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 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
52KNew |
$2.1M - $2.31M
|
52K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
50.9KNew |
$2.05M - $2.26M
|
50.9K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44.7K+ 1.99% |
$1.8M - $1.98M
|
2.29M
$97.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
42.1KNew |
$1.7M - $1.87M
|
42.1K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
41.3KNew |
$1.67M - $1.83M
|
41.3K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.2K+ 16.01% |
$1.62M - $1.78M
|
291K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.8K+ 22.5% |
$1.57M - $1.72M
|
211K
$8.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35K+ 37.08% |
$1.41M - $1.55M
|
129K
$5.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 54.15% |
$1.36M - $1.5M
|
96.1K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 43.15% |
$1.25M - $1.37M
|
103K
$4.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
30.2KNew |
$1.22M - $1.34M
|
30.2K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
29.9KNew |
$1.21M - $1.32M
|
29.9K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
29.6KNew |
$1.19M - $1.31M
|
29.6K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.6K+ 151.26% |
$1.16M - $1.27M
|
47.6K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5K+ 0.45% |
$1.07M - $1.18M
|
5.97M
$254M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
26K+ 14.52% |
$1.05M - $1.15M
|
205K
$8.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
24.8K+ 5.45% |
$1M - $1.1M
|
479K
$20.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 2.94% |
$992K - $1.09M
|
861K
$36.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22K+ 1.69% |
$890K - $977K
|
1.33M
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.7K+ 10.25% |
$877K - $963K
|
234K
$9.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
21.6KNew |
$873K - $958K
|
21.6K
$921K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.5KNew |
$868K - $953K
|
21.5K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
21.4KNew |
$863K - $948K
|
21.4K
$911K
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
21.4KNew |
$862K - $947K
|
21.4K
$911K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.3K+ 12.47% |
$860K - $945K
|
192K
$8.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
21.3K+ 3.36% |
$860K - $944K
|
654K
$27.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6K+ 4.91% |
$832K - $914K
|
440K
$18.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.4KNew |
$822K - $903K
|
20.4K
$868K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
20.3KNew |
$818K - $898K
|
20.3K
$863K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.9K+ 660.37% |
$803K - $882K
|
22.9K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19KNew |
$768K - $843K
|
19K
$810K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18.3KNew |
$739K - $811K
|
18.3K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18K+ 2.0% |
$729K - $800K
|
921K
$39.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
17.9KNew |
$724K - $795K
|
17.9K
$764K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17.7K+ 6.66% |
$715K - $785K
|
284K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.3K+ 2.19% |
$697K - $766K
|
805K
$34.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
17.2KNew |
$694K - $763K
|
17.2K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.4K+ 16.45% |
$664K - $729K
|
116K
$4.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.3K+ 120.65% |
$617K - $678K
|
28K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
14.8K+ 3.53% |
$597K - $656K
|
434K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.1K+ 26.41% |
$571K - $627K
|
67.7K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
13.5KNew |
$547K - $601K
|
13.5K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 13.26% |
$526K - $577K
|
111K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
13K+ 7.18% |
$525K - $577K
|
194K
$8.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12.6K+ 43.65% |
$509K - $559K
|
41.5K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5KNew |
$504K - $553K
|
12.5K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.1K+ 5.79% |
$490K - $538K
|
221K
$9.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11.9KNew |
$482K - $529K
|
11.9K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
11.7KNew |
$473K - $519K
|
11.7K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 5.16% |
$465K - $510K
|
235K
$10M
|