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 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 2.51% |
$3.8K - $4.17K
|
3.65K
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-97- 13.55% |
$3.92K - $4.3K
|
619
$26.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107- 0.06% |
$4.32K - $4.75K
|
177K
$7.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-113- 1.9% |
$4.56K - $5.01K
|
5.85K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-113- 1.33% |
$4.56K - $5.01K
|
8.36K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-128- 0.1% |
$5.17K - $5.68K
|
129K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-138- 0.04% |
$5.57K - $6.12K
|
329K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-151- 0.12% |
$6.1K - $6.7K
|
122K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-162- 0.17% |
$6.54K - $7.18K
|
97.9K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.16K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-184- 1.27% |
$7.43K - $8.16K
|
14.3K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-206- 2.14% |
$8.32K - $9.14K
|
9.43K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-213- 0.92% |
$8.6K - $9.45K
|
23K
$981K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-231- 11.9% |
$9.33K - $10.2K
|
1.71K
$72.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-267- 3.38% |
$10.8K - $11.8K
|
7.63K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-308- 2.68% |
$12.4K - $13.7K
|
11.2K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-322- 0.23% |
$13K - $14.3K
|
137K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-325- 1.58% |
$13.1K - $14.4K
|
20.3K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-364- 0.52% |
$14.7K - $16.1K
|
70.2K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-368- 2.35% |
$14.9K - $16.3K
|
15.3K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-379- 0.18% |
$15.3K - $16.8K
|
206K
$8.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-382- 1.1% |
$15.4K - $16.9K
|
34.5K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-409- 1.85% |
$16.5K - $18.1K
|
21.7K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-412- 1.45% |
$16.6K - $18.3K
|
28K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-451- 9.25% |
$18.2K - $20K
|
4.43K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-452- 3.92% |
$18.3K - $20K
|
11.1K
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-464- 4.41% |
$18.7K - $20.6K
|
10.1K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-499- 2.39% |
$20.1K - $22.1K
|
20.4K
$869K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-500- 0.58% |
$20.2K - $22.2K
|
85.4K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-510- 0.76% |
$20.6K - $22.6K
|
66.7K
$2.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-569- 5.97% |
$23K - $25.2K
|
8.96K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-581- 0.32% |
$23.5K - $25.8K
|
179K
$7.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-584- 1.96% |
$23.6K - $25.9K
|
29.2K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-627- 5.68% |
$25.3K - $27.8K
|
10.4K
$444K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-635- 0.62% |
$25.6K - $28.2K
|
102K
$4.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-654- 0.65% |
$26.4K - $29K
|
99.5K
$4.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-683- 0.29% |
$27.6K - $30.3K
|
237K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-690- 2.78% |
$27.9K - $30.6K
|
24.1K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-710- 0.02% |
$28.7K - $31.5K
|
2.91M
$124M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-717- 8.37% |
$29K - $31.8K
|
7.85K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-806- 2.66% |
$32.5K - $35.7K
|
29.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-818- 2.6% |
$33K - $36.3K
|
30.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-822- 0.82% |
$33.2K - $36.5K
|
99.2K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-836- 5.44% |
$33.8K - $37.1K
|
14.5K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-883- 1.89% |
$35.7K - $39.2K
|
45.7K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-926- 8.57% |
$37.4K - $41.1K
|
9.89K
$421K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-962- 0.66% |
$38.8K - $42.7K
|
145K
$6.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-983- 8.71% |
$39.7K - $43.6K
|
10.3K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-993- 0.73% |
$40.1K - $44K
|
136K
$5.78M
|