Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
373+ 4.71% |
$15.1K - $16.5K
|
8.29K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 0.82% |
$13K - $14.3K
|
39.8K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
278+ 7.14% |
$11.2K - $12.3K
|
4.17K
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
275+ 1.45% |
$11.1K - $12.2K
|
19.3K
$739K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
266+ 50.76% |
$10.7K - $11.8K
|
790
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261+ 0.31% |
$10.5K - $11.6K
|
83.4K
$3.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
244+ 9.04% |
$9.85K - $10.8K
|
2.94K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
241+ 0.35% |
$9.73K - $10.7K
|
69.1K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
237+ 1.8% |
$9.57K - $10.5K
|
13.4K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
213+ 0.57% |
$8.6K - $9.45K
|
37.3K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.78% |
$8.08K - $8.87K
|
25.7K
$985K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 3.9% |
$8.04K - $8.83K
|
5.31K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
196New |
$7.91K - $8.69K
|
196
$7.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$7.47K - $8.2K
|
185
$7.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175+ 3.29% |
$7.07K - $7.76K
|
5.5K
$211K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
171+ 4.85% |
$6.9K - $7.58K
|
3.69K
$142K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.37% |
$6.42K - $7.05K
|
43.3K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
157+ 0.24% |
$6.34K - $6.96K
|
65.8K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 0.91% |
$5.77K - $6.34K
|
15.9K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
143+ 0.3% |
$5.77K - $6.34K
|
48.4K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 1.26% |
$5.49K - $6.03K
|
11K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 0.37% |
$5.33K - $5.85K
|
35.4K
$1.36M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$4.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.24% |
$4.72K - $5.19K
|
48.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
113+ 0.4% |
$4.56K - $5.01K
|
28.7K
$1.1M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
103+ 0.4% |
$4.16K - $4.57K
|
26.2K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
96+ 1.68% |
$3.88K - $4.26K
|
5.79K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
95+ 1.2% |
$3.84K - $4.21K
|
7.99K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.26% |
$3.63K - $3.99K
|
34.3K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81+ 0.26% |
$3.27K - $3.59K
|
31.4K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
74+ 0.41% |
$2.99K - $3.28K
|
18K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
71+ 0.3% |
$2.87K - $3.15K
|
23.5K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
67+ 0.16% |
$2.71K - $2.97K
|
40.8K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
65+ 0.44% |
$2.62K - $2.88K
|
14.8K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.38% |
$2.46K - $2.71K
|
16K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
59+ 0.16% |
$2.38K - $2.62K
|
36.7K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
58+ 0.2% |
$2.34K - $2.57K
|
28.8K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
57+ 0.01% |
$2.3K - $2.53K
|
879K
$33.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 0.43% |
$2.26K - $2.48K
|
13.2K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.24% |
$2.06K - $2.26K
|
21.1K
$809K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.42% |
$1.94K - $2.13K
|
11.4K
$438K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48+ 0.18% |
$1.94K - $2.13K
|
26.5K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
41+ 0.14% |
$1.66K - $1.82K
|
28.5K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 0.17% |
$1.57K - $1.73K
|
22.7K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 0.15% |
$1.57K - $1.73K
|
26.3K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38+ 0.43% |
$1.53K - $1.69K
|
8.92K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.12% |
$1.49K - $1.64K
|
31.6K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.42% |
$1.49K - $1.64K
|
8.87K
$340K
|