Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.3K- 6.23% |
$860K - $944K
|
321K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.8K- 0.95% |
$959K - $1.05M
|
2.49M
$106M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.9K- 74.1% |
$1.05M - $1.15M
|
9.05K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27.4K- 1.15% |
$1.11M - $1.21M
|
2.36M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.9K- 22.96% |
$1.21M - $1.32M
|
100K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.9K- 23.34% |
$1.45M - $1.59M
|
118K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 30.2% |
$1.75M - $1.93M
|
100K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-43.7K- 4.87% |
$1.77M - $1.94M
|
855K
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-53.4K- 4.68% |
$2.16M - $2.37M
|
1.09M
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-72.8K- 17.79% |
$2.94M - $3.23M
|
337K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81K- 1.48% |
$3.27M - $3.59M
|
5.39M
$230M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-82.5K- 5.77% |
$3.33M - $3.66M
|
1.35M
$57.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-89.2K- 89.06% |
$3.6M - $3.96M
|
11K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-105K- 96.4% |
$4.24M - $4.66M
|
3.92K
$167K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-107K- 7.84% |
$4.3M - $4.72M
|
1.25M
$53.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-110K- 1.7% |
$4.46M - $4.9M
|
6.37M
$272M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-117K- 95.47% |
$4.74M - $5.2M
|
5.57K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137K- 1.26% |
$5.52M - $6.07M
|
10.7M
$458M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-168K- 2.65% |
$6.77M - $7.44M
|
6.16M
$263M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-282K- 28.81% |
$11.4M - $12.5M
|
698K
$29.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-557K- 3.01% |
$22.5M - $24.7M
|
18M
$766M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8M- 10.76% |
$153M - $168M
|
31.5M
$1.34B
|