$16.7M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-305- 1.79% |
$10.3K - $11K
|
16.7K
$714K
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-307- 0.11% |
$10.4K - $11.1K
|
278K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-310- 0.26% |
$10.5K - $11.2K
|
120K
$5.15M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-315- 0.5% |
$10.7K - $11.4K
|
62.1K
$2.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-317- 1.43% |
$10.7K - $11.5K
|
21.9K
$936K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-325- 0.92% |
$11K - $11.8K
|
35.1K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-327- 13.14% |
$11.1K - $11.8K
|
2.16K
$92.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-330- 2.24% |
$11.2K - $11.9K
|
14.4K
$617K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-330- 0.77% |
$11.2K - $11.9K
|
42.6K
$1.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-347- 8.08% |
$11.7K - $12.6K
|
3.95K
$169K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-351- 1.62% |
$11.9K - $12.7K
|
21.3K
$909K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-401- 2.81% |
$13.6K - $14.5K
|
13.9K
$593K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-417- 5.38% |
$14.1K - $15.1K
|
7.33K
$313K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-422- 1.33% |
$14.3K - $15.3K
|
31.2K
$1.33M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-444- 0.94% |
$15K - $16.1K
|
46.7K
$1.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-463- 0.37% |
$15.7K - $16.8K
|
126K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-477- 0.67% |
$16.1K - $17.3K
|
70.9K
$3.03M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-478- 0.07% |
$16.2K - $17.3K
|
713K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-506- 3.63% |
$17.1K - $18.3K
|
13.4K
$574K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-511- 0.17% |
$17.3K - $18.5K
|
296K
$12.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-525- 1.16% |
$17.8K - $19K
|
44.6K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-606- 2.52% |
$20.5K - $21.9K
|
23.5K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-614- 0.33% |
$20.8K - $22.2K
|
186K
$7.97M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-648- 1.09% |
$21.9K - $23.5K
|
58.5K
$2.5M
|
|
|
Oct 30, 2023
Q3 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-699- 0.56% |
$23.6K - $25.3K
|
125K
$5.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-744- 1.08% |
$25.2K - $26.9K
|
68K
$2.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-756- 5.97% |
$25.6K - $27.4K
|
11.9K
$509K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-832- 1.16% |
$28.1K - $30.1K
|
70.8K
$3.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-867- 2.07% |
$29.3K - $31.4K
|
41K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-934- 5.61% |
$31.6K - $33.8K
|
15.7K
$672K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-947- 2.33% |
$32K - $34.3K
|
39.8K
$1.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-975- 4.4% |
$33K - $35.3K
|
21.2K
$905K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1K- 5.92% |
$33.8K - $36.2K
|
15.9K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-1K- 5.25% |
$33.8K - $36.2K
|
18K
$771K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.05K- 1.85% |
$35.4K - $37.9K
|
55.5K
$2.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.05K- 5.72% |
$35.6K - $38K
|
17.3K
$741K
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
SELL
|
- |
-1.12K- 0.14% |
$37.8K - $40.4K
|
799K
$34.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.16K- 9.54% |
$39.3K - $42.1K
|
11K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.27K- 3.77% |
$43K - $46K
|
32.4K
$1.39M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.36K- 3.78% |
$45.8K - $49K
|
34.5K
$1.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.4K- 0.98% |
$47.4K - $50.7K
|
141K
$6.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.11% |
$48.4K - $51.8K
|
1.3M
$55.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 2.83% |
$49.5K - $52.9K
|
50.1K
$2.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.47K- 0.97% |
$49.7K - $53.2K
|
150K
$6.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.56K- 9.93% |
$52.6K - $56.3K
|
14.1K
$603K
|