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
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-149- 0.18% |
$5.74K - $6.21K
|
84.6K
$3.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-150- 1.8% |
$5.78K - $6.25K
|
8.18K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-191- 1.28% |
$7.36K - $7.96K
|
14.7K
$628K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-197- 2.27% |
$7.59K - $8.21K
|
8.47K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-200- 3.71% |
$7.7K - $8.34K
|
5.19K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-200- 0.63% |
$7.7K - $8.34K
|
31.5K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-203- 0.14% |
$7.82K - $8.46K
|
142K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-210- 2.17% |
$8.09K - $8.75K
|
9.48K
$405K
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-217- 0.75% |
$8.36K - $9.05K
|
28.8K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-224- 0.22% |
$8.63K - $9.34K
|
100K
$4.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-237- 13.07% |
$9.13K - $9.88K
|
1.58K
$67.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 4.03% |
$10.4K - $11.2K
|
6.41K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-270- 2.29% |
$10.4K - $11.3K
|
11.5K
$492K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-272- 1.32% |
$10.5K - $11.3K
|
20.4K
$871K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-272- 0.28% |
$10.5K - $11.3K
|
98.1K
$4.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-277- 2.35% |
$10.7K - $11.5K
|
11.5K
$492K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-285- 1.94% |
$11K - $11.9K
|
14.4K
$617K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-312- 0.23% |
$12K - $13K
|
137K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-325- 1.29% |
$12.5K - $13.5K
|
24.8K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-325- 2.86% |
$12.5K - $13.5K
|
11K
$472K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-361- 0.56% |
$13.9K - $15.1K
|
64.3K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-362- 0.6% |
$13.9K - $15.1K
|
60.4K
$2.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-364- 0.72% |
$14K - $15.2K
|
50.2K
$2.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-365- 2.13% |
$14.1K - $15.2K
|
16.8K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-387- 5.67% |
$14.9K - $16.1K
|
6.43K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 0.77% |
$15.4K - $16.7K
|
51.3K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-405- 1.1% |
$15.6K - $16.9K
|
36.6K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-450- 1.41% |
$17.3K - $18.8K
|
31.5K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-493- 0.73% |
$19K - $20.6K
|
67.4K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-500- 1.02% |
$19.3K - $20.8K
|
48.3K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-519- 0.36% |
$20K - $21.6K
|
146K
$6.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-528- 3.12% |
$20.3K - $22K
|
16.4K
$701K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-567- 0.26% |
$21.8K - $23.6K
|
218K
$9.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-595- 0.52% |
$22.9K - $24.8K
|
114K
$4.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-650- 0.96% |
$25K - $27.1K
|
67.4K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-666- 3.14% |
$25.6K - $27.8K
|
20.6K
$879K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-678- 0.66% |
$26.1K - $28.3K
|
102K
$4.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-681- 0.45% |
$26.2K - $28.4K
|
150K
$6.42M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-700- 6.74% |
$27K - $29.2K
|
9.69K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-700- 2.98% |
$27K - $29.2K
|
22.8K
$975K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-715- 1.15% |
$27.5K - $29.8K
|
61.3K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-724- 1.44% |
$27.9K - $30.2K
|
49.5K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-758- 0.13% |
$29.2K - $31.6K
|
585K
$25M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-763- 1.51% |
$29.4K - $31.8K
|
49.9K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-786- 0.61% |
$30.3K - $32.8K
|
129K
$5.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-794- 2.81% |
$30.6K - $33.1K
|
27.5K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-848- 7.27% |
$32.7K - $35.4K
|
10.8K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-861- 6.36% |
$33.2K - $35.9K
|
12.7K
$542K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-872- 2.71% |
$33.6K - $36.4K
|
31.4K
$1.34M
|