Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
60+ 0.39% |
$2.03K - $2.17K
|
15.5K
$661K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
57+ 0.51% |
$1.93K - $2.06K
|
11.2K
$477K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
57+ 0.52% |
$1.93K - $2.06K
|
11.1K
$473K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
56+ 0.21% |
$1.89K - $2.03K
|
26.2K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
53+ 0.52% |
$1.79K - $1.92K
|
10.3K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
45+ 0.52% |
$1.52K - $1.63K
|
8.74K
$373K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43+ 0.5% |
$1.45K - $1.56K
|
8.7K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43+ 0.09% |
$1.45K - $1.56K
|
48.3K
$2.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
35+ 0.51% |
$1.18K - $1.27K
|
6.87K
$293K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.13% |
$1.18K - $1.27K
|
27.5K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35+ 0.15% |
$1.18K - $1.27K
|
24.1K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 0.13% |
$1.18K - $1.27K
|
27.5K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 0.15% |
$1.15K - $1.23K
|
22.5K
$960K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
33+ 0.38% |
$1.12K - $1.19K
|
8.71K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30+ 0.51% |
$1.01K - $1.09K
|
5.93K
$253K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
29+ 0.52% |
$981 - $1.05K
|
5.64K
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
28+ 0.5% |
$947 - $1.01K
|
5.65K
$241K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22+ 0.53% |
$744 - $796
|
4.2K
$179K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
21+ 0.01% |
$710 - $760
|
226K
$9.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
19+ 0.16% |
$643 - $688
|
12.3K
$523K
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17+ 0.2% |
$575 - $615
|
8.58K
$366K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15+ 0.07% |
$507 - $543
|
21K
$894K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10+ 1.49% |
$338 - $362
|
680
$29K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
9+ 0.24% |
$304 - $326
|
3.77K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.5% |
$237 - $253
|
1.4K
$59.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 0.47% |
$237 - $253
|
1.49K
$63.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.52% |
$203 - $217
|
1.15K
$49.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.49% |
$203 - $217
|
1.22K
$52.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.62% |
$169 - $181
|
815
$34.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.04% |
$135 - $145
|
9.15K
$390K
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.01% |
$101 - $109
|
22.3K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.52% |
$101 - $109
|
579
$24.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2+ 0.01% |
$67.7 - $72.4
|
31.7K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$33.8 - $36.2
|
29.7K
$1.27M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$33.8 - $36.2
|
18K
$768K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-1- -0.0% |
$33.8 - $36.2
|
38.8K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-6- 0.02% |
$203 - $217
|
26.4K
$1.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-15- 0.1% |
$507 - $543
|
15.7K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-25- 0.19% |
$846 - $905
|
13.1K
$557K
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-35- 0.02% |
$1.18K - $1.27K
|
150K
$6.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-35- 0.01% |
$1.18K - $1.27K
|
262K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-48- 0.17% |
$1.62K - $1.74K
|
28K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-52- 0.08% |
$1.76K - $1.88K
|
68.2K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-59- 0.04% |
$2K - $2.14K
|
152K
$6.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-82- 0.24% |
$2.77K - $2.97K
|
34.8K
$1.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-100- 0.3% |
$3.38K - $3.62K
|
33.8K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-100- 1.01% |
$3.38K - $3.62K
|
9.82K
$418K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-107- 0.62% |
$3.62K - $3.87K
|
17.1K
$731K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-123- 0.32% |
$4.16K - $4.45K
|
38.9K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-159- 2.32% |
$5.38K - $5.75K
|
6.69K
$285K
|