Purchases and Sales Made in Q4 2024 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 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 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
3.23K
New
$130K - $143K
3.23K $137K
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
3.08K
+ 6.4%
$125K - $137K
51.3K $2.19M
Feb 14, 2025 Q4 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
3.01K
New
$122K - $134K
3.01K $128K
Feb 06, 2025 Q4 2024
Bay Colony Advisory Group, Inc D

BUY
 -
2.92K
+ 8.5%
$118K - $130K
37.3K $1.59M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
2.8K
+ 6.84%
$113K - $124K
43.8K $1.87M
Jan 31, 2025 Q4 2024
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.79K
+ 44.22%
$113K - $124K
9.1K $388K
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
2.7K
+ 22.62%
$109K - $120K
14.6K $624K
Feb 14, 2025 Q4 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
2.5K
+ 9.07%
$101K - $111K
30.1K $1.28M
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
BUY
 -
2.48K
+ 39.76%
$100K - $110K
8.73K $372K
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
2.47K
New
$99.5K - $109K
2.47K $105K
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
2.21K
New
$89.3K - $98.1K
2.21K $94.3K
Feb 13, 2025 Q4 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.17K
+ 2.27%
$87.7K - $96.3K
97.9K $4.17M
Jan 13, 2025 Q4 2024
Kades & Cheifetz LLC

Berwyn, PA
BUY
 -
2.14K
+ 22.1%
$86.5K - $95K
11.8K $505K
Feb 14, 2025 Q4 2024
Brown Advisory Inc

BUY
 -
1.88K
+ 3.75%
$76K - $83.4K
52.1K $2.22M
Jan 16, 2025 Q4 2024
Umb Bank, N.A.

BUY
 -
1.83K
+ 33.46%
$73.9K - $81.2K
7.3K $311K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.72K
+ 9.55%
$69.5K - $76.3K
19.7K $841K
Feb 13, 2025 Q4 2024
Accredited Investors Inc.

BUY
 -
1.65K
+ 20.11%
$66.4K - $73K
9.83K $419K
Jan 23, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
1.63K
New
$65.7K - $72.2K
1.63K $69.4K
Feb 12, 2025 Q4 2024
Ark & Tlk Investments, LLC

Oklahoma City, OK
BUY
 -
1.6K
+ 2.65%
$64.6K - $71K
62K $2.64M
Jan 31, 2025 Q4 2024
Capital Performance Advisors LLP

BUY
 -
1.53K
+ 0.29%
$61.9K - $68K
534K $22.8M
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
1.46K
+ 0.11%
$59K - $64.8K
1.34M $57M
Feb 14, 2025 Q4 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.43K
+ 10.23%
$57.8K - $63.5K
15.4K $657K
Jan 31, 2025 Q4 2024
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.41K
+ 12.26%
$56.9K - $62.5K
12.9K $551K
Jan 27, 2025 Q4 2024
Carson Allaria Wealth Management, Ltd.

BUY
 -
1.38K
+ 0.92%
$55.7K - $61.2K
152K $6.46M
Jan 31, 2025 Q4 2024
Vista Capital Partners, Inc.

BUY
 -
1.18K
+ 7.75%
$47.8K - $52.5K
16.5K $702K
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1.16K
+ 12.38%
$46.9K - $51.5K
10.5K $449K
Feb 11, 2025 Q4 2024
Financial Counselors Inc

BUY
 -
1K
+ 5.19%
$40.5K - $44.5K
20.3K $867K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
1K
New
$40.4K - $44.4K
1K $42.6K
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
960
+ 10.57%
$38.8K - $42.6K
10K $428K
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
890
+ 0.28%
$35.9K - $39.5K
315K $13.4M
Feb 07, 2025 Q4 2024
Claris Advisors, LLC

BUY
 -
832
+ 0.21%
$33.6K - $36.9K
393K $16.7M
Feb 25, 2025 Q4 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
825
+ 2.69%
$33.3K - $36.6K
31.5K $1.34M
Feb 11, 2025 Q4 2024
Tag Stone Capital, Inc.

BUY
 -
763
+ 1.55%
$30.8K - $33.8K
49.9K $2.13M
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
691
+ 57.25%
$27.9K - $30.6K
1.9K $80.9K
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
647
+ 1.94%
$26.1K - $28.7K
34K $1.45M
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
601
New
$24.3K - $26.7K
601 $25.6K
Feb 06, 2025 Q4 2024
Assetmark, Inc

BUY
 -
534
+ 104.5%
$21.6K - $23.7K
1.05K $44.5K
Jan 14, 2025 Q4 2024
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
500
+ 4.69%
$20.2K - $22.2K
11.2K $475K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
457
+ 2.86%
$18.5K - $20.3K
16.5K $702K
Feb 07, 2025 Q4 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
440
+ 3.55%
$17.8K - $19.5K
12.8K $547K
Jan 16, 2025 Q4 2024
Bridgewater Advisors Inc.

BUY
 -
387
+ 0.15%
$15.6K - $17.2K
257K $11M
Jan 24, 2025 Q4 2024
Newton One Investments LLC

BUY
 -
373
+ 4.71%
$15.1K - $16.5K
8.29K $353K
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
322
+ 0.82%
$13K - $14.3K
39.8K $1.7M
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
278
+ 7.14%
$11.2K - $12.3K
4.17K $178K
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
275
+ 1.45%
$11.1K - $12.2K
19.3K $821K
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
266
+ 50.76%
$10.7K - $11.8K
790 $33.7K
Feb 13, 2025 Q4 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
261
+ 0.31%
$10.5K - $11.6K
83.4K $3.55M
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
244
+ 9.04%
$9.85K - $10.8K
2.94K $126K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
241
+ 0.35%
$9.73K - $10.7K
69.1K $2.95M

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