Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
14K+ 12.9% |
$541K - $585K
|
123K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14KNew |
$539K - $583K
|
14K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.9K+ 19.33% |
$536K - $580K
|
85.9K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
13.7K+ 5.65% |
$527K - $571K
|
256K
$10.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
13.6K+ 153.94% |
$523K - $566K
|
22.4K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4K+ 59.01% |
$517K - $560K
|
36.2K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$498K - $540K
|
12.9K
$553K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12K+ 3.44% |
$464K - $502K
|
362K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12K+ 7.53% |
$461K - $499K
|
171K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.4K+ 2.39% |
$440K - $476K
|
490K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
11.2K+ 1.44% |
$430K - $465K
|
784K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.8K+ 1.12% |
$417K - $451K
|
980K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.8K+ 9.33% |
$417K - $451K
|
127K
$5.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
10.8K+ 146.81% |
$415K - $449K
|
18.1K
$774K
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
9.08K+ 1.15% |
$350K - $378K
|
795K
$34M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.98KNew |
$346K - $374K
|
8.98K
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.86K+ 93.75% |
$341K - $370K
|
18.3K
$783K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.45K+ 3.25% |
$325K - $352K
|
268K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
7.83K+ 0.59% |
$302K - $327K
|
1.34M
$57.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.76K+ 20.65% |
$299K - $323K
|
45.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.66K+ 8.69% |
$295K - $319K
|
95.8K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.41KNew |
$285K - $309K
|
7.41K
$317K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$285K - $308K
|
7.4K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
7.21K+ 8.6% |
$278K - $300K
|
91K
$3.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
7.15KNew |
$275K - $298K
|
7.15K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
6.97K+ 95.86% |
$268K - $290K
|
14.2K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6.97KNew |
$268K - $290K
|
6.97K
$298K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.71K+ 1.28% |
$258K - $280K
|
532K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
6.65KNew |
$256K - $277K
|
6.65K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6.51K+ 1.69% |
$251K - $271K
|
392K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.37K+ 34.64% |
$245K - $265K
|
24.7K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.17KNew |
$238K - $257K
|
6.17K
$264K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
6.09KNew |
$234K - $254K
|
6.09K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.05KNew |
$233K - $252K
|
6.05K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
5.57K+ 1.4% |
$215K - $232K
|
404K
$17.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.52KNew |
$213K - $230K
|
5.52K
$236K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.35KNew |
$206K - $223K
|
5.35K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
5.27KNew |
$203K - $220K
|
5.27K
$225K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
5.19K+ 6.64% |
$200K - $216K
|
83.3K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.16K+ 1.4% |
$199K - $215K
|
373K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.11KNew |
$197K - $213K
|
5.11K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
5.06KNew |
$195K - $211K
|
5.06K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.97K+ 2.82% |
$191K - $207K
|
181K
$7.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.94KNew |
$190K - $206K
|
4.94K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.93KNew |
$190K - $205K
|
4.93K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
4.92KNew |
$189K - $205K
|
4.92K
$210K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4.88KNew |
$188K - $203K
|
4.88K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.87KNew |
$187K - $203K
|
4.87K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.81K+ 5.38% |
$185K - $201K
|
94.3K
$4.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.75K+ 6.06% |
$183K - $198K
|
83.1K
$3.55M
|