Latest Institutional Transactions on Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Us Marketwi (DFUV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
9.55KNew |
$386K - $424K
|
9.55K
$394K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
8.67KNew |
$350K - $384K
|
8.67K
$357K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.5K- 0.67% |
$786K - $863K
|
2.89M
$119M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.17KNew |
$209K - $229K
|
5.17K
$213K
|
|
|
Mar 07, 2025
Q4 2024
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
41.1KNew |
$1.66M - $1.82M
|
41.1K
$1.69M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
176KNew |
$7.1M - $7.79M
|
176K
$7.24M
|
|
|
Mar 06, 2025
Q4 2024
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
90.3KNew |
$3.65M - $4.01M
|
90.3K
$3.72M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.15M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.68K- 1.08% |
$391K - $429K
|
885K
$36.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
126New |
$5.09K - $5.59K
|
126
$5.19K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.48% |
$242 - $266
|
1.25K
$51.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
11.1KNew |
$449K - $493K
|
11.1K
$458K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
825+ 2.69% |
$33.3K - $36.6K
|
31.5K
$1.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.73K- 1.12% |
$69.8K - $76.7K
|
153K
$6.29M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$274K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
22K+ 1.69% |
$890K - $977K
|
1.33M
$54.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.3K+ 2.3% |
$455K - $500K
|
501K
$20.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.9K- 74.1% |
$1.05M - $1.15M
|
9.05K
$373K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
19.9K+ 660.37% |
$803K - $882K
|
22.9K
$944K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
335KNew |
$13.5M - $14.8M
|
335K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-40- 0.15% |
$1.62K - $1.77K
|
27.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
11.3KNew |
$456K - $500K
|
11.3K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-282K- 28.81% |
$11.4M - $12.5M
|
698K
$28.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 0.93% |
$96.1K - $106K
|
259K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 9.07% |
$101K - $111K
|
30.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19KNew |
$768K - $843K
|
19K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.48K+ 39.76% |
$100K - $110K
|
8.73K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22+ 0.43% |
$888 - $976
|
5.17K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.5K+ 0.45% |
$1.07M - $1.18M
|
5.97M
$246M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 0.85% |
$457K - $501K
|
1.34M
$55.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-818- 2.6% |
$33K - $36.3K
|
30.7K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
14+ 0.16% |
$565 - $621
|
8.53K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.74KNew |
$393K - $432K
|
9.74K
$401K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
37+ 0.43% |
$1.49K - $1.64K
|
8.59K
$354K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.88K+ 3.75% |
$76K - $83.4K
|
52.1K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.32K- 40.42% |
$215K - $236K
|
7.84K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.43K+ 10.23% |
$57.8K - $63.5K
|
15.4K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.9K- 23.34% |
$1.45M - $1.59M
|
118K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-499- 2.39% |
$20.1K - $22.1K
|
20.4K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.2K- 47.49% |
$694K - $763K
|
19K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-43.4K- 30.2% |
$1.75M - $1.93M
|
100K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.78K- 0.24% |
$71.7K - $78.7K
|
752K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
61+ 0.38% |
$2.46K - $2.71K
|
16K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.22K- 11.16% |
$49.2K - $54.1K
|
9.7K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.9K+ 153.59% |
$2.86M - $3.14M
|
117K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3+ 0.03% |
$121 - $133
|
9.9K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.86K- 3.38% |
$116K - $127K
|
81.8K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
246KNew |
$9.94M - $10.9M
|
246K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.7K+ 10.25% |
$877K - $963K
|
234K
$9.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81K- 1.48% |
$3.27M - $3.59M
|
5.39M
$222M
|