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 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
763+ 1.55% |
$30.8K - $33.8K
|
49.9K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
423KNew |
$17.1M - $18.8M
|
423K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.84K+ 20.67% |
$196K - $215K
|
28.3K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
54.6KNew |
$2.2M - $2.42M
|
54.6K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16K- 1.22% |
$647K - $711K
|
1.3M
$54.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- 0.03% |
$1.01K - $1.11K
|
84.6K
$3.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-10K- 20.59% |
$404K - $444K
|
38.6K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
58+ 0.2% |
$2.34K - $2.57K
|
28.8K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
76.3KNew |
$3.08M - $3.38M
|
76.3K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.2K+ 16.01% |
$1.62M - $1.78M
|
291K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
35K+ 37.08% |
$1.41M - $1.55M
|
129K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
71+ 0.3% |
$2.87K - $3.15K
|
23.5K
$993K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 0.26% |
$75.1K - $82.5K
|
717K
$30.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
57+ 0.01% |
$2.3K - $2.53K
|
879K
$37.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-15- 0.07% |
$606 - $665
|
21.2K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
165K+ 58.86% |
$6.68M - $7.34M
|
447K
$18.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-137K- 1.26% |
$5.52M - $6.07M
|
10.7M
$455M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.37K- 2.01% |
$136K - $149K
|
164K
$6.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1KNew |
$40.4K - $44.4K
|
1K
$42.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
64.1KNew |
$2.59M - $2.84M
|
64.1K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-308- 2.68% |
$12.4K - $13.7K
|
11.2K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 9.55% |
$69.5K - $76.3K
|
19.7K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
42.1KNew |
$1.7M - $1.87M
|
42.1K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 8.06% |
$219K - $241K
|
62K
$2.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.16K+ 12.38% |
$46.9K - $51.5K
|
10.5K
$446K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-690- 2.78% |
$27.9K - $30.6K
|
24.1K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-12.6K- 1.8% |
$510K - $560K
|
689K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
4.63K+ 1.11% |
$187K - $205K
|
421K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
213+ 0.57% |
$8.6K - $9.45K
|
37.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.43% |
$202 - $222
|
1.18K
$49.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
84.7KNew |
$3.42M - $3.76M
|
84.7K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-464- 4.41% |
$18.7K - $20.6K
|
10.1K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-117K- 95.47% |
$4.74M - $5.2M
|
5.57K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 2.21% |
$240K - $263K
|
263K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-184- 1.27% |
$7.43K - $8.16K
|
14.3K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.34K+ 25.83% |
$135K - $148K
|
16.3K
$689K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
832+ 0.21% |
$33.6K - $36.9K
|
393K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.13K- 3.0% |
$167K - $183K
|
134K
$5.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107- 0.06% |
$4.32K - $4.75K
|
177K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
60KNew |
$2.42M - $2.66M
|
60K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.4% |
$444 - $488
|
2.74K
$116K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
355KNew |
$14.3M - $15.7M
|
355K
$15M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1K- 4.22% |
$40.4K - $44.4K
|
22.7K
$960K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 1.41% |
$202K - $222K
|
349K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.6K+ 151.26% |
$1.16M - $1.27M
|
47.6K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
41.3KNew |
$1.67M - $1.83M
|
41.3K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17.3K+ 2.19% |
$697K - $766K
|
805K
$34M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-15.2K- 4.79% |
$614K - $674K
|
302K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
86.9KNew |
$3.51M - $3.85M
|
86.9K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-7- 3.26% |
$283 - $310
|
208
$8.8K
|