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 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
237+ 1.8% |
$9.57K - $10.5K
|
13.4K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
213+ 0.57% |
$8.6K - $9.45K
|
37.3K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.78% |
$8.08K - $8.87K
|
25.7K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 3.9% |
$8.04K - $8.83K
|
5.31K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
196New |
$7.91K - $8.69K
|
196
$8.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$7.47K - $8.2K
|
185
$7.89K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175+ 3.29% |
$7.07K - $7.76K
|
5.5K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
171+ 4.85% |
$6.9K - $7.58K
|
3.69K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.37% |
$6.42K - $7.05K
|
43.3K
$1.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
157+ 0.24% |
$6.34K - $6.96K
|
65.8K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
143+ 0.3% |
$5.77K - $6.34K
|
48.4K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 0.91% |
$5.77K - $6.34K
|
15.9K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
136+ 1.26% |
$5.49K - $6.03K
|
11K
$467K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 0.37% |
$5.33K - $5.85K
|
35.4K
$1.51M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$5.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.24% |
$4.72K - $5.19K
|
48.3K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
113+ 0.4% |
$4.56K - $5.01K
|
28.7K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
103+ 0.4% |
$4.16K - $4.57K
|
26.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
96+ 1.68% |
$3.88K - $4.26K
|
5.79K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
95+ 1.2% |
$3.84K - $4.21K
|
7.99K
$341K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 0.26% |
$3.63K - $3.99K
|
34.3K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81+ 0.26% |
$3.27K - $3.59K
|
31.4K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
74+ 0.41% |
$2.99K - $3.28K
|
18K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
71+ 0.3% |
$2.87K - $3.15K
|
23.5K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
67+ 0.16% |
$2.71K - $2.97K
|
40.8K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
65+ 0.44% |
$2.62K - $2.88K
|
14.8K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.38% |
$2.46K - $2.71K
|
16K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
59+ 0.16% |
$2.38K - $2.62K
|
36.7K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
58+ 0.2% |
$2.34K - $2.57K
|
28.8K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
57+ 0.01% |
$2.3K - $2.53K
|
879K
$37.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 0.43% |
$2.26K - $2.48K
|
13.2K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.24% |
$2.06K - $2.26K
|
21.1K
$899K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48+ 0.18% |
$1.94K - $2.13K
|
26.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.42% |
$1.94K - $2.13K
|
11.4K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
41+ 0.14% |
$1.66K - $1.82K
|
28.5K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
39+ 0.15% |
$1.57K - $1.73K
|
26.3K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 0.17% |
$1.57K - $1.73K
|
22.7K
$968K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38+ 0.43% |
$1.53K - $1.69K
|
8.92K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
37+ 0.42% |
$1.49K - $1.64K
|
8.87K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.12% |
$1.49K - $1.64K
|
31.6K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37+ 0.43% |
$1.49K - $1.64K
|
8.59K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
35+ 0.07% |
$1.41K - $1.55K
|
47.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.01% |
$1.21K - $1.33K
|
298K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
30+ 0.18% |
$1.21K - $1.33K
|
16.8K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
29+ 0.42% |
$1.17K - $1.29K
|
6.9K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.11% |
$1.13K - $1.24K
|
24.7K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
27+ 0.21% |
$1.09K - $1.2K
|
13.2K
$563K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.42% |
$1.05K - $1.15K
|
6.2K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.15% |
$1.05K - $1.15K
|
17.9K
$761K
|