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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.52KNew |
$213K - $230K
|
5.52K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.37K- 7.98% |
$52.8K - $57.2K
|
15.8K
$669K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-57- 0.04% |
$2.2K - $2.38K
|
134K
$5.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
4.92KNew |
$189K - $205K
|
4.92K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63KNew |
$62.7K - $67.9K
|
1.63K
$68.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-237- 13.07% |
$9.13K - $9.88K
|
1.58K
$66.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
5.06KNew |
$195K - $211K
|
5.06K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.07K- 35.61% |
$41.1K - $44.5K
|
1.93K
$81.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.18K- 17.14% |
$45.4K - $49.1K
|
5.7K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$41.6K - $45K
|
23.4K
$992K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
154+ 2.95% |
$5.93K - $6.42K
|
5.38K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-269- 4.03% |
$10.4K - $11.2K
|
6.41K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 17.47% |
$6.36M - $6.88M
|
1.11M
$47M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3- 0.01% |
$116 - $125
|
32.6K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.76K+ 20.65% |
$299K - $323K
|
45.3K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.3K- 18.65% |
$50.2K - $54.3K
|
5.68K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-25- 0.07% |
$963 - $1.04K
|
34.5K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
126+ 2.23% |
$4.85K - $5.25K
|
5.77K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.4KNew |
$285K - $308K
|
7.4K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 27.33% |
$79.3K - $85.8K
|
5.47K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.24KNew |
$86.4K - $93.6K
|
2.24K
$94.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
7.41KNew |
$285K - $309K
|
7.41K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-387- 5.67% |
$14.9K - $16.1K
|
6.43K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
165+ 0.17% |
$6.35K - $6.88K
|
98.2K
$4.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$116 - $125
|
691
$29.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.54% |
$1.93K - $2.08K
|
9.14K
$387K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-47- 0.92% |
$1.81K - $1.96K
|
5.09K
$215K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.92K- 64.44% |
$74.1K - $80.2K
|
1.06K
$44.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
67.7KNew |
$2.61M - $2.82M
|
67.7K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-247- 4.66% |
$9.51K - $10.3K
|
5.05K
$214K
|
|
| Q2 2024 | |||||||
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.5K- 1.39% |
$57.6K - $60.9K
|
106K
$4.48M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.28KNew |
$242K - $256K
|
6.28K
$266K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-125- 0.34% |
$4.82K - $5.1K
|
36.4K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.7KNew |
$683K - $723K
|
17.7K
$750K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.8K+ 64.4% |
$418K - $442K
|
27.7K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.8KNew |
$840K - $889K
|
21.8K
$923K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
790New |
$30.4K - $32.2K
|
790
$33.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.9K+ 95.4% |
$150K - $159K
|
7.99K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.25% |
$4.35K - $4.61K
|
8.91K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-174- 1.24% |
$6.7K - $7.09K
|
13.9K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12.6KNew |
$486K - $514K
|
12.6K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.63K+ 1.11% |
$255K - $270K
|
602K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.6KNew |
$484K - $512K
|
12.6K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$870K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$5.97K - $6.32K
|
155
$6.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-79.2K- 0.55% |
$3.05M - $3.23M
|
14.4M
$610M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
8.79KNew |
$339K - $358K
|
8.79K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
271+ 0.89% |
$10.4K - $11K
|
30.7K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-17.2K- 71.0% |
$663K - $701K
|
7.03K
$297K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.86K- 23.28% |
$71.8K - $76K
|
6.14K
$260K
|
|