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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
363+ 23.0% |
$14K - $15.1K
|
1.94K
$83K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
361+ 0.08% |
$13.9K - $15.1K
|
440K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
336New |
$12.9K - $14K
|
336
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
336New |
$12.9K - $14K
|
336
$14.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
299+ 0.03% |
$11.5K - $12.5K
|
898K
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
296+ 0.61% |
$11.4K - $12.3K
|
49.2K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
261+ 1.37% |
$10.1K - $10.9K
|
19.3K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
235+ 0.34% |
$9.05K - $9.8K
|
68.9K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
206+ 2.19% |
$7.93K - $8.59K
|
9.63K
$412K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
201+ 0.43% |
$7.74K - $8.38K
|
46.6K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
183+ 0.79% |
$7.05K - $7.63K
|
23.4K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
165+ 0.17% |
$6.35K - $6.88K
|
98.2K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.37% |
$6.12K - $6.63K
|
43.1K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
154+ 2.95% |
$5.93K - $6.42K
|
5.38K
$230K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
130+ 0.37% |
$5.01K - $5.42K
|
35.2K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
126+ 2.23% |
$4.85K - $5.25K
|
5.77K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
124+ 0.03% |
$4.78K - $5.17K
|
409K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
119+ 0.25% |
$4.58K - $4.96K
|
48.2K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
115+ 0.4% |
$4.43K - $4.79K
|
28.6K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
106+ 2.36% |
$4.08K - $4.42K
|
4.6K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
101+ 0.39% |
$3.89K - $4.21K
|
26.1K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
95+ 0.2% |
$3.66K - $3.96K
|
47.9K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
92+ 0.33% |
$3.54K - $3.84K
|
28.1K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
86+ 1.5% |
$3.31K - $3.59K
|
5.81K
$248K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
74+ 0.41% |
$2.85K - $3.09K
|
17.9K
$766K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
74+ 0.08% |
$2.85K - $3.09K
|
98.2K
$4.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
71+ 0.3% |
$2.73K - $2.96K
|
23.4K
$1M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
65+ 0.42% |
$2.5K - $2.71K
|
15.4K
$657K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
64+ 0.16% |
$2.46K - $2.67K
|
40.7K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 0.31% |
$2.46K - $2.67K
|
20.9K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
61+ 0.02% |
$2.35K - $2.54K
|
317K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59+ 0.37% |
$2.27K - $2.46K
|
15.9K
$681K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
57+ 0.16% |
$2.2K - $2.38K
|
36.7K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 0.43% |
$2.16K - $2.33K
|
13.1K
$561K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
56+ 0.03% |
$2.16K - $2.33K
|
161K
$6.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
50+ 0.32% |
$1.93K - $2.08K
|
15.7K
$671K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.23% |
$1.89K - $2.04K
|
21K
$899K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 0.42% |
$1.81K - $1.96K
|
11.3K
$482K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
46+ 0.17% |
$1.77K - $1.92K
|
26.4K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
46+ 0.43% |
$1.77K - $1.92K
|
10.8K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
42+ 0.15% |
$1.62K - $1.75K
|
28.5K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38+ 0.43% |
$1.46K - $1.58K
|
8.89K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35New |
$1.35K - $1.46K
|
35
$1.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
33+ 0.42% |
$1.27K - $1.38K
|
7.9K
$338K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
33+ 0.42% |
$1.27K - $1.38K
|
7.91K
$338K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
32+ 0.28% |
$1.23K - $1.33K
|
11.4K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
30+ 0.42% |
$1.16K - $1.25K
|
7.19K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
29+ 0.42% |
$1.12K - $1.21K
|
6.87K
$293K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27+ 0.21% |
$1.04K - $1.13K
|
13.2K
$563K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
26+ 0.43% |
$1K - $1.08K
|
6.03K
$258K
|