Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-10.7K- 1.1% |
$431K - $473K
|
957K
$39.1M
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.83% |
$425K - $466K
|
361K
$14.8M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-10.2K- 3.59% |
$413K - $454K
|
274K
$11.2M
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-10K- 20.59% |
$404K - $444K
|
38.6K
$1.58M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-9.71K- 1.24% |
$392K - $431K
|
774K
$31.7M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-9.68K- 1.08% |
$391K - $429K
|
885K
$36.2M
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-9.37K- 1.31% |
$378K - $416K
|
705K
$28.8M
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-9.18K- 2.86% |
$371K - $407K
|
312K
$12.7M
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-8.75K- 4.44% |
$353K - $388K
|
188K
$7.7M
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-8.57K- 5.1% |
$346K - $380K
|
159K
$6.51M
|
|
Feb 07, 2025
Q4 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.54K- 1.52% |
$345K - $379K
|
553K
$22.6M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.14K- 1.47% |
$329K - $361K
|
546K
$22.3M
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-7.81K- 1.49% |
$315K - $346K
|
516K
$21.1M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-7.76K- 1.58% |
$313K - $344K
|
482K
$19.7M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.25K- 20.02% |
$293K - $321K
|
29K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.98K- 0.89% |
$282K - $310K
|
779K
$31.8M
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.96K- 50.0% |
$241K - $264K
|
5.96K
$244K
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-5.94K- 2.21% |
$240K - $263K
|
263K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.87K- 81.36% |
$237K - $260K
|
1.34K
$55K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.43K- 8.06% |
$219K - $241K
|
62K
$2.53M
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-5.35K- 0.91% |
$216K - $237K
|
580K
$23.7M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.32K- 40.42% |
$215K - $236K
|
7.84K
$321K
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-5.01K- 3.43% |
$202K - $222K
|
141K
$5.76M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-5K- 1.41% |
$202K - $222K
|
349K
$14.3M
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.94K- 2.76% |
$199K - $219K
|
174K
$7.11M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.8K- 6.06% |
$194K - $213K
|
74.3K
$3.04M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.72K- 4.14% |
$191K - $209K
|
109K
$4.47M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.69K- 31.12% |
$190K - $208K
|
10.4K
$425K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.3K- 3.35% |
$174K - $191K
|
124K
$5.07M
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-4.29K- 1.23% |
$173K - $190K
|
344K
$14.1M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.13K- 3.0% |
$167K - $183K
|
134K
$5.46M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.08K- 7.33% |
$165K - $181K
|
51.5K
$2.11M
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.65K- 2.98% |
$147K - $162K
|
119K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-3.59K- 16.43% |
$145K - $159K
|
18.3K
$747K
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-3.43K- 0.7% |
$138K - $152K
|
487K
$19.9M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.37K- 2.01% |
$136K - $149K
|
164K
$6.72M
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-3.22K- 0.8% |
$130K - $143K
|
400K
$16.4M
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.13K- 0.84% |
$127K - $139K
|
370K
$15.1M
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-2.86K- 3.38% |
$116K - $127K
|
81.8K
$3.34M
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.79K- 30.66% |
$113K - $124K
|
6.31K
$258K
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.79K- 5.1% |
$113K - $124K
|
51.8K
$2.12M
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-2.53K- 1.19% |
$102K - $112K
|
209K
$8.56M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
SELL
|
- |
-2.5K- 32.88% |
$101K - $111K
|
5.11K
$209K
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.41K- 1.11% |
$97.3K - $107K
|
215K
$8.8M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-2.39K- 0.34% |
$96.7K - $106K
|
696K
$28.5M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.39K- 5.21% |
$96.5K - $106K
|
43.5K
$1.78M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.37K- 1.58% |
$95.7K - $105K
|
148K
$6.05M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.31K- 6.9% |
$93.3K - $102K
|
31.2K
$1.28M
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.3K- 3.19% |
$92.8K - $102K
|
69.7K
$2.85M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.2K- 0.57% |
$88.8K - $97.6K
|
382K
$15.6M
|