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 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-806- 2.66% |
$32.5K - $35.7K
|
29.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-818- 2.6% |
$33K - $36.3K
|
30.7K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-822- 0.82% |
$33.2K - $36.5K
|
99.2K
$4.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 5.44% |
$33.8K - $37.1K
|
14.5K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-883- 1.89% |
$35.7K - $39.2K
|
45.7K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-926- 8.57% |
$37.4K - $41.1K
|
9.89K
$404K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-962- 0.66% |
$38.8K - $42.7K
|
145K
$5.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-983- 8.71% |
$39.7K - $43.6K
|
10.3K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-993- 0.73% |
$40.1K - $44K
|
136K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 4.22% |
$40.4K - $44.4K
|
22.7K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.01K- 1.91% |
$40.8K - $44.8K
|
51.8K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.09K- 0.77% |
$43.9K - $48.2K
|
141K
$5.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 1.56% |
$44.5K - $48.9K
|
69.6K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.11K- 2.16% |
$44.7K - $49.1K
|
50.2K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.2K- 1.79% |
$48.6K - $53.4K
|
66.2K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.22K- 7.48% |
$49.2K - $54K
|
15.1K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.22K- 11.16% |
$49.2K - $54.1K
|
9.7K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 26.82% |
$52.4K - $57.6K
|
3.54K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.08% |
$57.8K - $63.5K
|
1.72M
$70.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.52K- 4.48% |
$61.5K - $67.5K
|
32.5K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.55K- 1.33% |
$62.6K - $68.7K
|
115K
$4.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.68K- 5.97% |
$67.7K - $74.3K
|
26.4K
$1.08M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.73K- 1.12% |
$69.8K - $76.7K
|
153K
$6.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.77K- 6.46% |
$71.6K - $78.6K
|
25.7K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.78K- 0.24% |
$71.7K - $78.7K
|
752K
$30.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 0.26% |
$75.1K - $82.5K
|
717K
$29.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2K- 0.99% |
$80.6K - $88.6K
|
200K
$8.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.02K- 3.29% |
$81.5K - $89.5K
|
59.3K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 5.06% |
$82.7K - $90.8K
|
38.4K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.13K- 0.99% |
$86.1K - $94.6K
|
212K
$8.69M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.19K- 1.36% |
$88.3K - $96.9K
|
159K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.2K- 0.57% |
$88.8K - $97.6K
|
382K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.3K- 3.19% |
$92.8K - $102K
|
69.7K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.31K- 6.9% |
$93.3K - $102K
|
31.2K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.37K- 1.58% |
$95.7K - $105K
|
148K
$6.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.39K- 5.21% |
$96.5K - $106K
|
43.5K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.39K- 0.34% |
$96.7K - $106K
|
696K
$28.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.41K- 1.11% |
$97.3K - $107K
|
215K
$8.8M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.5K- 32.88% |
$101K - $111K
|
5.11K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.53K- 1.19% |
$102K - $112K
|
209K
$8.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.79K- 5.1% |
$113K - $124K
|
51.8K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.79K- 30.66% |
$113K - $124K
|
6.31K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.86K- 3.38% |
$116K - $127K
|
81.8K
$3.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.84% |
$127K - $139K
|
370K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.22K- 0.8% |
$130K - $143K
|
400K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.37K- 2.01% |
$136K - $149K
|
164K
$6.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.43K- 0.7% |
$138K - $152K
|
487K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.59K- 16.43% |
$145K - $159K
|
18.3K
$747K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 2.98% |
$147K - $162K
|
119K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.08K- 7.33% |
$165K - $181K
|
51.5K
$2.11M
|