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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
21KNew |
$622K - $731K
|
21K
$869K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$439K - $516K
|
14.8K
$613K
|
|
|
Oct 27, 2022
Q3 2022
|
Verity Wealth Advisors
|
BUY
|
- |
12.8KNew |
$378K - $444K
|
12.8K
$528K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.74K+ 100.0% |
$229K - $269K
|
15.5K
$640K
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.7KNew |
$228K - $268K
|
7.7K
$318K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.71KNew |
$199K - $234K
|
6.71K
$277K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.47KNew |
$162K - $190K
|
5.47K
$226K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.04KNew |
$119K - $140K
|
4.04K
$167K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
2.87KNew |
$84.9K - $99.7K
|
2.87K
$118K
|
|
|
Oct 19, 2022
Q3 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.35K+ 1.58% |
$69.6K - $81.8K
|
151K
$6.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 45.99% |
$46.6K - $54.8K
|
5K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
1.34KNew |
$39.5K - $46.4K
|
1.34K
$55.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.2K+ 0.49% |
$35.4K - $41.6K
|
247K
$10.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.11K+ 5.25% |
$32.8K - $38.5K
|
22.2K
$918K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39+ 0.35% |
$1.15K - $1.36K
|
11K
$456K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
9+ 0.53% |
$266 - $313
|
1.72K
$71K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
262KNew |
$8.1M - $9.25M
|
262K
$10.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
121KNew |
$3.74M - $4.27M
|
121K
$5M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
114KNew |
$3.53M - $4.03M
|
114K
$4.72M
|
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
51.8KNew |
$1.6M - $1.83M
|
51.8K
$2.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7KNew |
$1.44M - $1.65M
|
46.7K
$1.93M
|
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
25.8KNew |
$799K - $912K
|
25.8K
$1.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.6KNew |
$791K - $903K
|
25.6K
$1.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
24.6KNew |
$760K - $868K
|
24.6K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
19.1KNew |
$590K - $674K
|
19.1K
$789K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
17.4KNew |
$536K - $613K
|
17.4K
$717K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
17KNew |
$526K - $601K
|
17K
$703K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
16.9KNew |
$523K - $598K
|
16.9K
$699K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
16.7KNew |
$515K - $588K
|
16.7K
$688K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14.3KNew |
$443K - $506K
|
14.3K
$592K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
13.9KNew |
$429K - $490K
|
13.9K
$573K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
13.2KNew |
$409K - $467K
|
13.2K
$546K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
13KNew |
$403K - $460K
|
13K
$538K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
12.8KNew |
$395K - $451K
|
12.8K
$528K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
12.4KNew |
$382K - $436K
|
12.4K
$511K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
12.1KNew |
$373K - $426K
|
12.1K
$498K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.5KNew |
$324K - $370K
|
10.5K
$432K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
9.94KNew |
$307K - $351K
|
9.94K
$411K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.78KNew |
$302K - $345K
|
9.78K
$404K
|
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
8.54KNew |
$264K - $301K
|
8.54K
$353K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.23KNew |
$224K - $255K
|
7.23K
$299K
|
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
7.16KNew |
$222K - $253K
|
7.16K
$296K
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.98KNew |
$216K - $246K
|
6.98K
$288K
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
6.65KNew |
$206K - $235K
|
6.65K
$275K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
6.54KNew |
$202K - $231K
|
6.54K
$270K
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.47KNew |
$200K - $228K
|
6.47K
$267K
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.54KNew |
$171K - $196K
|
5.54K
$229K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.22KNew |
$131K - $149K
|
4.22K
$174K
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
3.53KNew |
$109K - $124K
|
3.53K
$146K
|
|