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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.49% |
$293 - $314
|
1.44K
$65K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.14K- 2.1% |
$132K - $141K
|
146K
$6.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.88K+ 1.73% |
$330K - $353K
|
462K
$20.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.99K+ 0.35% |
$125K - $134K
|
850K
$38.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
35.5K+ 4.72% |
$1.49M - $1.59M
|
789K
$35.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-9.91K- 5.7% |
$415K - $445K
|
164K
$7.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.94K- 5.73% |
$123K - $132K
|
48.2K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-312- 3.36% |
$13.1K - $14K
|
8.98K
$405K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
227+ 0.55% |
$9.51K - $10.2K
|
41.4K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
839+ 2.11% |
$35.2K - $37.6K
|
40.6K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
978+ 13.5% |
$41K - $43.9K
|
8.22K
$370K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-344- 3.07% |
$14.4K - $15.4K
|
10.9K
$489K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.5K+ 14.69% |
$903K - $967K
|
168K
$7.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$83.8 - $89.7
|
505
$22.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-101- 0.79% |
$4.23K - $4.53K
|
12.7K
$573K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-491- 1.96% |
$20.6K - $22K
|
24.6K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 3.08% |
$9.43K - $10.1K
|
7.07K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.37K+ 1.08% |
$267K - $286K
|
599K
$27M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.35K+ 0.44% |
$56.6K - $60.6K
|
311K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
19K+ 39.06% |
$798K - $854K
|
67.8K
$3.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31M- 97.65% |
$1.3B - $1.39B
|
745K
$33.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-362K- 2.17% |
$15.2M - $16.3M
|
16.4M
$737M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2K- 0.44% |
$83.8K - $89.7K
|
452K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-3.23K- 4.13% |
$135K - $145K
|
75.1K
$3.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$432K - $463K
|
10.3K
$464K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.55K+ 1.63% |
$191K - $204K
|
284K
$12.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-278- 0.41% |
$11.7K - $12.5K
|
67K
$3.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
19K+ 14.14% |
$797K - $854K
|
154K
$6.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-158- 0.08% |
$6.62K - $7.09K
|
210K
$9.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$83.8 - $89.7
|
28.6K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.27K- 3.99% |
$53.2K - $57K
|
30.6K
$1.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.95K- 0.36% |
$81.8K - $87.6K
|
548K
$24.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
144+ 1.02% |
$6.04K - $6.46K
|
14.3K
$643K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
16.8K+ 4.44% |
$705K - $755K
|
396K
$17.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-417- 0.22% |
$17.5K - $18.7K
|
187K
$8.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.3KNew |
$559K - $598K
|
13.3K
$601K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-183- 0.03% |
$7.67K - $8.21K
|
714K
$32.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4.25K+ 12.51% |
$178K - $191K
|
38.2K
$1.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32.3K- 1.42% |
$1.35M - $1.45M
|
2.24M
$101M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-2K- 19.11% |
$84K - $89.9K
|
8.48K
$382K
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-32.6K- 49.86% |
$1.37M - $1.46M
|
32.8K
$1.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-16.4K- 1.75% |
$687K - $735K
|
920K
$41.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
85+ 0.79% |
$3.56K - $3.81K
|
10.8K
$486K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.6K- 42.45% |
$654K - $700K
|
21.1K
$952K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.1K- 15.55% |
$590K - $631K
|
76.4K
$3.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.51K+ 0.82% |
$231K - $247K
|
679K
$30.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
6.04KNew |
$253K - $271K
|
6.04K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-435- 0.84% |
$18.2K - $19.5K
|
51.5K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 8.94% |
$959K - $1.03M
|
279K
$12.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.18KNew |
$91.2K - $97.6K
|
2.18K
$98K
|
|