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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.14% |
$362 - $409
|
7.12K
$294K
|
|
| Q4 2023 | |||||||
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
774KNew |
$24.6M - $28.9M
|
774K
$32M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
287K+ 41.41% |
$9.15M - $10.7M
|
981K
$40.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
68.4KNew |
$2.18M - $2.56M
|
68.4K
$2.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20.4KNew |
$650K - $763K
|
20.4K
$843K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
14.8KNew |
$470K - $552K
|
14.8K
$610K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.85KNew |
$314K - $368K
|
9.85K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
9.16KNew |
$292K - $343K
|
9.16K
$379K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.98KNew |
$286K - $336K
|
8.98K
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.9KNew |
$283K - $333K
|
8.9K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.86KNew |
$282K - $331K
|
8.86K
$366K
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.31KNew |
$265K - $311K
|
8.31K
$343K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
7.19KNew |
$229K - $269K
|
7.19K
$297K
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.81KNew |
$217K - $254K
|
6.81K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
5.71KNew |
$182K - $213K
|
5.71K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
5.7KNew |
$181K - $213K
|
5.7K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.08KNew |
$130K - $153K
|
4.08K
$169K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48K+ 1.99% |
$79K - $92.8K
|
127K
$5.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.05K+ 97.86% |
$33.5K - $39.3K
|
2.13K
$87.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
811New |
$25.8K - $30.3K
|
811
$33.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
676New |
$21.5K - $25.3K
|
676
$27.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
675New |
$21.5K - $25.2K
|
675
$27.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
522New |
$16.6K - $19.5K
|
522
$21.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$15.9K - $18.7K
|
500
$20.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$11.7K - $13.7K
|
366
$15.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
227New |
$7.23K - $8.49K
|
227
$9.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$8.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.39% |
$2.17K - $2.54K
|
17.6K
$729K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
59+ 0.39% |
$1.88K - $2.21K
|
15.3K
$632K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.39% |
$1.75K - $2.06K
|
14.2K
$585K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.41% |
$733 - $860
|
5.68K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$63.7 - $74.8
|
581
$24K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.31K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22.6K+ 4.1% |
$764K - $818K
|
574K
$23.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3KNew |
$382K - $409K
|
11.3K
$467K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$186K - $199K
|
5.49K
$227K
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$132K - $141K
|
3.89K
$161K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.49K+ 1.03% |
$118K - $126K
|
343K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
786New |
$26.6K - $28.4K
|
786
$32.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
430New |
$14.5K - $15.6K
|
430
$17.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
286+ 3.35% |
$9.68K - $10.4K
|
8.82K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82+ 0.36% |
$2.77K - $2.97K
|
22.9K
$948K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
220K+ 18.94% |
$7.1M - $7.58M
|
1.38M
$57M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
26.6K+ 40.51% |
$860K - $918K
|
92.3K
$3.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.1K+ 27.65% |
$618K - $660K
|
88.3K
$3.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.7KNew |
$347K - $371K
|
10.7K
$444K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65KNew |
$312K - $333K
|
9.65K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.97KNew |
$193K - $206K
|
5.97K
$247K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 16.0% |
$92.9K - $99.2K
|
20.8K
$861K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
935+ 2.11% |
$30.2K - $32.3K
|
45.2K
$1.87M
|
|