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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.64K+ 7.43% |
$179K - $193K
|
67.1K
$2.87M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.63K+ 0.74% |
$178K - $193K
|
631K
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.07K+ 1.18% |
$157K - $170K
|
349K
$14.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.91K+ 2.6% |
$150K - $163K
|
154K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.89KNew |
$150K - $162K
|
3.89K
$166K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.75K+ 0.2% |
$145K - $156K
|
1.9M
$81.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.68KNew |
$142K - $153K
|
3.68K
$157K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
3.66K+ 15.14% |
$141K - $152K
|
27.8K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 23.93% |
$133K - $144K
|
17.8K
$762K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.29K+ 1.06% |
$127K - $137K
|
314K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3K+ 14.51% |
$116K - $125K
|
23.7K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 9.12% |
$111K - $120K
|
34.4K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.87K+ 36.8% |
$110K - $119K
|
10.7K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.35K+ 0.74% |
$90.4K - $97.8K
|
321K
$13.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.26K+ 0.89% |
$87K - $94.2K
|
257K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.24KNew |
$86.4K - $93.6K
|
2.24K
$95.9K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.03K+ 3386.67% |
$78.3K - $84.7K
|
2.09K
$89.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 13.91% |
$75.2K - $81.5K
|
16K
$684K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.8K+ 6.05% |
$69.2K - $75K
|
31.5K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.77K+ 0.46% |
$68.1K - $73.7K
|
384K
$16.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 0.64% |
$66.2K - $71.7K
|
269K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63KNew |
$62.7K - $67.9K
|
1.63K
$69.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.51K+ 0.92% |
$58K - $62.8K
|
165K
$7.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.44K+ 13.75% |
$55.5K - $60.1K
|
11.9K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.42K+ 1.44% |
$54.5K - $59K
|
100K
$4.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.41K+ 4.48% |
$54.2K - $58.7K
|
32.8K
$1.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.29K+ 7.3% |
$49.6K - $53.7K
|
18.9K
$809K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.23K+ 8.88% |
$47.4K - $51.3K
|
15.1K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.22K+ 3.2% |
$47.1K - $51K
|
39.5K
$1.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 3.46% |
$46.6K - $50.5K
|
36.2K
$1.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.21KNew |
$46.5K - $50.3K
|
1.21K
$51.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.17K+ 2.59% |
$44.9K - $48.6K
|
46.1K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.12K+ 0.25% |
$43K - $46.5K
|
445K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.1K+ 4.98% |
$42.4K - $45.9K
|
23.2K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.04K+ 0.14% |
$40.1K - $43.4K
|
753K
$32.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1K+ 0.42% |
$38.6K - $41.8K
|
238K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
976+ 11.6% |
$37.6K - $40.7K
|
9.39K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
950+ 5.67% |
$36.6K - $39.6K
|
17.7K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
940+ 7.69% |
$36.2K - $39.2K
|
13.2K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
914+ 1.29% |
$35.2K - $38.1K
|
72K
$3.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
796+ 0.07% |
$30.7K - $33.2K
|
1.09M
$46.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
774+ 2.61% |
$29.8K - $32.3K
|
30.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
738+ 13.4% |
$28.4K - $30.8K
|
6.25K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
716New |
$27.6K - $29.9K
|
716
$30.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
632New |
$24.3K - $26.3K
|
632
$27K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
621New |
$23.9K - $25.9K
|
621
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
601+ 2.23% |
$23.1K - $25.1K
|
27.6K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
524New |
$20.2K - $21.8K
|
524
$22.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
460+ 0.46% |
$17.7K - $19.2K
|
100K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
414New |
$15.9K - $17.3K
|
414
$17.7K
|