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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-822- 0.82% |
$33.2K - $36.5K
|
99.2K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
112+ 0.4% |
$4.52K - $4.97K
|
27.9K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
56.2K+ 8.52% |
$2.27M - $2.49M
|
715K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
157+ 0.24% |
$6.34K - $6.96K
|
65.8K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-19.6K- 3.1% |
$790K - $868K
|
611K
$25.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 33.46% |
$73.9K - $81.2K
|
7.3K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
387+ 0.15% |
$15.6K - $17.2K
|
257K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.46K+ 0.11% |
$59K - $64.8K
|
1.34M
$56.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
237+ 1.8% |
$9.57K - $10.5K
|
13.4K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16.1K- 9.09% |
$650K - $714K
|
161K
$6.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
26+ 0.15% |
$1.05K - $1.15K
|
17.9K
$756K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.01K- 3.43% |
$202K - $222K
|
141K
$5.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- -0.0% |
$202 - $222
|
132K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.39K- 0.34% |
$96.7K - $106K
|
696K
$29.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-368- 2.35% |
$14.9K - $16.3K
|
15.3K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
10+ 0.02% |
$404 - $444
|
42.3K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.81K- 1.49% |
$315K - $346K
|
516K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
48+ 0.18% |
$1.94K - $2.13K
|
26.5K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.3K- 3.35% |
$174K - $191K
|
124K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.11% |
$1.13K - $1.24K
|
24.7K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.53K- 1.19% |
$102K - $112K
|
209K
$8.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
278+ 7.14% |
$11.2K - $12.3K
|
4.17K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.84% |
$127K - $139K
|
370K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
37+ 0.12% |
$1.49K - $1.64K
|
31.6K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
24.6K+ 2.94% |
$992K - $1.09M
|
861K
$36.4M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
35+ 0.07% |
$1.41K - $1.55K
|
47.9K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
11+ 0.1% |
$444 - $488
|
11K
$467K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$121 - $133
|
831
$35.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
175+ 3.29% |
$7.07K - $7.76K
|
5.5K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$40.4 - $44.4
|
9.65K
$408K
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
74+ 0.41% |
$2.99K - $3.28K
|
18K
$762K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
38.8K+ 22.5% |
$1.57M - $1.72M
|
211K
$8.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.32K+ 120.25% |
$296K - $325K
|
13.4K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
143+ 0.91% |
$5.77K - $6.34K
|
15.9K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.02% |
$121 - $133
|
14.9K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.43K- 0.7% |
$138K - $152K
|
487K
$20.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.24% |
$2.06K - $2.26K
|
21.1K
$892K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$444 - $488
|
42.1K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.02K- 3.29% |
$81.5K - $89.5K
|
59.3K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.05K- 5.06% |
$82.7K - $90.8K
|
38.4K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
39+ 0.17% |
$1.57K - $1.73K
|
22.7K
$960K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 4.69% |
$20.2K - $22.2K
|
11.2K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.69K- 31.12% |
$190K - $208K
|
10.4K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.14K+ 22.1% |
$86.5K - $95K
|
11.8K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 26.82% |
$52.4K - $57.6K
|
3.54K
$150K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.41% |
$202 - $222
|
1.22K
$51.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
132+ 0.37% |
$5.33K - $5.85K
|
35.4K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18.3KNew |
$739K - $811K
|
18.3K
$774K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
48+ 0.42% |
$1.94K - $2.13K
|
11.4K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.28K+ 1.37% |
$132K - $145K
|
242K
$10.2M
|