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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.59KNew |
$93.8K - $106K
|
2.59K
$117K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.44KNew |
$161K - $182K
|
4.44K
$200K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
482+ 1338.89% |
$17.5K - $19.7K
|
518
$23.3K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-116- 0.18% |
$4.2K - $4.74K
|
64.4K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$363K - $410K
|
10K
$452K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.5KNew |
$90.4K - $102K
|
2.5K
$112K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$282K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
763+ 7.12% |
$27.6K - $31.2K
|
11.5K
$517K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
31.1KNew |
$1.12M - $1.27M
|
31.1K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.49KNew |
$271K - $306K
|
7.49K
$337K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.47KNew |
$53.1K - $60K
|
1.47K
$66.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.09KNew |
$220K - $249K
|
6.09K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
953+ 9.8% |
$34.5K - $39K
|
10.7K
$481K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
4.11K+ 15.24% |
$149K - $168K
|
31.1K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$262K - $295K
|
7.22K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.14% |
$362 - $409
|
7.12K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
603New |
$21.8K - $24.7K
|
603
$27.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$11.9M
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
32+ 0.66% |
$1.02K - $1.2K
|
4.88K
$220K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
811New |
$25.8K - $30.3K
|
811
$36.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
522New |
$16.6K - $19.5K
|
522
$23.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.39% |
$2.17K - $2.54K
|
17.6K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-143- 2.34% |
$4.55K - $5.35K
|
5.97K
$269K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.16KNew |
$292K - $343K
|
9.16K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$63.7 - $74.8
|
581
$26.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
59+ 0.39% |
$1.88K - $2.21K
|
15.3K
$689K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.19KNew |
$229K - $269K
|
7.19K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
676New |
$21.5K - $25.3K
|
676
$30.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$11.7K - $13.7K
|
366
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5.71KNew |
$182K - $213K
|
5.71K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.08KNew |
$130K - $153K
|
4.08K
$184K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-326- 42.23% |
$10.4K - $12.2K
|
446
$20.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-65- 0.97% |
$2.07K - $2.43K
|
6.63K
$298K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
227New |
$7.23K - $8.49K
|
227
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.39% |
$1.75K - $2.06K
|
14.2K
$638K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$9.14K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.05K+ 97.86% |
$33.5K - $39.3K
|
2.13K
$95.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
287K+ 41.41% |
$9.15M - $10.7M
|
981K
$44.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48K+ 1.99% |
$79K - $92.8K
|
127K
$5.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.4KNew |
$650K - $763K
|
20.4K
$919K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$15.9K - $18.7K
|
500
$22.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.86KNew |
$282K - $331K
|
8.86K
$399K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
675New |
$21.5K - $25.2K
|
675
$30.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$206M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
68.4KNew |
$2.18M - $2.56M
|
68.4K
$3.08M
|
|