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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.43K+ 0.92% |
$138K - $152K
|
376K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$138K - $152K
|
3.42K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.34K+ 25.83% |
$135K - $148K
|
16.3K
$666K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.28K+ 1.37% |
$132K - $145K
|
242K
$9.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 0.73% |
$131K - $144K
|
448K
$18.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.23KNew |
$130K - $143K
|
3.23K
$132K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.08K+ 6.4% |
$125K - $137K
|
51.3K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.92K+ 8.5% |
$118K - $130K
|
37.3K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 6.84% |
$113K - $124K
|
43.8K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 22.62% |
$109K - $120K
|
14.6K
$598K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 9.07% |
$101K - $111K
|
30.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.48K+ 39.76% |
$100K - $110K
|
8.73K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.47KNew |
$99.5K - $109K
|
2.47K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 0.93% |
$96.1K - $106K
|
259K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.21KNew |
$89.3K - $98.1K
|
2.21K
$90.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 2.27% |
$87.7K - $96.3K
|
97.9K
$4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.14K+ 22.1% |
$86.5K - $95K
|
11.8K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.88K+ 3.75% |
$76K - $83.4K
|
52.1K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 33.46% |
$73.9K - $81.2K
|
7.3K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 9.55% |
$69.5K - $76.3K
|
19.7K
$807K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.65K+ 20.11% |
$66.4K - $73K
|
9.83K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.63KNew |
$65.7K - $72.2K
|
1.63K
$66.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 2.65% |
$64.6K - $71K
|
62K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.53K+ 0.29% |
$61.9K - $68K
|
534K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.46K+ 0.11% |
$59K - $64.8K
|
1.34M
$54.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.43K+ 10.23% |
$57.8K - $63.5K
|
15.4K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.41K+ 12.26% |
$56.9K - $62.5K
|
12.9K
$528K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.38K+ 0.92% |
$55.7K - $61.2K
|
152K
$6.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.18K+ 7.75% |
$47.8K - $52.5K
|
16.5K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.16K+ 12.38% |
$46.9K - $51.5K
|
10.5K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
1K+ 5.19% |
$40.5K - $44.5K
|
20.3K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1KNew |
$40.4K - $44.4K
|
1K
$40.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
960+ 10.57% |
$38.8K - $42.6K
|
10K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
890+ 0.28% |
$35.9K - $39.5K
|
315K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
832+ 0.21% |
$33.6K - $36.9K
|
393K
$16.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
825+ 2.69% |
$33.3K - $36.6K
|
31.5K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
763+ 1.55% |
$30.8K - $33.8K
|
49.9K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
691+ 57.25% |
$27.9K - $30.6K
|
1.9K
$77.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
647+ 1.94% |
$26.1K - $28.7K
|
34K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601New |
$24.3K - $26.7K
|
601
$24.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
534+ 104.5% |
$21.6K - $23.7K
|
1.05K
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 4.69% |
$20.2K - $22.2K
|
11.2K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
457+ 2.86% |
$18.5K - $20.3K
|
16.5K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
440+ 3.55% |
$17.8K - $19.5K
|
12.8K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
387+ 0.15% |
$15.6K - $17.2K
|
257K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
373+ 4.71% |
$15.1K - $16.5K
|
8.29K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 0.82% |
$13K - $14.3K
|
39.8K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
278+ 7.14% |
$11.2K - $12.3K
|
4.17K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
275+ 1.45% |
$11.1K - $12.2K
|
19.3K
$788K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
266+ 50.76% |
$10.7K - $11.8K
|
790
$32.3K
|