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 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8.34K- 0.62% |
$302K - $341K
|
1.34M
$54.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$10.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.63K- 2.87% |
$313K - $353K
|
292K
$11.9M
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-8.67K- 1.56% |
$314K - $355K
|
547K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-9.06K- 0.57% |
$328K - $371K
|
1.57M
$63.9M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-9.11K- 6.35% |
$330K - $373K
|
134K
$5.46M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.29K- 29.75% |
$337K - $380K
|
21.9K
$892K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-9.32K- 0.91% |
$338K - $381K
|
1.01M
$41.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-9.57K- 12.09% |
$347K - $391K
|
69.6K
$2.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-9.6K- 4.08% |
$348K - $392K
|
226K
$9.17M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9.9K- 8.19% |
$358K - $405K
|
111K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.2K- 2.5% |
$370K - $418K
|
398K
$16.2M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.2K- 0.96% |
$405K - $457K
|
1.15M
$46.9M
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.2K- 0.96% |
$405K - $457K
|
1.15M
$46.9M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11.6K- 1.24% |
$421K - $476K
|
923K
$37.5M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.9K- 0.48% |
$430K - $485K
|
2.44M
$99.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-12.1K- 2.99% |
$437K - $493K
|
391K
$15.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-12.5K- 4.51% |
$452K - $511K
|
264K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-12.6K- 3.26% |
$455K - $514K
|
373K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.1K- 43.75% |
$474K - $536K
|
16.8K
$684K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 17.44% |
$497K - $562K
|
65K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 0.93% |
$507K - $573K
|
1.5M
$60.8M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-15K- 6.61% |
$543K - $614K
|
212K
$8.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-15.9K- 2.47% |
$576K - $651K
|
629K
$25.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.8K- 8.99% |
$610K - $688K
|
170K
$6.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-17K- 24.68% |
$615K - $694K
|
51.8K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17.5K- 28.75% |
$635K - $717K
|
43.4K
$1.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-17.7K- 10.46% |
$642K - $725K
|
152K
$6.17M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-19.5K- 5.54% |
$705K - $796K
|
332K
$13.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-20.4K- 2.75% |
$739K - $834K
|
721K
$29.3M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-21.2K- 6.32% |
$769K - $868K
|
314K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.4K- 3.03% |
$775K - $875K
|
686K
$27.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-21.9K- 1.46% |
$795K - $898K
|
1.48M
$60.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.4K- 22.05% |
$883K - $998K
|
86.2K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.5K- 40.36% |
$923K - $1.04M
|
37.7K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.5K- 75.84% |
$960K - $1.08M
|
8.44K
$343K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-27.4K- 2.62% |
$992K - $1.12M
|
1.02M
$41.5M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-28.5K- 4.65% |
$1.03M - $1.17M
|
585K
$23.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-33.4K- 4.17% |
$1.21M - $1.37M
|
767K
$31.2M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-35.7K- 12.05% |
$1.29M - $1.46M
|
261K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-35.9K- 5.72% |
$1.3M - $1.47M
|
591K
$24M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-36.2K- 49.82% |
$1.31M - $1.48M
|
36.4K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-38.2K- 3.68% |
$1.38M - $1.56M
|
1M
$40.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-40.5K- 2.81% |
$1.47M - $1.66M
|
1.4M
$57M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-46.8K- 13.14% |
$1.7M - $1.92M
|
310K
$12.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50.8K- 91.3% |
$1.84M - $2.08M
|
4.84K
$197K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.4K- 25.56% |
$1.9M - $2.14M
|
152K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-52.5K- 27.82% |
$1.9M - $2.15M
|
136K
$5.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-61.9K- 3.2% |
$2.24M - $2.53M
|
1.87M
$76.2M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-66.1K- 6.78% |
$2.39M - $2.7M
|
908K
$36.9M
|