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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.26K- 1.4% |
$90.3K - $97.9K
|
159K
$6.05M
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-145- 2.14% |
$5.79K - $6.28K
|
6.65K
$253K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 3.89% |
$21.6K - $23.4K
|
13.3K
$508K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-278- 4.81% |
$11.1K - $12K
|
5.5K
$209K
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-3.39K- 0.44% |
$135K - $147K
|
771K
$29.4M
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.4% |
$959 - $1.04K
|
6.05K
$231K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.73K+ 25.52% |
$149K - $162K
|
18.4K
$700K
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.95K+ 0.57% |
$118K - $128K
|
519K
$19.8M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 3.77% |
$854K - $925K
|
587K
$22.4M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-273- 0.98% |
$10.9K - $11.8K
|
27.6K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.14K- 3.85% |
$365K - $396K
|
228K
$8.69M
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.98K- 1.63% |
$359K - $389K
|
543K
$20.7M
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.72K- 2.16% |
$109K - $118K
|
123K
$4.7M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$160 - $173
|
64.3K
$2.45M
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-1.82K- 0.43% |
$72.7K - $78.8K
|
419K
$16M
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.78K- 35.27% |
$311K - $337K
|
14.3K
$544K
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
33.7K+ 8.58% |
$1.35M - $1.46M
|
426K
$16.2M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.24K- 5.14% |
$89.3K - $96.8K
|
41.3K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.7K- 0.97% |
$426K - $461K
|
1.08M
$41.3M
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30.6K- 11.16% |
$1.22M - $1.33M
|
244K
$9.29M
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.59KNew |
$223K - $242K
|
5.59K
$213K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 0.4% |
$1.64K - $1.78K
|
10.3K
$394K
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.6KNew |
$422K - $457K
|
10.6K
$403K
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-2.48K- 3.24% |
$98.9K - $107K
|
73.8K
$2.81M
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.06K+ 0.54% |
$42.5K - $46K
|
200K
$7.61M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51.4K- 1.78% |
$2.05M - $2.22M
|
2.84M
$108M
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10+ 0.09% |
$400 - $433
|
11K
$421K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-615- 0.73% |
$24.6K - $26.6K
|
83.9K
$3.2M
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.82K+ 1.03% |
$153K - $166K
|
374K
$14.3M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.53KNew |
$221K - $239K
|
5.53K
$211K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.22% |
$1.88K - $2.04K
|
21.1K
$806K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.52K+ 104.13% |
$380K - $412K
|
18.7K
$711K
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.6K- 1.21% |
$64K - $69.4K
|
130K
$4.96M
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
36.2K+ 6.62% |
$1.45M - $1.57M
|
582K
$22.2M
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.46K- 2.46% |
$58.1K - $63K
|
57.7K
$2.2M
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-11.7K- 1.92% |
$469K - $508K
|
599K
$22.8M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68K- 18.02% |
$227K - $246K
|
25.9K
$985K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.29KNew |
$51.5K - $55.8K
|
1.29K
$49.1K
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-778- 1.89% |
$31.1K - $33.7K
|
40.3K
$1.54M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.16% |
$7.99K - $8.66K
|
9.07K
$346K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
584+ 2.88% |
$23.3K - $25.3K
|
20.8K
$794K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.68K- 2.97% |
$147K - $159K
|
120K
$4.58M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.58K+ 6.96% |
$183K - $198K
|
70.4K
$2.68M
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-667- 0.19% |
$26.7K - $28.9K
|
354K
$13.5M
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.32K- 2.75% |
$52.7K - $57.1K
|
46.6K
$1.78M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25- 0.16% |
$999 - $1.08K
|
15.8K
$604K
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.24K+ 27.98% |
$89.4K - $96.8K
|
10.2K
$390K
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
7.54K+ 1.12% |
$301K - $326K
|
682K
$26M
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$1.84K - $1.99K
|
18K
$688K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 2.4% |
$418K - $453K
|
426K
$16.3M
|