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 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.47K- 2.46% |
$134K - $145K
|
138K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.5K- 29.01% |
$135K - $146K
|
8.57K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-3.53K- 8.7% |
$136K - $147K
|
37.1K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.59K- 2.56% |
$138K - $150K
|
137K
$5.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.72K- 1.81% |
$143K - $155K
|
202K
$8.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-3.76K- 0.99% |
$145K - $157K
|
377K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.9K- 7.82% |
$150K - $162K
|
45.9K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.92K- 24.02% |
$151K - $163K
|
12.4K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4.21K- 0.53% |
$162K - $175K
|
786K
$33.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-4.38K- 0.89% |
$169K - $182K
|
490K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.68K- 34.64% |
$180K - $195K
|
8.83K
$378K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.08K- 1.6% |
$196K - $212K
|
313K
$13.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.58K- 1.13% |
$215K - $233K
|
490K
$20.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-5.85K- 9.52% |
$225K - $244K
|
55.6K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-6.06K- 2.78% |
$233K - $253K
|
212K
$9.05M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.39K- 35.15% |
$246K - $266K
|
11.8K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.41K- 39.71% |
$247K - $267K
|
9.73K
$416K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.49K- 0.49% |
$250K - $271K
|
1.31M
$56.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.56K- 8.38% |
$253K - $274K
|
71.8K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.62K- 4.11% |
$255K - $276K
|
154K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.71K- 11.28% |
$258K - $280K
|
52.8K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-6.74K- 7.86% |
$260K - $281K
|
79.1K
$3.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.13K- 3.27% |
$275K - $297K
|
211K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.32K- 4.84% |
$282K - $305K
|
144K
$6.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-7.47K- 1.82% |
$288K - $312K
|
404K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7.5K- 1.04% |
$289K - $313K
|
714K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.5K- 2.08% |
$289K - $313K
|
354K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-9.55K- 1.96% |
$368K - $398K
|
478K
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-10.8K- 1.52% |
$416K - $450K
|
702K
$30M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.9K- 18.41% |
$419K - $453K
|
48.2K
$2.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.2K- 1.81% |
$431K - $467K
|
609K
$26M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-11.5K- 1.61% |
$441K - $477K
|
698K
$29.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-11.5K- 14.92% |
$443K - $480K
|
65.6K
$2.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.5K- 1.69% |
$443K - $480K
|
668K
$28.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-11.8K- 1.2% |
$453K - $490K
|
968K
$41.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-12.1K- 0.66% |
$467K - $506K
|
1.84M
$78.5M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-12.7K- 1.4% |
$490K - $530K
|
895K
$38.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.6K- 0.92% |
$525K - $569K
|
1.46M
$62.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-14.1K- 0.76% |
$541K - $586K
|
1.82M
$77.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-15.4K- 1.53% |
$592K - $641K
|
989K
$42.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17.6K- 56.57% |
$677K - $733K
|
13.5K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17.7K- 50.0% |
$680K - $736K
|
17.7K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.1K- 2.45% |
$695K - $753K
|
719K
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-18.3K- 0.52% |
$705K - $763K
|
3.47M
$148M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-18.7K- 3.2% |
$720K - $780K
|
566K
$24.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.5K- 80.68% |
$788K - $853K
|
4.9K
$209K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.5K- 80.68% |
$788K - $853K
|
4.9K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-21.6K- 3.96% |
$831K - $900K
|
524K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.5K- 26.45% |
$903K - $978K
|
65.2K
$2.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25K- 12.24% |
$961K - $1.04M
|
179K
$7.65M
|