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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.43K- 16.51% |
$54.9K - $58.1K
|
7.21K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.3KNew |
$436K - $461K
|
11.3K
$478K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.47% |
$771 - $815
|
4.25K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
933New |
$35.9K - $38K
|
933
$39.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-969- 79.1% |
$37.3K - $39.5K
|
256
$10.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$64.2K - $67.9K
|
1.67K
$70.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 1.42% |
$7.71K - $8.15K
|
13.9K
$587K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$617K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.6KNew |
$562K - $595K
|
14.6K
$617K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
7.92KNew |
$305K - $323K
|
7.92K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$88.9K - $94K
|
2.31K
$97.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$411K - $435K
|
10.7K
$452K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
23.2KNew |
$894K - $946K
|
23.2K
$982K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.95K+ 54.87% |
$114K - $120K
|
8.32K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
101New |
$3.89K - $4.12K
|
101
$4.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
223New |
$8.59K - $9.09K
|
223
$9.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.69K- 1.24% |
$104K - $110K
|
214K
$9.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.07KNew |
$41.2K - $43.6K
|
1.07K
$45.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$870K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
4.45K+ 117.43% |
$171K - $181K
|
8.23K
$348K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 1.86% |
$67.3K - $71.2K
|
92.3K
$3.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
551New |
$21.2K - $22.5K
|
551
$23.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$385K - $408K
|
10K
$423K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.1K+ 36.17% |
$158K - $167K
|
15.4K
$653K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 14.97% |
$83.2K - $88K
|
12.3K
$519K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
51+ 0.45% |
$1.97K - $2.08K
|
11.3K
$479K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.97K- 17.33% |
$192K - $203K
|
23.7K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.35KNew |
$283K - $300K
|
7.35K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-641- 9.48% |
$24.7K - $26.1K
|
6.12K
$259K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
9.61KNew |
$370K - $392K
|
9.61K
$407K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
20.6K+ 37.7% |
$792K - $838K
|
75.1K
$3.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-451- 6.93% |
$17.4K - $18.4K
|
6.05K
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-738- 16.59% |
$28.4K - $30.1K
|
3.71K
$157K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-152- 1.01% |
$5.86K - $6.2K
|
15K
$633K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-3.8K- 15.61% |
$146K - $155K
|
20.5K
$869K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
65New |
$2.5K - $2.65K
|
65
$2.75K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
744New |
$28.7K - $30.3K
|
744
$31.5K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
950New |
$36.6K - $38.7K
|
950
$40.2K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.49K- 32.72% |
$90.3K - $102K
|
5.13K
$217K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.54K- 16.84% |
$164K - $186K
|
22.4K
$948K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 8.09% |
$16.2K - $18.3K
|
5.09K
$215K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-84.2KClosed |
$3.05M - $3.44M
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 53.05% |
$7.24K - $8.18K
|
177
$7.49K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.36KNew |
$49.2K - $55.6K
|
1.36K
$57.5K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.8KNew |
$393K - $444K
|
10.8K
$459K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.38K+ 362.6% |
$86K - $97.1K
|
3.03K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-656- 8.06% |
$23.8K - $26.8K
|
7.48K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.35KNew |
$194K - $219K
|
5.35K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.94K+ 52.01% |
$143K - $161K
|
11.5K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$990K
|
|