Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR US MARKETWI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
15.2K+ 59.62% |
$549K - $620K
|
40.6K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15K+ 192.24% |
$544K - $614K
|
22.8K
$981K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
14.4K+ 146.58% |
$522K - $589K
|
24.2K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 6.84% |
$520K - $587K
|
224K
$9.64M
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
14.3K+ 1.83% |
$516K - $583K
|
792K
$34.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 4.93% |
$497K - $561K
|
292K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 52.23% |
$472K - $533K
|
38K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.6K+ 6.79% |
$456K - $515K
|
198K
$8.51M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
11.2K+ 5.37% |
$406K - $458K
|
220K
$9.45M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 68.55% |
$398K - $449K
|
27K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.9KNew |
$396K - $447K
|
10.9K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
10.8KNew |
$393K - $444K
|
10.8K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10KNew |
$363K - $410K
|
10K
$431K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
9.91K+ 1534.37% |
$359K - $405K
|
10.6K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.66K+ 103.33% |
$350K - $395K
|
19K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.56K+ 6.35% |
$346K - $391K
|
160K
$6.88M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.02KNew |
$327K - $369K
|
9.02K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.81KNew |
$319K - $360K
|
8.81K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.6K+ 10.48% |
$312K - $352K
|
90.7K
$3.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
8.4K+ 12.27% |
$304K - $344K
|
76.9K
$3.31M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8.2K+ 1.79% |
$297K - $336K
|
467K
$20.1M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.2K+ 72.91% |
$297K - $335K
|
19.4K
$835K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.13K+ 35.46% |
$294K - $332K
|
31.1K
$1.33M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.92K+ 6.27% |
$287K - $324K
|
134K
$5.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.55K+ 43.96% |
$273K - $309K
|
24.7K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.49KNew |
$271K - $306K
|
7.49K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.22KNew |
$262K - $295K
|
7.22K
$310K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.76KNew |
$245K - $276K
|
6.76K
$290K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
6.5KNew |
$236K - $266K
|
6.5K
$280K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.09KNew |
$220K - $249K
|
6.09K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.57KNew |
$202K - $228K
|
5.57K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.41K+ 1.84% |
$196K - $221K
|
299K
$12.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.39KNew |
$195K - $220K
|
5.39K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.35KNew |
$194K - $219K
|
5.35K
$230K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.3KNew |
$192K - $217K
|
5.3K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.22KNew |
$189K - $214K
|
5.22K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.18KNew |
$188K - $212K
|
5.18K
$223K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.16KNew |
$187K - $211K
|
5.16K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.13KNew |
$186K - $210K
|
5.13K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
5.06KNew |
$183K - $207K
|
5.06K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5.03K+ 1.24% |
$182K - $206K
|
410K
$17.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
4.92KNew |
$178K - $201K
|
4.92K
$211K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.91K+ 1.57% |
$178K - $201K
|
317K
$13.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.89KNew |
$177K - $200K
|
4.89K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.87K+ 21.71% |
$176K - $199K
|
27.3K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.8K+ 0.73% |
$174K - $196K
|
662K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.56K+ 63.12% |
$165K - $187K
|
11.8K
$507K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.44KNew |
$161K - $182K
|
4.44K
$191K
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.35K+ 1.1% |
$157K - $178K
|
398K
$17.1M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.15K+ 17.13% |
$150K - $170K
|
28.4K
$1.22M
|