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 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 3.58% |
$378K - $404K
|
301K
$12.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-11.2K- 42.37% |
$379K - $406K
|
15.2K
$651K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-11.8K- 14.64% |
$398K - $426K
|
68.6K
$2.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-12K- 1.59% |
$404K - $433K
|
738K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-12.4K- 1.51% |
$419K - $449K
|
808K
$34.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-13.5K- 3.18% |
$455K - $487K
|
410K
$17.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-13.7K- 2.42% |
$464K - $497K
|
553K
$23.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-14.8K- 28.27% |
$500K - $535K
|
37.5K
$1.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-15.3K- 1.43% |
$519K - $555K
|
1.05M
$45.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-15.4K- 1.01% |
$522K - $558K
|
1.51M
$64.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.3K- 9.8% |
$586K - $627K
|
160K
$6.82M
|
|
|
Feb 07, 2024
Q3 2023
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-18.2K- 7.97% |
$614K - $657K
|
210K
$8.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-18.2K- 1.23% |
$617K - $660K
|
1.47M
$62.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-18.5K- 18.63% |
$626K - $670K
|
80.8K
$3.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-19.1K- 5.3% |
$647K - $692K
|
342K
$14.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-19.7K- 2.84% |
$666K - $712K
|
674K
$28.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-20.2K- 2.64% |
$684K - $731K
|
745K
$31.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-20.5K- 21.65% |
$693K - $741K
|
74.1K
$3.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-21.7K- 3.82% |
$733K - $784K
|
545K
$23.3M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-22.5K- 2.33% |
$761K - $814K
|
941K
$40.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-23.1K- 1.13% |
$782K - $837K
|
2.02M
$86.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-25.6K- 0.18% |
$867K - $928K
|
14.5M
$622M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-29.3K- 1.74% |
$991K - $1.06M
|
1.65M
$70.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.5K- 35.47% |
$996K - $1.07M
|
53.6K
$2.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-30.1K- 27.55% |
$1.02M - $1.09M
|
79.1K
$3.38M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-32.2K- 20.26% |
$1.09M - $1.17M
|
127K
$5.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-33.9K- 24.04% |
$1.15M - $1.23M
|
107K
$4.58M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35.8K- 2.59% |
$1.21M - $1.29M
|
1.34M
$57.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-36.8K- 0.84% |
$1.24M - $1.33M
|
4.32M
$185M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-37.9K- 9.81% |
$1.28M - $1.37M
|
348K
$14.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-49.9K- 0.73% |
$1.69M - $1.81M
|
6.81M
$291M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 46.17% |
$1.7M - $1.82M
|
58.6K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-51.7K- 4.14% |
$1.75M - $1.87M
|
1.2M
$51.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-58K- 4.05% |
$1.96M - $2.1M
|
1.37M
$58.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-59K- 3.03% |
$2M - $2.14M
|
1.89M
$80.7M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-64.6K- 7.16% |
$2.19M - $2.34M
|
838K
$35.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-73.7K- 0.66% |
$2.49M - $2.67M
|
11.1M
$476M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-73.8K- 1.05% |
$2.5M - $2.67M
|
6.93M
$296M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-88.2K- 17.57% |
$2.98M - $3.19M
|
414K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-114K- 1.95% |
$3.87M - $4.14M
|
5.76M
$246M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-135K- 5.78% |
$4.56M - $4.88M
|
2.2M
$93.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-153K- 28.47% |
$5.18M - $5.54M
|
385K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-220K- 15.92% |
$7.43M - $7.95M
|
1.16M
$49.6M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-603K- 96.37% |
$20.4M - $21.8M
|
22.7K
$969K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.17M- 85.26% |
$73.3M - $78.4M
|
375K
$16M
|