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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.86K- 23.28% |
$71.8K - $76K
|
6.14K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 1.86% |
$67.3K - $71.2K
|
92.3K
$3.81M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.5K- 1.39% |
$57.6K - $60.9K
|
106K
$4.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.43K- 16.51% |
$54.9K - $58.1K
|
7.21K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.34K- 5.93% |
$51.6K - $54.6K
|
21.2K
$877K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-969- 79.1% |
$37.3K - $39.5K
|
256
$10.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-738- 16.59% |
$28.4K - $30.1K
|
3.71K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-641- 9.48% |
$24.7K - $26.1K
|
6.12K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-451- 6.93% |
$17.4K - $18.4K
|
6.05K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-450- 2.14% |
$17.3K - $18.3K
|
20.6K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-300- 0.87% |
$11.6K - $12.2K
|
34K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-206- 6.38% |
$7.94K - $8.4K
|
3.02K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-205- 7.68% |
$7.9K - $8.36K
|
2.47K
$102K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 1.42% |
$7.71K - $8.15K
|
13.9K
$573K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-191- 2.73% |
$7.36K - $7.79K
|
6.81K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-174- 1.24% |
$6.7K - $7.09K
|
13.9K
$572K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-169- 4.14% |
$6.51K - $6.89K
|
3.91K
$162K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-152- 1.01% |
$5.86K - $6.2K
|
15K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-142- 1.45% |
$5.47K - $5.79K
|
9.64K
$398K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-125- 0.34% |
$4.82K - $5.1K
|
36.4K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-117- 0.61% |
$4.51K - $4.77K
|
19K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.25% |
$4.35K - $4.61K
|
8.91K
$368K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-120K- 5.35% |
$4.35M - $4.91M
|
2.12M
$87.7M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-84.2KClosed |
$3.05M - $3.44M
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50.8K- 91.3% |
$1.84M - $2.08M
|
4.84K
$200K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-8.62K- 3.16% |
$312K - $352K
|
265K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8.26K- 95.23% |
$299K - $338K
|
414
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.21K- 46.27% |
$225K - $254K
|
7.21K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5K- 44.37% |
$181K - $205K
|
6.27K
$259K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.61K- 28.59% |
$167K - $188K
|
11.5K
$475K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.54K- 16.84% |
$164K - $186K
|
22.4K
$926K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.49K- 32.72% |
$90.3K - $102K
|
5.13K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.86K- 25.18% |
$67.5K - $76.2K
|
5.54K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1.8K- 21.32% |
$65.2K - $73.6K
|
6.64K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-656- 8.06% |
$23.8K - $26.8K
|
7.48K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-500- 2.09% |
$18.1K - $20.5K
|
23.4K
$967K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-448- 8.09% |
$16.2K - $18.3K
|
5.09K
$210K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-265- 1.67% |
$9.6K - $10.8K
|
15.6K
$646K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-200- 53.05% |
$7.24K - $8.18K
|
177
$7.31K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-116- 0.18% |
$4.2K - $4.74K
|
64.4K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-96- 0.87% |
$3.48K - $3.93K
|
10.9K
$451K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8- 0.05% |
$290 - $327
|
15.7K
$650K
|
|
| Q4 2023 | |||||||
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-95K- 90.4% |
$3.02M - $3.55M
|
10.1K
$417K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-31.8K- 0.69% |
$1.01M - $1.19M
|
4.57M
$189M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30.5K- 2.61% |
$972K - $1.14M
|
1.14M
$47.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.9K- 78.41% |
$730K - $857K
|
6.31K
$261K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-3.05K- 0.89% |
$97.1K - $114K
|
339K
$14M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-888- 1.99% |
$28.3K - $33.2K
|
43.7K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-681- 1.01% |
$21.7K - $25.5K
|
66.7K
$2.76M
|
|