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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
11.7KNew |
$473K - $519K
|
11.7K
$495K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.7K- 28.66% |
$755K - $829K
|
46.5K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.1K+ 26.41% |
$571K - $627K
|
67.7K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.61K+ 4.42% |
$307K - $338K
|
180K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-53.4K- 4.68% |
$2.16M - $2.37M
|
1.09M
$46M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.79K- 5.1% |
$113K - $124K
|
51.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$138K - $152K
|
3.42K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-72.8K- 17.79% |
$2.94M - $3.23M
|
337K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
30+ 0.01% |
$1.21K - $1.33K
|
298K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53K+ 15.91% |
$183K - $201K
|
33K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.85KNew |
$196K - $215K
|
4.85K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
113+ 0.4% |
$4.56K - $5.01K
|
28.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8M- 10.76% |
$153M - $168M
|
31.5M
$1.33B
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 11.54% |
$231K - $254K
|
55.3K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
63.9K+ 50.39% |
$2.58M - $2.83M
|
191K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99KNew |
$4M - $4.39M
|
99K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
21.4KNew |
$863K - $948K
|
21.4K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
161KNew |
$6.49M - $7.13M
|
161K
$6.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
21.5KNew |
$868K - $953K
|
21.5K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
67+ 0.16% |
$2.71K - $2.97K
|
40.8K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
65+ 0.44% |
$2.62K - $2.88K
|
14.8K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-364- 0.52% |
$14.7K - $16.1K
|
70.2K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-75- 1.63% |
$3.03K - $3.33K
|
4.52K
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.24% |
$4.72K - $5.19K
|
48.3K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.5K- 32.88% |
$101K - $111K
|
5.11K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-510- 0.76% |
$20.6K - $22.6K
|
66.7K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-21.1K- 3.16% |
$851K - $935K
|
647K
$27.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-231- 11.9% |
$9.33K - $10.2K
|
1.71K
$72.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.31K- 6.9% |
$93.3K - $102K
|
31.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.87K- 81.36% |
$237K - $260K
|
1.34K
$56.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-23.8K- 0.95% |
$959K - $1.05M
|
2.49M
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 0.11% |
$444 - $488
|
9.72K
$411K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.65K+ 20.11% |
$66.4K - $73K
|
9.83K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.83% |
$425K - $466K
|
361K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.09K- 0.77% |
$43.9K - $48.2K
|
141K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.43K+ 0.92% |
$138K - $152K
|
376K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 2.27% |
$87.7K - $96.3K
|
97.9K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.49K+ 8.3% |
$141K - $155K
|
45.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$7.47K - $8.2K
|
185
$7.83K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
98.5KNew |
$3.98M - $4.37M
|
98.5K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11.9KNew |
$482K - $529K
|
11.9K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-151- 0.12% |
$6.1K - $6.7K
|
122K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.8K- 4.78% |
$517K - $568K
|
255K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.4K+ 16.45% |
$664K - $729K
|
116K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
94.8K+ 22.11% |
$3.83M - $4.2M
|
523K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-168- 50.0% |
$6.78K - $7.45K
|
168
$7.11K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
960+ 10.57% |
$38.8K - $42.6K
|
10K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
53.2K+ 25.18% |
$2.15M - $2.36M
|
264K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.5K+ 2.39% |
$303K - $332K
|
321K
$13.6M
|