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 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
91.9K+ 2343.82% |
$3.71M - $4.08M
|
95.9K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.01K- 1.91% |
$40.8K - $44.8K
|
51.8K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.41K- 1.11% |
$97.3K - $107K
|
215K
$9.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.11% |
$1.01K - $1.11K
|
21.8K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.81K+ 115.7% |
$154K - $169K
|
7.1K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13K+ 13.26% |
$526K - $577K
|
111K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
261+ 0.31% |
$10.5K - $11.6K
|
83.4K
$3.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20.6K+ 4.91% |
$832K - $914K
|
440K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.81KNew |
$275K - $302K
|
6.81K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 0.73% |
$131K - $144K
|
448K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 2.65% |
$64.6K - $71K
|
62K
$2.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
56+ 0.43% |
$2.26K - $2.48K
|
13.2K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.41K+ 244.97% |
$299K - $329K
|
10.4K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.2K- 27.7% |
$654K - $719K
|
42.3K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22+ 0.23% |
$888 - $976
|
9.41K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-76- 0.25% |
$3.07K - $3.37K
|
30.3K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
159+ 0.37% |
$6.42K - $7.05K
|
43.3K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 5.16% |
$465K - $510K
|
235K
$9.92M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
457+ 2.86% |
$18.5K - $20.3K
|
16.5K
$697K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
453KNew |
$18.3M - $20.1M
|
453K
$19.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
25+ 0.44% |
$1.01K - $1.11K
|
5.72K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 2.98% |
$147K - $162K
|
119K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-627- 5.68% |
$25.3K - $27.8K
|
10.4K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
912K+ 2.77% |
$36.8M - $40.4M
|
33.9M
$1.43B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.3K+ 12.47% |
$860K - $945K
|
192K
$8.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
72.4KNew |
$2.92M - $3.21M
|
72.4K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.19K+ 60.09% |
$169K - $186K
|
11.2K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-94- 2.51% |
$3.8K - $4.17K
|
3.65K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.54KNew |
$264K - $290K
|
6.54K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-43.7K- 4.87% |
$1.77M - $1.94M
|
855K
$36.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.43K- 0.08% |
$57.8K - $63.5K
|
1.72M
$72.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5+ 0.07% |
$202 - $222
|
7.19K
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-500- 0.58% |
$20.2K - $22.2K
|
85.4K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-110K- 1.7% |
$4.46M - $4.9M
|
6.37M
$270M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.7K- 0.64% |
$471K - $517K
|
1.81M
$76.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-452- 3.92% |
$18.3K - $20K
|
11.1K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.77K- 6.46% |
$71.6K - $78.6K
|
25.7K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-40- 0.81% |
$1.62K - $1.77K
|
4.9K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
109K+ 17.85% |
$4.42M - $4.85M
|
722K
$30.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-138- 0.04% |
$5.57K - $6.12K
|
329K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 43.15% |
$1.25M - $1.37M
|
103K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.2K- 1.68% |
$818K - $898K
|
1.18M
$50M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
108KNew |
$4.38M - $4.81M
|
108K
$4.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
57.3KNew |
$2.31M - $2.54M
|
57.3K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
26K+ 14.52% |
$1.05M - $1.15M
|
205K
$8.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
242K+ 59.83% |
$9.76M - $10.7M
|
646K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1K+ 5.19% |
$40.5K - $44.5K
|
20.3K
$861K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.8K- 6.06% |
$194K - $213K
|
74.3K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
20.3KNew |
$818K - $898K
|
20.3K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.35K- 0.91% |
$216K - $237K
|
580K
$24.5M
|