Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

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 30, 2024 Q1 2024
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
7
+ 0.03%
$254 - $286
22.1K $950K
May 02, 2024 Q1 2024
Whittier Trust CO

BUY
 -
6
+ 0.16%
$217 - $245
3.79K $163K
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
5
+ 0.36%
$181 - $205
1.41K $60.5K
May 01, 2024 Q1 2024
Creative Financial Designs Inc

BUY
 -
4
+ 0.35%
$145 - $164
1.16K $49.9K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
4
+ 0.33%
$145 - $164
1.23K $53K
Apr 12, 2024 Q1 2024
Gleason Group, Inc.

BUY
 -
4
+ 0.33%
$145 - $164
1.23K $52.9K
May 14, 2024 Q1 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
3
+ 0.42%
$109 - $123
710 $30.5K
May 03, 2024 Q1 2024
Silver Oak Advisory Group, Inc.

Portland, OR
BUY
 -
2
+ 0.01%
$72.4 - $81.8
31.7K $1.36M
Apr 16, 2024 Q1 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
2
+ 0.04%
$72.4 - $81.8
5.46K $235K
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
2
+ 0.24%
$72.4 - $81.8
820 $35.2K
Apr 15, 2024 Q1 2024
Falcon Wealth Planning

BUY
 -
1
+ 0.01%
$36.2 - $40.9
18K $775K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
0
New
$0 - $0
0 $0
Apr 23, 2024 Q1 2024
Applied Capital LLC

SELL
 -
-3
- 0.01%
$109 - $123
33.1K $1.42M
Apr 10, 2024 Q1 2024
Park Avenue Securities LLC

SELL
 -
-8
- 0.05%
$290 - $327
15.7K $676K
May 15, 2024 Q1 2024
Comerica Bank

SELL
 -
-28
- 0.08%
$1.01K - $1.15K
36.5K $1.57M
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

SELL
 -
-55
- 1.81%
$1.99K - $2.25K
2.98K $128K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

SELL
 -
-56
- 0.59%
$2.03K - $2.29K
9.43K $405K
May 14, 2024 Q1 2024
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-56
- 0.66%
$2.03K - $2.29K
8.49K $365K
May 08, 2024 Q1 2024
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-60
- 0.63%
$2.17K - $2.45K
9.5K $408K
May 13, 2024 Q1 2024
Midland Wealth Advisors LLC

Rockford, IL
SELL
 -
-63
- 0.41%
$2.28K - $2.58K
15.3K $656K
May 06, 2024 Q1 2024
Merit Financial Group, LLC

SELL
 -
-69
- 0.23%
$2.5K - $2.82K
29.7K $1.28M
May 07, 2024 Q1 2024
Monument Group Wealth Advisors, LLC

Concord, MA
SELL
 -
-69
- 0.7%
$2.5K - $2.82K
9.79K $421K
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

SELL
 -
-82
- 0.28%
$2.97K - $3.35K
29.2K $1.26M
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-96
- 0.87%
$3.48K - $3.93K
10.9K $469K
Apr 05, 2024 Q1 2024
Lam Group, Inc.

Lake Oswego, OR
SELL
 -
-98
- 0.07%
$3.55K - $4.01K
132K $5.67M
Apr 19, 2024 Q1 2024
Forvis Wealth Advisors, LLC

SELL
 -
-99
- 1.46%
$3.59K - $4.05K
6.7K $288K
Apr 25, 2024 Q1 2024
25 LLC

St. Louis, MO
SELL
 -
-101
- 0.21%
$3.66K - $4.13K
47.7K $2.05M
Apr 30, 2024 Q1 2024
Yeomans Consulting Group, Inc.

Marietta, GA
SELL
 -
-109
- 0.11%
$3.95K - $4.46K
99.7K $4.29M
May 07, 2024 Q1 2024
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-116
- 0.18%
$4.2K - $4.74K
64.4K $2.77M
May 10, 2024 Q1 2024
Syntegra Private Wealth Group, LLC

Chesterfield, MO
SELL
 -
-123
- 1.93%
$4.46K - $5.03K
6.26K $269K
Apr 17, 2024 Q1 2024
Cra Financial Services, LLC

SELL
 -
-133
- 1.35%
$4.82K - $5.44K
9.69K $417K
Apr 18, 2024 Q1 2024
Mustard Seed Financial, LLC

Magnolia, AR
SELL
 -
-139
- 0.61%
$5.03K - $5.69K
22.7K $975K
Apr 23, 2024 Q1 2024
Phillips Financial Management, LLC

SELL
 -
-141
- 0.6%
$5.11K - $5.77K
23.3K $999K
Apr 26, 2024 Q1 2024
Fonville Wealth Management LLC

Richmond, VA
SELL
 -
-154
- 0.25%
$5.58K - $6.3K
60.2K $2.59M
Apr 25, 2024 Q1 2024
Claris Advisors, LLC

SELL
 -
-165
- 0.04%
$5.98K - $6.75K
391K $16.8M
Apr 30, 2024 Q1 2024
Private Advisor Group, LLC

SELL
 -
-167
- 0.48%
$6.05K - $6.83K
34.4K $1.48M
May 30, 2024 Q1 2024
Cambridge Trust CO

Boston, MA
SELL
 -
-200
- 53.05%
$7.24K - $8.18K
177 $7.61K
Apr 11, 2024 Q1 2024
Bull Oak Capital, LLC

San Diego, CA
SELL
 -
-217
- 3.32%
$7.86K - $8.88K
6.32K $272K
Apr 19, 2024 Q1 2024
Valeo Financial Advisors, LLC

SELL
 -
-219
- 0.61%
$7.93K - $8.96K
35.8K $1.54M
May 02, 2024 Q1 2024
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-234
- 1.1%
$8.48K - $9.57K
21.1K $906K
Apr 19, 2024 Q1 2024
Level Financial Advisors, Inc.

SELL
 -
-246
- 0.12%
$8.91K - $10.1K
209K $8.97M
Apr 11, 2024 Q1 2024
Dhjj Financial Advisors, Ltd.

SELL
 -
-250
- 5.32%
$9.06K - $10.2K
4.45K $191K
May 13, 2024 Q1 2024
Rb Capital Management, LLC

SELL
 -
-252
- 2.59%
$9.13K - $10.3K
9.49K $408K
May 08, 2024 Q1 2024
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-265
- 1.67%
$9.6K - $10.8K
15.6K $672K
Apr 29, 2024 Q1 2024
Pb Mares Wealth Management LLC

SELL
 -
-289
- 0.08%
$10.5K - $11.8K
381K $16.4M
Apr 16, 2024 Q1 2024
Newton One Investments LLC

SELL
 -
-300
- 3.54%
$10.9K - $12.3K
8.18K $352K
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

SELL
 -
-301
- 0.56%
$10.9K - $12.3K
53.1K $2.28M
May 09, 2024 Q1 2024
Summit Financial Strategies, Inc.

SELL
 -
-323
- 0.33%
$11.7K - $13.2K
99K $4.26M
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-324
- 1.67%
$11.7K - $13.3K
19.1K $821K

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