Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.11K+ 15.24% |
$149K - $168K
|
31.1K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.94K+ 52.01% |
$143K - $161K
|
11.5K
$468K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.77K+ 13.38% |
$137K - $154K
|
32K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.74K+ 7.85% |
$136K - $153K
|
51.4K
$2.09M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.72K+ 5.48% |
$135K - $152K
|
71.6K
$2.91M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.66K+ 15.06% |
$133K - $150K
|
28K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.51K+ 39.62% |
$127K - $144K
|
12.4K
$503K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.23KNew |
$117K - $132K
|
3.23K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.22K+ 0.74% |
$117K - $132K
|
436K
$17.7M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.14K+ 1.95% |
$114K - $129K
|
164K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.04K+ 1.69% |
$110K - $124K
|
183K
$7.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2.89K+ 19.77% |
$105K - $118K
|
17.5K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.8KNew |
$101K - $114K
|
2.8K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.59KNew |
$93.8K - $106K
|
2.59K
$105K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.5KNew |
$90.4K - $102K
|
2.5K
$101K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.43K+ 94.22% |
$88K - $99.3K
|
5.01K
$203K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.38K+ 362.6% |
$86K - $97.1K
|
3.03K
$123K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 17.34% |
$85.6K - $96.6K
|
16K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.33K+ 2.33% |
$84.4K - $95.3K
|
102K
$4.15M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.26K+ 0.62% |
$81.9K - $92.4K
|
368K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.23K+ 29.1% |
$80.9K - $91.4K
|
9.91K
$403K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.06K+ 50.4% |
$74.5K - $84.1K
|
6.14K
$249K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.85K+ 24.05% |
$66.9K - $75.6K
|
9.53K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.79K+ 3.39% |
$64.7K - $73K
|
54.4K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.71K+ 14.9% |
$62K - $70K
|
13.2K
$536K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.61K+ 0.89% |
$58.3K - $65.8K
|
182K
$7.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.55K+ 12.59% |
$56.1K - $63.4K
|
13.8K
$563K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.47KNew |
$53.1K - $60K
|
1.47K
$59.6K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.42K+ 4.13% |
$51.3K - $58K
|
35.7K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.41K+ 5.04% |
$51K - $57.6K
|
29.4K
$1.19M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.39K+ 0.16% |
$50.5K - $57K
|
846K
$34.4M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.38K+ 6.56% |
$49.8K - $56.3K
|
22.4K
$909K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36KNew |
$49.2K - $55.6K
|
1.36K
$55.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.31K+ 1.17% |
$47.3K - $53.4K
|
113K
$4.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.25K+ 0.89% |
$45.2K - $51.1K
|
141K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.23KNew |
$44.4K - $50.1K
|
1.23K
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.15K+ 5.17% |
$41.6K - $47K
|
23.3K
$948K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 1.8% |
$40.3K - $45.6K
|
62.9K
$2.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
955+ 2.33% |
$34.6K - $39.1K
|
41.9K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
954+ 3.43% |
$34.6K - $39K
|
28.7K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
953+ 9.8% |
$34.5K - $39K
|
10.7K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
843+ 2.99% |
$30.5K - $34.5K
|
29.1K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
763+ 7.12% |
$27.6K - $31.2K
|
11.5K
$467K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
683+ 1.36% |
$24.7K - $27.9K
|
50.8K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
647+ 0.65% |
$23.4K - $26.5K
|
99.5K
$4.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
641+ 2.26% |
$23.2K - $26.2K
|
29K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
630+ 0.05% |
$22.8K - $25.8K
|
1.31M
$53.2M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
603New |
$21.8K - $24.7K
|
603
$24.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
547+ 0.23% |
$19.8K - $22.4K
|
240K
$9.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
547+ 5.23% |
$19.8K - $22.4K
|
11K
$447K
|