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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
11.5K+ 15.54% |
$464K - $510K
|
85.5K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 2.66% |
$458K - $503K
|
437K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 0.85% |
$457K - $501K
|
1.34M
$57.1M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.3KNew |
$456K - $500K
|
11.3K
$481K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.3K+ 2.3% |
$455K - $500K
|
501K
$21.4M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.1KNew |
$449K - $493K
|
11.1K
$474K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.99KNew |
$403K - $443K
|
9.99K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.74KNew |
$393K - $432K
|
9.74K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.31KNew |
$376K - $413K
|
9.31K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.86K+ 3.07% |
$358K - $393K
|
297K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.63K+ 3.38% |
$349K - $383K
|
264K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.23KNew |
$332K - $365K
|
8.23K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.17K+ 2.26% |
$330K - $362K
|
370K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
8.01K+ 1.01% |
$324K - $355K
|
803K
$34.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
7.81K+ 1.2% |
$315K - $346K
|
657K
$28M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.61K+ 4.42% |
$307K - $338K
|
180K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.5K+ 2.39% |
$303K - $332K
|
321K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.47K+ 11.13% |
$301K - $331K
|
74.5K
$3.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.41K+ 244.97% |
$299K - $329K
|
10.4K
$445K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.32K+ 120.25% |
$296K - $325K
|
13.4K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
7.04KNew |
$284K - $312K
|
7.04K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.81KNew |
$275K - $302K
|
6.81K
$290K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$283K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.54KNew |
$264K - $290K
|
6.54K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.23K+ 1.42% |
$252K - $276K
|
446K
$19M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.16K+ 0.57% |
$249K - $273K
|
1.09M
$46.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.06KNew |
$245K - $269K
|
6.06K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.79KNew |
$234K - $257K
|
5.79K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 11.54% |
$231K - $254K
|
55.3K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$219K - $240K
|
5.42K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5.31KNew |
$214K - $235K
|
5.31K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.85KNew |
$196K - $215K
|
4.85K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.84K+ 20.67% |
$196K - $215K
|
28.3K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
4.63K+ 1.11% |
$187K - $205K
|
421K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.61K+ 3.8% |
$186K - $204K
|
126K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53K+ 15.91% |
$183K - $201K
|
33K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.19K+ 60.09% |
$169K - $186K
|
11.2K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4K+ 16.16% |
$161K - $177K
|
28.7K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 4.7% |
$158K - $173K
|
87.2K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.81K+ 115.7% |
$154K - $169K
|
7.1K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.74K+ 20.43% |
$151K - $166K
|
22.1K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 16.37% |
$151K - $166K
|
26.6K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.49K+ 8.3% |
$141K - $155K
|
45.5K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.43K+ 0.92% |
$138K - $152K
|
376K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$138K - $152K
|
3.42K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.34K+ 25.83% |
$135K - $148K
|
16.3K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.28K+ 1.37% |
$132K - $145K
|
242K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 0.73% |
$131K - $144K
|
448K
$19.1M
|