Latest Institutional Purchases of Dimensional ETF Tr Us Marketwi (DFUV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Us Marketwi (DFUV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
16.6KNew |
$502K - $587K
|
16.6K
$679K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
11.3KNew |
$343K - $401K
|
11.3K
$464K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
8.82KNew |
$267K - $312K
|
8.82K
$361K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
6.5KNew |
$197K - $230K
|
6.5K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.29KNew |
$190K - $222K
|
6.29K
$257K
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$190K - $222K
|
6.28K
$257K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.14KNew |
$186K - $217K
|
6.14K
$251K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.04KNew |
$182K - $213K
|
6.04K
$247K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.7KNew |
$142K - $166K
|
4.7K
$192K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.35K+ 4.51% |
$132K - $154K
|
101K
$4.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.84KNew |
$85.7K - $100K
|
2.84K
$116K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.7KNew |
$81.6K - $95.5K
|
2.7K
$110K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.89KNew |
$57K - $66.7K
|
1.89K
$77.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.66KNew |
$50.3K - $58.8K
|
1.66K
$68K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.38KNew |
$41.8K - $48.9K
|
1.38K
$56.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
939New |
$28.4K - $33.2K
|
939
$38.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
894New |
$27K - $31.6K
|
894
$36.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
342New |
$10.3K - $12.1K
|
342
$14K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
270New |
$8.16K - $9.55K
|
270
$11K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
32+ 0.29% |
$967 - $1.13K
|
11.1K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.3% |
$333 - $389
|
3.62K
$148K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.7MNew |
$50.3M - $59.1M
|
1.7M
$69.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
302K+ 91.07% |
$8.93M - $10.5M
|
633K
$25.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
169K+ 16.37% |
$5.02M - $5.89M
|
1.2M
$49.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
94.1KNew |
$2.79M - $3.27M
|
94.1K
$3.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
73K+ 4.25% |
$2.16M - $2.54M
|
1.79M
$73.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
27.6KNew |
$817K - $960K
|
27.6K
$1.13M
|
|
|
Oct 24, 2022
Q3 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
21.4KNew |
$633K - $743K
|
21.4K
$874K
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21KNew |
$622K - $731K
|
21K
$860K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$439K - $516K
|
14.8K
$607K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
12.8KNew |
$378K - $444K
|
12.8K
$522K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.74K+ 100.0% |
$229K - $269K
|
15.5K
$633K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.7KNew |
$228K - $268K
|
7.7K
$315K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.71KNew |
$199K - $234K
|
6.71K
$275K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04KNew |
$119K - $140K
|
4.04K
$165K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.87KNew |
$84.9K - $99.7K
|
2.87K
$117K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.35K+ 1.58% |
$69.6K - $81.8K
|
151K
$6.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 45.99% |
$46.6K - $54.8K
|
5K
$204K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.34KNew |
$39.5K - $46.4K
|
1.34K
$54.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.2K+ 0.49% |
$35.4K - $41.6K
|
247K
$10.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.11K+ 5.25% |
$32.8K - $38.5K
|
22.2K
$909K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39+ 0.35% |
$1.15K - $1.36K
|
11K
$451K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.53% |
$266 - $313
|
1.72K
$70.2K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
262KNew |
$8.1M - $9.25M
|
262K
$10.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
121KNew |
$3.74M - $4.27M
|
121K
$4.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
114KNew |
$3.53M - $4.03M
|
114K
$4.67M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
51.8KNew |
$1.6M - $1.83M
|
51.8K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7KNew |
$1.44M - $1.65M
|
46.7K
$1.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.06M
|
|