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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.1K- 0.94% |
$76.1K - $85.9K
|
222K
$9.53M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.11K- 1.46% |
$76.5K - $86.3K
|
143K
$6.13M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-2.13K- 7.91% |
$77.3K - $87.2K
|
24.8K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.17K- 7.04% |
$78.7K - $88.9K
|
28.7K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 4.56% |
$79.5K - $89.8K
|
45.9K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.44K- 2.89% |
$88.4K - $99.8K
|
82K
$3.52M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.48K- 6.13% |
$89.7K - $101K
|
38K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.48K- 0.35% |
$89.8K - $101K
|
709K
$30.5M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.49K- 32.72% |
$90.3K - $102K
|
5.13K
$220K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.54K- 1.54% |
$91.9K - $104K
|
162K
$6.97M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.61K- 0.85% |
$94.7K - $107K
|
306K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.62K- 0.7% |
$94.8K - $107K
|
372K
$16M
|
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.82K- 2.28% |
$102K - $115K
|
121K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.03K- 9.28% |
$110K - $124K
|
29.6K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.15K- 9.42% |
$114K - $129K
|
30.3K
$1.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.47K- 0.78% |
$126K - $142K
|
439K
$18.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.55K- 7.26% |
$128K - $145K
|
45.3K
$1.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.74K- 0.86% |
$135K - $153K
|
432K
$18.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-3.78K- 6.82% |
$137K - $155K
|
51.6K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.88K- 2.09% |
$141K - $159K
|
182K
$7.84M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.93K- 0.52% |
$142K - $161K
|
751K
$32.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.19K- 1.4% |
$152K - $171K
|
294K
$12.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.38K- 73.48% |
$158K - $179K
|
1.58K
$67.9K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.54K- 16.84% |
$164K - $186K
|
22.4K
$963K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.61K- 28.59% |
$167K - $188K
|
11.5K
$494K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 4.21% |
$177K - $200K
|
111K
$4.78M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.11K- 0.87% |
$185K - $209K
|
585K
$25.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-5.14K- 0.99% |
$186K - $210K
|
515K
$22.1M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5.45K- 1.27% |
$197K - $223K
|
424K
$18.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.61K- 3.62% |
$203K - $230K
|
149K
$6.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-5.8K- 47.51% |
$210K - $237K
|
6.41K
$276K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-6.1K- 1.51% |
$221K - $249K
|
397K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.21K- 46.27% |
$225K - $254K
|
7.21K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.39K- 2.16% |
$231K - $261K
|
289K
$12.4M
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.66K- 0.85% |
$241K - $272K
|
780K
$33.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-6.78K- 15.51% |
$246K - $277K
|
37K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-7.02K- 2.04% |
$254K - $287K
|
337K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.09K- 2.68% |
$257K - $290K
|
258K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-7.12K- 10.26% |
$258K - $291K
|
62.3K
$2.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-7.13K- 26.66% |
$258K - $292K
|
19.6K
$843K
|
|
|
Apr 16, 2024
Q1 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-7.34K- 0.91% |
$266K - $300K
|
796K
$34.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-7.71K- 1.18% |
$279K - $315K
|
644K
$27.7M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-7.75K- 1.05% |
$281K - $317K
|
728K
$31.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.91K- 2.72% |
$286K - $323K
|
282K
$12.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.92K- 4.67% |
$287K - $324K
|
162K
$6.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8K- 5.32% |
$290K - $327K
|
142K
$6.12M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.13K- 9.99% |
$294K - $332K
|
73.2K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-8.25K- 3.67% |
$299K - $337K
|
217K
$9.32M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.26K- 95.23% |
$299K - $338K
|
414
$17.8K
|