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 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
675New |
$21.5K - $25.2K
|
675
$27.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
522New |
$16.6K - $19.5K
|
522
$21.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
500New |
$15.9K - $18.7K
|
500
$20.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366New |
$11.7K - $13.7K
|
366
$15K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
227New |
$7.23K - $8.49K
|
227
$9.28K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
203New |
$6.47K - $7.59K
|
203
$8.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
68+ 0.39% |
$2.17K - $2.54K
|
17.6K
$721K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
59+ 0.39% |
$1.88K - $2.21K
|
15.3K
$626K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
55+ 0.39% |
$1.75K - $2.06K
|
14.2K
$579K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
32+ 0.66% |
$1.02K - $1.2K
|
4.88K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23+ 0.41% |
$733 - $860
|
5.68K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$63.7 - $74.8
|
581
$23.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.27% |
$31.9 - $37.4
|
80
$3.27K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22.6K+ 4.1% |
$764K - $818K
|
574K
$23.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
11.3KNew |
$382K - $409K
|
11.3K
$462K
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.49KNew |
$186K - $199K
|
5.49K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$132K - $141K
|
3.89K
$159K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.49K+ 1.03% |
$118K - $126K
|
343K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
786New |
$26.6K - $28.4K
|
786
$32.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
430New |
$14.5K - $15.6K
|
430
$17.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
286+ 3.35% |
$9.68K - $10.4K
|
8.82K
$360K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
82+ 0.36% |
$2.77K - $2.97K
|
22.9K
$938K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
220K+ 18.94% |
$7.1M - $7.58M
|
1.38M
$56.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
26.6K+ 40.51% |
$860K - $918K
|
92.3K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
19.1K+ 27.65% |
$618K - $660K
|
88.3K
$3.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
10.7KNew |
$347K - $371K
|
10.7K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65KNew |
$312K - $333K
|
9.65K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
5.97KNew |
$193K - $206K
|
5.97K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.87K+ 16.0% |
$92.9K - $99.2K
|
20.8K
$852K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
935+ 2.11% |
$30.2K - $32.3K
|
45.2K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
422New |
$13.6K - $14.6K
|
422
$17.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
97New |
$3.14K - $3.35K
|
97
$3.97K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
76+ 0.51% |
$2.46K - $2.62K
|
15K
$615K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
71+ 0.51% |
$2.29K - $2.45K
|
14.1K
$578K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
645KNew |
$20.6M - $23.1M
|
645K
$26.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
116KNew |
$3.71M - $4.16M
|
116K
$4.75M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.9KNew |
$2.14M - $2.4M
|
66.9K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
23.9KNew |
$761K - $855K
|
23.9K
$976K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
17.2KNew |
$548K - $615K
|
17.2K
$702K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
14.4KNew |
$460K - $517K
|
14.4K
$590K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.6KNew |
$401K - $450K
|
12.6K
$514K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.91KNew |
$220K - $248K
|
6.91K
$283K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
3.61KNew |
$115K - $129K
|
3.61K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.4KNew |
$44.8K - $50.3K
|
1.4K
$57.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
885+ 14.04% |
$28.2K - $31.7K
|
7.19K
$294K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
610+ 6.64% |
$19.5K - $21.9K
|
9.8K
$401K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
35+ 0.46% |
$1.12K - $1.25K
|
7.65K
$313K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
28+ 0.46% |
$893 - $1K
|
6.14K
$251K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
32.3KNew |
$977K - $1.14M
|
32.3K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
17.8KNew |
$538K - $629K
|
17.8K
$728K
|
|