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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.41K+ 244.97% |
$299K - $329K
|
10.4K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
7.04KNew |
$284K - $312K
|
7.04K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.81KNew |
$275K - $302K
|
6.81K
$259K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.64KNew |
$268K - $295K
|
6.64K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.54KNew |
$264K - $290K
|
6.54K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.23K+ 1.42% |
$252K - $276K
|
446K
$17M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.06KNew |
$245K - $269K
|
6.06K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.79KNew |
$234K - $257K
|
5.79K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.72K+ 11.54% |
$231K - $254K
|
55.3K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$219K - $240K
|
5.42K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5.31KNew |
$214K - $235K
|
5.31K
$202K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
5.17KNew |
$209K - $229K
|
5.17K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.85KNew |
$196K - $215K
|
4.85K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.84K+ 20.67% |
$196K - $215K
|
28.3K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.53K+ 15.91% |
$183K - $201K
|
33K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
4.19K+ 60.09% |
$169K - $186K
|
11.2K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4K+ 16.16% |
$161K - $177K
|
28.7K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 4.7% |
$158K - $173K
|
87.2K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.81K+ 115.7% |
$154K - $169K
|
7.1K
$271K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 16.37% |
$151K - $166K
|
26.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.49K+ 8.3% |
$141K - $155K
|
45.5K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.43K+ 0.92% |
$138K - $152K
|
376K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.42KNew |
$138K - $152K
|
3.42K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.34K+ 25.83% |
$135K - $148K
|
16.3K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.24K+ 0.73% |
$131K - $144K
|
448K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.23KNew |
$130K - $143K
|
3.23K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.08K+ 6.4% |
$125K - $137K
|
51.3K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 6.84% |
$113K - $124K
|
43.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.5K+ 9.07% |
$101K - $111K
|
30.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.48K+ 39.76% |
$100K - $110K
|
8.73K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.47KNew |
$99.5K - $109K
|
2.47K
$93.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 0.93% |
$96.1K - $106K
|
259K
$9.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.21KNew |
$89.3K - $98.1K
|
2.21K
$84.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17K+ 2.27% |
$87.7K - $96.3K
|
97.9K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.14K+ 22.1% |
$86.5K - $95K
|
11.8K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.88K+ 3.75% |
$76K - $83.4K
|
52.1K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 33.46% |
$73.9K - $81.2K
|
7.3K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.72K+ 9.55% |
$69.5K - $76.3K
|
19.7K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.65K+ 20.11% |
$66.4K - $73K
|
9.83K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.63KNew |
$65.7K - $72.2K
|
1.63K
$62K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.6K+ 2.65% |
$64.6K - $71K
|
62K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.53K+ 0.29% |
$61.9K - $68K
|
534K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.46K+ 0.11% |
$59K - $64.8K
|
1.34M
$50.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.43K+ 10.23% |
$57.8K - $63.5K
|
15.4K
$588K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.41K+ 12.26% |
$56.9K - $62.5K
|
12.9K
$492K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.38K+ 0.92% |
$55.7K - $61.2K
|
152K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.18K+ 7.75% |
$47.8K - $52.5K
|
16.5K
$627K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.16K+ 12.38% |
$46.9K - $51.5K
|
10.5K
$402K
|