Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.46M+ 13.87% |
$78.2M - $91.8M
|
20.2M
$867M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.94MNew |
$61.7M - $72.4M
|
1.94M
$83.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88M+ 10.59% |
$59.8M - $70.2M
|
19.6M
$843M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.51MNew |
$48.1M - $56.4M
|
1.51M
$64.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.41M+ 9.5% |
$45M - $52.8M
|
16.3M
$700M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
778KNew |
$24.8M - $29.1M
|
778K
$33.5M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
774KNew |
$24.6M - $28.9M
|
774K
$33.3M
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
595KNew |
$18.9M - $22.2M
|
595K
$25.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
501KNew |
$16M - $18.7M
|
501K
$21.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
404KNew |
$12.9M - $15.1M
|
404K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
379K+ 707.7% |
$12.1M - $14.2M
|
433K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
293KNew |
$9.35M - $11M
|
293K
$12.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
287K+ 41.41% |
$9.15M - $10.7M
|
981K
$42.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
239KNew |
$7.61M - $8.93M
|
239K
$10.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
237K+ 10.8% |
$7.56M - $8.87M
|
2.43M
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
205K+ 191.31% |
$6.53M - $7.66M
|
312K
$13.4M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
193KNew |
$6.15M - $7.22M
|
193K
$8.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
193K+ 10.29% |
$6.14M - $7.2M
|
2.07M
$88.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
186KNew |
$5.93M - $6.96M
|
186K
$8.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
180KNew |
$5.73M - $6.73M
|
180K
$7.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
167K+ 7763.48% |
$5.32M - $6.25M
|
169K
$7.28M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
160KNew |
$5.1M - $5.99M
|
160K
$6.89M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
159K+ 14.44% |
$5.07M - $5.95M
|
1.26M
$54.2M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
145KNew |
$4.61M - $5.41M
|
145K
$6.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
128K+ 38.96% |
$4.09M - $4.8M
|
458K
$19.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
104KNew |
$3.31M - $3.89M
|
104K
$4.47M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
99.8KNew |
$3.18M - $3.73M
|
99.8K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
98.9KNew |
$3.15M - $3.7M
|
98.9K
$4.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
79.1KNew |
$2.52M - $2.96M
|
79.1K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73.8K+ 1.28% |
$2.35M - $2.76M
|
5.83M
$251M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
70K+ 291.27% |
$2.23M - $2.62M
|
94K
$4.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
68.4KNew |
$2.18M - $2.56M
|
68.4K
$2.94M
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
66.5K+ 6.06% |
$2.12M - $2.49M
|
1.17M
$50.1M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
60.7KNew |
$1.93M - $2.27M
|
60.7K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
60.4KNew |
$1.92M - $2.26M
|
60.4K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
59.5KNew |
$1.9M - $2.23M
|
59.5K
$2.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
58.3K+ 2.67% |
$1.86M - $2.18M
|
2.24M
$96.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
58.1K+ 9.82% |
$1.85M - $2.17M
|
650K
$27.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
47.4K+ 29.06% |
$1.51M - $1.77M
|
210K
$9.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
44.9KNew |
$1.43M - $1.68M
|
44.9K
$1.93M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
44.8K+ 14.4% |
$1.43M - $1.68M
|
356K
$15.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
44.6K+ 90.74% |
$1.42M - $1.67M
|
93.7K
$4.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.8K+ 4.8% |
$1.27M - $1.49M
|
870K
$37.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
36.5K+ 100.77% |
$1.16M - $1.36M
|
72.6K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
33.5KNew |
$1.07M - $1.25M
|
33.5K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.9KNew |
$953K - $1.12M
|
29.9K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
29.8K+ 443.06% |
$949K - $1.11M
|
36.5K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
28.8K+ 20.45% |
$918K - $1.08M
|
170K
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.4KNew |
$874K - $1.03M
|
27.4K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.6K+ 14.5% |
$847K - $994K
|
210K
$9.03M
|