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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$109 - $127
|
838
$37.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-118- 0.74% |
$4.28K - $4.99K
|
15.7K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
235+ 1.57% |
$8.52K - $9.94K
|
15.2K
$685K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 2.61% |
$15.7K - $18.3K
|
17K
$764K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
438KNew |
$15.9M - $18.5M
|
438K
$19.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.13% |
$906 - $1.06K
|
18.6K
$840K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.75K- 23.63% |
$63.4K - $74K
|
5.66K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.15K- 21.0% |
$77.9K - $90.8K
|
8.08K
$364K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$196K - $229K
|
5.42K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 0.03% |
$181 - $211
|
16.2K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-45.9K- 5.71% |
$1.66M - $1.94M
|
758K
$34.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$95.3K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$50.1K - $54.3K
|
1.25K
$56.5K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-900- 13.18% |
$36K - $39K
|
5.93K
$267K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.75KNew |
$270K - $292K
|
6.75K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-370- 4.16% |
$14.8K - $16K
|
8.53K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-143- 4.18% |
$5.71K - $6.19K
|
3.28K
$148K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 35.15% |
$426K - $462K
|
19.7K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22.5KNew |
$900K - $975K
|
22.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.6KNew |
$744K - $806K
|
18.6K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.64KNew |
$345K - $374K
|
8.64K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.27K- 12.73% |
$131K - $141K
|
22.4K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
49+ 0.32% |
$1.96K - $2.12K
|
15.4K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-117- 45.7% |
$4.68K - $5.07K
|
139
$6.26K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.21K- 10.75% |
$128K - $139K
|
26.6K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.22K+ 74.39% |
$288K - $312K
|
16.9K
$762K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.99KNew |
$160K - $173K
|
3.99K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.14% |
$839 - $909
|
14.8K
$666K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1K- 16.71% |
$40K - $43.3K
|
4.99K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$254K - $276K
|
6.37K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-21.2K- 6.46% |
$849K - $920K
|
308K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 5.86% |
$30.2K - $32.8K
|
12.2K
$548K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
802+ 4.59% |
$32K - $34.7K
|
18.3K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 19.15% |
$12.1K - $13.1K
|
1.28K
$57.4K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.89% |
$2.76K - $2.99K
|
3.58K
$161K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.9KNew |
$116K - $125K
|
2.9K
$130K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
649New |
$25.9K - $28.1K
|
649
$29.2K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$1.96K - $2.12K
|
49
$2.21K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
9.01K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
572New |
$22.9K - $24.8K
|
572
$25.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.73KNew |
$69.3K - $75.1K
|
1.73K
$78.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-887- 4.36% |
$35.4K - $38.4K
|
19.5K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.71K+ 59.46% |
$188K - $204K
|
12.6K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$4.4K - $4.76K
|
110
$4.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.19KNew |
$247K - $268K
|
6.19K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.64KNew |
$305K - $331K
|
7.64K
$344K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5KNew |
$200K - $216K
|
5K
$225K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
448New |
$17.9K - $19.4K
|
448
$20.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-185- 0.87% |
$7.39K - $8.01K
|
21.2K
$954K
|
|