Purchases and Sales Made in Q4 2023 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 Q4 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
Feb 05, 2024 Q4 2023
Mission Wealth Management, LP

BUY
 -
26.5K
+ 98.41%
$844K - $991K
53.4K $2.17M
Jan 24, 2024 Q4 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
26.4K
+ 4.82%
$842K - $989K
575K $23.4M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
24.8K
+ 24.4%
$791K - $929K
127K $5.15M
Feb 01, 2024 Q4 2023
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
24.3K
New
$775K - $910K
24.3K $989K
Feb 13, 2024 Q4 2023
Mustard Seed Financial, LLC

Magnolia, AR
BUY
 -
22.8K
New
$727K - $854K
22.8K $928K
Feb 06, 2024 Q4 2023
Tci Wealth Advisors, Inc.

BUY
 -
22.1K
+ 1.07%
$703K - $825K
2.08M $84.6M
Feb 12, 2024 Q4 2023
Rs Crum Inc.

BUY
 -
21.7K
+ 11.64%
$690K - $810K
208K $8.45M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
21K
New
$669K - $785K
21K $853K
Jan 08, 2024 Q4 2023
Juncture Wealth Strategies, LLC

BUY
 -
20.9K
+ 7.54%
$667K - $783K
299K $12.1M
Jan 22, 2024 Q4 2023
Pinnacle Financial Partners Inc

BUY
 -
20.4K
New
$650K - $763K
20.4K $829K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
16.9K
New
$539K - $633K
16.9K $688K
Feb 14, 2024 Q4 2023
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
15.3K
New
$488K - $573K
15.3K $623K
Mar 14, 2024 Q4 2023
Leo Wealth, LLC

Hurst, TX
BUY
 -
15.2K
New
$483K - $567K
15.2K $617K
Jan 09, 2024 Q4 2023
Tpg Financial Advisors, LLC

BUY
 -
14.8K
New
$470K - $552K
14.8K $600K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
14.5K
+ 109.89%
$463K - $544K
27.8K $1.13M
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
14.1K
+ 21.0%
$450K - $528K
81.4K $3.31M
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
13.9K
+ 4.51%
$443K - $520K
323K $13.1M
Feb 14, 2024 Q4 2023
Northwest Wealth Management, LLC

BUY
 -
13.7K
+ 20.09%
$438K - $514K
82.1K $3.34M
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
13.6K
New
$434K - $510K
13.6K $554K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
12K
+ 12.12%
$381K - $447K
111K $4.49M
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
11.7K
New
$374K - $439K
11.7K $477K
Feb 09, 2024 Q4 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
11.7K
+ 6.71%
$371K - $436K
185K $7.53M
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
11.6K
+ 23.38%
$368K - $432K
61K $2.48M
Feb 13, 2024 Q4 2023
Csenge Advisory Group

BUY
 -
11.3K
New
$359K - $421K
11.3K $458K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
10.8K
New
$345K - $405K
10.8K $440K
Feb 13, 2024 Q4 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
10.8K
+ 2.53%
$344K - $404K
437K $17.8M
Feb 12, 2024 Q4 2023
Evoke Wealth, LLC

BUY
 -
10.8K
+ 146.81%
$343K - $403K
18.1K $736K
Feb 12, 2024 Q4 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
10.7K
+ 1.85%
$342K - $402K
590K $24M
Jan 17, 2024 Q4 2023
Towneley Capital Management, Inc / De

Laguna Hills, CA
BUY
 -
10.7K
New
$341K - $401K
10.7K $436K
Feb 14, 2024 Q4 2023
Investmark Advisory Group LLC

BUY
 -
10.7K
+ 2.38%
$340K - $399K
459K $18.6M
Feb 14, 2024 Q4 2023
Mariner, LLC

Overland Park, KS
BUY
 -
10.7K
+ 2.88%
$339K - $398K
381K $15.5M
Jan 10, 2024 Q4 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
10.5K
New
$333K - $391K
10.5K $425K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
10.3K
+ 5.17%
$327K - $383K
209K $8.48M
Feb 09, 2024 Q4 2023
Mai Capital Management

BUY
 -
10.2K
+ 4.23%
$325K - $382K
251K $10.2M
Feb 01, 2024 Q4 2023
Monument Group Wealth Advisors, LLC

Concord, MA
BUY
 -
9.86K
New
$314K - $368K
9.86K $401K
Feb 05, 2024 Q4 2023
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
9.85K
New
$314K - $368K
9.85K $400K
Feb 07, 2024 Q4 2023
Ieq Capital, LLC

BUY
 -
9.72K
+ 108.03%
$310K - $363K
18.7K $761K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
9.39K
+ 21.72%
$299K - $351K
52.6K $2.14M
Jan 29, 2024 Q4 2023
Kooman & Associates

Altoona, PA
BUY
 -
9.26K
+ 2.41%
$295K - $346K
394K $16M
Feb 12, 2024 Q4 2023
Avestar Capital, LLC

BUY
 -
9.16K
New
$292K - $343K
9.16K $372K
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
9.13K
+ 10.53%
$291K - $342K
95.8K $3.9M
Feb 14, 2024 Q4 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
9.01K
New
$287K - $337K
9.01K $366K
May 07, 2024 Q4 2023
49 Wealth Management, LLC

Austin, TX
BUY
 -
8.98K
New
$286K - $336K
8.98K $365K
Feb 14, 2024 Q4 2023
Al Ti Global, Inc.

New York, NY
BUY
 -
8.9K
New
$283K - $333K
8.9K $362K
Jan 18, 2024 Q4 2023
Procyon Advisors, LLC

BUY
 -
8.86K
New
$282K - $331K
8.86K $360K
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.78K
+ 7.78%
$280K - $328K
122K $4.95M
Feb 12, 2024 Q4 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
8.55K
New
$272K - $320K
8.55K $348K
Jan 09, 2024 Q4 2023
Physician Wealth Solutions Inc.

North Las Vegas, NV
BUY
 -
8.31K
New
$265K - $311K
8.31K $338K
Feb 06, 2024 Q4 2023
Capital Performance Advisors LLP

BUY
 -
8.09K
+ 1.55%
$258K - $303K
532K $21.6M

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