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 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.03K- 42.41% |
$292K - $311K
|
12.3K
$519K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-48.2K- 60.49% |
$1.56M - $1.66M
|
31.5K
$1.33M
|
|
| Q1 2023 | |||||||
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.91KNew |
$220K - $248K
|
6.91K
$292K
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.14K- 2.1% |
$36.3K - $40.7K
|
52.9K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.52K- 14.39% |
$80.4K - $90.3K
|
15K
$634K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.2KNew |
$548K - $615K
|
17.2K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.2% |
$989 - $1.11K
|
15.8K
$667K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
116KNew |
$3.71M - $4.16M
|
116K
$4.92M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.9KNew |
$2.14M - $2.4M
|
66.9K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
645KNew |
$20.6M - $23.1M
|
645K
$27.3M
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$460K - $517K
|
14.4K
$610K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$401K - $450K
|
12.6K
$531K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.61KNew |
$115K - $129K
|
3.61K
$153K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
885+ 14.04% |
$28.2K - $31.7K
|
7.19K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.4KNew |
$44.8K - $50.3K
|
1.4K
$59.4K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-80K- 8.16% |
$2.55M - $2.87M
|
900K
$38.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
610+ 6.64% |
$19.5K - $21.9K
|
9.8K
$415K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28+ 0.46% |
$893 - $1K
|
6.14K
$260K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66KNew |
$50.3K - $58.8K
|
1.66K
$70.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342New |
$10.3K - $12.1K
|
342
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.84KNew |
$85.7K - $100K
|
2.84K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$538K - $629K
|
17.8K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$333 - $389
|
3.62K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$967 - $1.13K
|
11.1K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.38KNew |
$41.8K - $48.9K
|
1.38K
$58.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
6.5KNew |
$197K - $230K
|
6.5K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.7KNew |
$81.6K - $95.5K
|
2.7K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$132K - $154K
|
101K
$4.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.14M
|
32.3K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29KNew |
$190K - $222K
|
6.29K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$343K - $401K
|
11.3K
$480K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.89KNew |
$57K - $66.7K
|
1.89K
$79.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.82KNew |
$267K - $312K
|
8.82K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.2K- 50.0% |
$307K - $359K
|
10.2K
$430K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.04KNew |
$182K - $213K
|
6.04K
$255K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.14KNew |
$186K - $217K
|
6.14K
$260K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
939New |
$28.4K - $33.2K
|
939
$39.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
SELL
|
- |
-58.9K- 1.94% |
$1.78M - $2.08M
|
2.97M
$126M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-887- 43.12% |
$26.8K - $31.4K
|
1.17K
$49.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.7KNew |
$142K - $166K
|
4.7K
$199K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
894New |
$27K - $31.6K
|
894
$37.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$190K - $222K
|
6.28K
$266K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
270New |
$8.16K - $9.55K
|
270
$11.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.6KNew |
$502K - $587K
|
16.6K
$702K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-77K- 95.8% |
$2.33M - $2.72M
|
3.38K
$143K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$43.6K - $51.3K
|
0
$0
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95Closed |
$2.81K - $3.3K
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04KNew |
$119K - $140K
|
4.04K
$171K
|
|