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 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 2.66% |
$458K - $503K
|
437K
$18.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
386K+ 6403.45% |
$15.6M - $17.1M
|
392K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
440+ 3.55% |
$17.8K - $19.5K
|
12.8K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-97- 13.55% |
$3.92K - $4.3K
|
619
$26.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
81+ 0.26% |
$3.27K - $3.59K
|
31.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
103+ 0.4% |
$4.16K - $4.57K
|
26.2K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 0.38% |
$753K - $827K
|
4.89M
$207M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.3K+ 120.65% |
$617K - $678K
|
28K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-412- 1.45% |
$16.6K - $18.3K
|
28K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.23KNew |
$332K - $365K
|
8.23K
$348K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 4.7% |
$158K - $173K
|
87.2K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.54K- 1.52% |
$345K - $379K
|
553K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
77.6K+ 26.62% |
$3.13M - $3.44M
|
369K
$15.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
50.9KNew |
$2.05M - $2.26M
|
50.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
516K+ 1033.96% |
$20.8M - $22.9M
|
566K
$24M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.78% |
$8.08K - $8.87K
|
25.7K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.94K- 2.76% |
$199K - $219K
|
174K
$7.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
196New |
$7.91K - $8.69K
|
196
$8.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-46- 0.23% |
$1.86K - $2.04K
|
20.3K
$860K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.1K- 1.56% |
$44.5K - $48.9K
|
69.6K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
534+ 104.5% |
$21.6K - $23.7K
|
1.05K
$44.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.22MNew |
$49.4M - $54.3M
|
1.22M
$51.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.92K+ 8.5% |
$118K - $130K
|
37.3K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
BUY
|
- |
17.2KNew |
$694K - $763K
|
17.2K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-74- 0.23% |
$2.99K - $3.28K
|
32.8K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.74K+ 20.43% |
$151K - $166K
|
22.1K
$933K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
12.5KNew |
$504K - $553K
|
12.5K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-409- 1.85% |
$16.5K - $18.1K
|
21.7K
$918K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-451- 9.25% |
$18.2K - $20K
|
4.43K
$187K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
20.4KNew |
$822K - $903K
|
20.4K
$861K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.47K+ 11.13% |
$301K - $331K
|
74.5K
$3.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12.6K+ 43.65% |
$509K - $559K
|
41.5K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
199+ 3.9% |
$8.04K - $8.83K
|
5.31K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27.4K- 1.15% |
$1.11M - $1.21M
|
2.36M
$100M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.7K+ 54.15% |
$1.36M - $1.5M
|
96.1K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.3K- 3.19% |
$92.8K - $102K
|
69.7K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.37K- 1.58% |
$95.7K - $105K
|
148K
$6.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.8K- 1.77% |
$434K - $477K
|
598K
$25.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-717- 8.37% |
$29K - $31.8K
|
7.85K
$332K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
26+ 0.42% |
$1.05K - $1.15K
|
6.2K
$262K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
38+ 0.43% |
$1.53K - $1.69K
|
8.92K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-113- 1.9% |
$4.56K - $5.01K
|
5.85K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
171+ 4.85% |
$6.9K - $7.58K
|
3.69K
$156K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16K- 17.56% |
$645K - $709K
|
75K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8.57K- 5.1% |
$346K - $380K
|
159K
$6.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-213- 0.92% |
$8.6K - $9.45K
|
23K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.79K- 30.66% |
$113K - $124K
|
6.31K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
12+ 0.01% |
$485 - $532
|
165K
$6.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.63K+ 3.38% |
$349K - $383K
|
264K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
11.5K+ 15.54% |
$464K - $510K
|
85.5K
$3.62M
|