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 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.85K+ 0.7% |
$58.9K - $69.2K
|
265K
$11.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.83K+ 6.93% |
$58.3K - $68.4K
|
28.2K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.79K+ 1.77% |
$56.9K - $66.8K
|
103K
$4.42M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.72K+ 0.34% |
$54.8K - $64.3K
|
501K
$21.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54K+ 44.69% |
$49K - $57.5K
|
4.98K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.5K+ 1.56% |
$47.7K - $56K
|
97.6K
$4.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
1.37K+ 0.17% |
$43.8K - $51.4K
|
801K
$34.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.26K+ 4.49% |
$40.1K - $47K
|
29.3K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.41% |
$35.8K - $42K
|
47.8K
$2.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 4.64% |
$35.7K - $41.9K
|
25.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.07K+ 5.05% |
$34K - $39.9K
|
22.2K
$954K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.05K+ 97.86% |
$33.5K - $39.3K
|
2.13K
$91.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.04K+ 2.49% |
$33.1K - $38.8K
|
42.7K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
964+ 0.64% |
$30.7K - $36K
|
151K
$6.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
912+ 3.53% |
$29K - $34.1K
|
26.8K
$1.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
860+ 7.52% |
$27.4K - $32.2K
|
12.3K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
839+ 0.3% |
$26.7K - $31.4K
|
277K
$11.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
817+ 7.66% |
$26K - $30.5K
|
11.5K
$494K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
811New |
$25.8K - $30.3K
|
811
$34.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
787+ 2.58% |
$25.1K - $29.4K
|
31.2K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
755+ 0.42% |
$24K - $28.2K
|
180K
$7.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
676New |
$21.5K - $25.3K
|
676
$29.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
675New |
$21.5K - $25.2K
|
675
$29K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660+ 8.05% |
$21K - $24.7K
|
8.86K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
606New |
$19.3K - $22.7K
|
606
$26.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
594+ 2.51% |
$18.9K - $22.2K
|
24.3K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
540+ 33.58% |
$17.2K - $20.2K
|
2.15K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
522New |
$16.6K - $19.5K
|
522
$22.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$15.9K - $18.7K
|
500
$21.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
494New |
$15.7K - $18.5K
|
494
$21.2K
|
|
|
Feb 08, 2024
Q4 2023
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
490+ 0.23% |
$15.6K - $18.3K
|
210K
$9.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
475+ 6.47% |
$15.1K - $17.8K
|
7.81K
$336K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
447+ 1.88% |
$14.2K - $16.7K
|
24.2K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
404New |
$12.9K - $15.1K
|
404
$17.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
397+ 0.21% |
$12.6K - $14.8K
|
187K
$8.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
376+ 0.13% |
$12K - $14.1K
|
296K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$11.7K - $13.7K
|
366
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
365+ 0.06% |
$11.6K - $13.6K
|
657K
$28.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
246+ 0.16% |
$7.84K - $9.2K
|
155K
$6.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
227New |
$7.23K - $8.49K
|
227
$9.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
207+ 1.19% |
$6.59K - $7.74K
|
17.7K
$760K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$8.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
194+ 0.39% |
$6.18K - $7.25K
|
50K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
181+ 0.33% |
$5.76K - $6.77K
|
55.7K
$2.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
169+ 35.43% |
$5.38K - $6.32K
|
646
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
146+ 0.71% |
$4.65K - $5.46K
|
20.7K
$888K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
144+ 0.42% |
$4.59K - $5.38K
|
34.6K
$1.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
117+ 0.34% |
$3.73K - $4.37K
|
34.9K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
99+ 0.08% |
$3.15K - $3.7K
|
125K
$5.37M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
86+ 0.58% |
$2.74K - $3.22K
|
14.8K
$638K
|