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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 11.54% |
$92.9K - $99.5K
|
21.4K
$965K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7.1K- 4.7% |
$297K - $318K
|
144K
$6.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 8.28% |
$1.06M - $1.14M
|
331K
$14.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-121- 2.19% |
$5.07K - $5.43K
|
5.41K
$244K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27+ 0.44% |
$1.13K - $1.21K
|
6.13K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
82+ 0.44% |
$3.44K - $3.68K
|
18.5K
$835K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-353- 6.56% |
$14.8K - $15.8K
|
5.03K
$227K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.09K- 54.04% |
$297K - $318K
|
6.03K
$272K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$19.1M - $20.5M
|
456K
$20.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.29K- 4.66% |
$96K - $103K
|
46.8K
$2.11M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$1.22K - $1.3K
|
12.1K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.03K- 1.66% |
$253K - $271K
|
358K
$16.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.15K+ 1.31% |
$174K - $186K
|
321K
$14.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-757- 0.47% |
$31.7K - $34K
|
161K
$7.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
23New |
$964 - $1.03K
|
23
$1.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.37K- 1.14% |
$99.4K - $106K
|
206K
$9.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-165- 0.26% |
$6.92K - $7.4K
|
62.9K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-92- 0.16% |
$3.86K - $4.13K
|
55.7K
$2.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.54K- 0.46% |
$232K - $249K
|
1.2M
$54.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$41.9 - $44.9
|
9.65K
$435K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
75+ 0.32% |
$3.14K - $3.37K
|
23.7K
$1.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-2.34K- 1.98% |
$97.9K - $105K
|
116K
$5.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.59K- 1.02% |
$402K - $430K
|
931K
$42M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-220- 2.38% |
$9.22K - $9.87K
|
9.04K
$407K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
228+ 0.44% |
$9.56K - $10.2K
|
51.5K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.18% |
$377 - $404
|
5.13K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-887- 0.66% |
$37.2K - $39.8K
|
133K
$5.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 16.51% |
$45K - $48.2K
|
5.43K
$245K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-396- 3.54% |
$16.6K - $17.8K
|
10.8K
$486K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.48K+ 0.62% |
$188K - $201K
|
725K
$32.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
96+ 0.69% |
$4.02K - $4.31K
|
14.1K
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
4.54KNew |
$190K - $204K
|
4.54K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.62K+ 8.11% |
$235K - $252K
|
74.9K
$3.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.97K- 1.22% |
$292K - $313K
|
565K
$25.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
75+ 0.44% |
$3.14K - $3.37K
|
17.1K
$772K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-6.79K- 10.66% |
$285K - $305K
|
56.9K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.19K- 1.0% |
$134K - $143K
|
315K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-232K- 49.28% |
$9.72M - $10.4M
|
239K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.68K+ 130.41% |
$70.5K - $75.4K
|
2.97K
$134K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.0% |
$210 - $224
|
130K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
43+ 0.23% |
$1.8K - $1.93K
|
18.4K
$828K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.4K+ 4.43% |
$521K - $558K
|
293K
$13.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.75K+ 11.56% |
$241K - $258K
|
55.5K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-428- 0.32% |
$17.9K - $19.2K
|
132K
$5.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-649- 1.55% |
$27.2K - $29.1K
|
41.2K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.73K- 1.69% |
$240K - $257K
|
333K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 8.27% |
$51.4K - $55.1K
|
16.1K
$723K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.51KNew |
$189K - $202K
|
4.51K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
10.4KNew |
$434K - $464K
|
10.4K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
10.7K+ 1.12% |
$449K - $481K
|
965K
$43.5M
|
|