Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.43K+ 9.97% |
$209K - $221K
|
59.8K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
5.35K+ 33.66% |
$206K - $218K
|
21.2K
$905K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.31KNew |
$204K - $216K
|
5.31K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.22K+ 7.13% |
$201K - $213K
|
78.4K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.98K+ 50.25% |
$192K - $203K
|
14.9K
$635K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.91K+ 1.2% |
$189K - $200K
|
415K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.89K+ 4.4% |
$188K - $199K
|
116K
$4.94M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.89K+ 4.4% |
$188K - $199K
|
116K
$4.94M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.76K+ 54.3% |
$183K - $194K
|
13.5K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
4.58K+ 1.15% |
$176K - $187K
|
403K
$17.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.57K+ 20.44% |
$176K - $186K
|
26.9K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
4.45K+ 117.43% |
$171K - $181K
|
8.23K
$351K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.1K+ 36.17% |
$158K - $167K
|
15.4K
$658K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
4.09K+ 1.3% |
$158K - $167K
|
318K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.9K+ 95.4% |
$150K - $159K
|
7.99K
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.87K+ 4.72% |
$149K - $158K
|
85.9K
$3.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.41K+ 22.76% |
$131K - $139K
|
18.4K
$783K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
3.19K+ 7.37% |
$123K - $130K
|
46.4K
$1.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.03K+ 10.38% |
$117K - $124K
|
32.2K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
2.95K+ 54.87% |
$114K - $120K
|
8.32K
$355K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.95K+ 48.0% |
$114K - $120K
|
9.08K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.84K+ 31.5% |
$109K - $116K
|
11.8K
$505K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.64K+ 5.7% |
$102K - $107K
|
48.9K
$2.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.61K+ 23.91% |
$101K - $106K
|
13.5K
$577K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.56K+ 7.17% |
$98.6K - $104K
|
38.3K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.44K+ 0.32% |
$93.9K - $99.3K
|
771K
$32.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.31KNew |
$88.9K - $94K
|
2.31K
$98.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.05K+ 15.3% |
$78.9K - $83.5K
|
15.4K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2K+ 14.41% |
$77K - $81.5K
|
15.9K
$676K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 0.78% |
$77K - $81.4K
|
260K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.97K+ 32.93% |
$75.9K - $80.3K
|
7.96K
$339K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.88K+ 0.49% |
$72.5K - $76.7K
|
382K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.84K+ 0.42% |
$71K - $75.2K
|
439K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.83K+ 5.58% |
$70.6K - $74.7K
|
34.7K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.83K+ 0.61% |
$70.4K - $74.4K
|
301K
$12.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.78K+ 0.61% |
$68.4K - $72.3K
|
294K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.69K+ 1.66% |
$65K - $68.7K
|
103K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.68K+ 13.61% |
$64.8K - $68.6K
|
14.1K
$599K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.67KNew |
$64.2K - $67.9K
|
1.67K
$70.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 3.86% |
$61.9K - $65.5K
|
43.2K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.51K+ 7.9% |
$58.3K - $61.7K
|
20.7K
$881K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.51K+ 0.2% |
$58.2K - $61.6K
|
752K
$32.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.5K+ 18.31% |
$57.8K - $61.1K
|
9.69K
$413K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 16.65% |
$57.7K - $61K
|
10.5K
$447K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.44K+ 1.28% |
$55.6K - $58.9K
|
115K
$4.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.36K+ 16.79% |
$52.4K - $55.4K
|
9.46K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.36K+ 0.44% |
$52.3K - $55.3K
|
311K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 2.76% |
$48.4K - $51.2K
|
46.7K
$1.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.24K+ 18.42% |
$47.9K - $50.7K
|
8K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.11K+ 10.47% |
$42.6K - $45K
|
11.7K
$497K
|