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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.04K+ 4.1% |
$39.9K - $42.2K
|
26.3K
$1.12M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
950New |
$36.6K - $38.7K
|
950
$40.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
933New |
$35.9K - $38K
|
933
$39.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
825+ 1.41% |
$31.8K - $33.6K
|
59.5K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
790New |
$30.4K - $32.2K
|
790
$33.8K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
744New |
$28.7K - $30.3K
|
744
$31.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
678+ 0.17% |
$26.1K - $27.6K
|
398K
$17M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
665+ 0.44% |
$25.6K - $27.1K
|
151K
$6.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
647+ 3.51% |
$24.9K - $26.4K
|
19.1K
$815K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
639+ 0.09% |
$24.6K - $26K
|
710K
$30.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
581+ 0.47% |
$22.4K - $23.7K
|
124K
$5.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
551New |
$21.2K - $22.5K
|
551
$23.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
542+ 10.47% |
$20.9K - $22.1K
|
5.72K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
539+ 2.19% |
$20.8K - $22K
|
25.2K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
511New |
$19.7K - $20.8K
|
511
$21.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
499+ 0.5% |
$19.2K - $20.3K
|
100K
$4.28M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
467+ 1.5% |
$18K - $19K
|
31.5K
$1.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
451+ 0.73% |
$17.4K - $18.4K
|
62K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
412+ 1.4% |
$15.9K - $16.8K
|
29.8K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
392+ 0.15% |
$15.1K - $16K
|
254K
$10.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
380+ 0.39% |
$14.6K - $15.5K
|
98K
$4.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
360+ 0.51% |
$13.9K - $14.7K
|
71.6K
$3.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
342+ 3.11% |
$13.2K - $13.9K
|
11.3K
$485K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
334+ 0.05% |
$12.9K - $13.6K
|
721K
$30.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
271+ 0.89% |
$10.4K - $11K
|
30.7K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
269+ 4.2% |
$10.4K - $11K
|
6.68K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
226+ 0.45% |
$8.71K - $9.21K
|
50.4K
$2.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
223New |
$8.59K - $9.09K
|
223
$9.53K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
220+ 0.07% |
$8.48K - $8.97K
|
317K
$13.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
212+ 0.28% |
$8.17K - $8.64K
|
77.1K
$3.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
170+ 0.17% |
$6.55K - $6.93K
|
99.7K
$4.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
166+ 0.39% |
$6.4K - $6.77K
|
43K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
165+ 0.45% |
$6.36K - $6.73K
|
36.6K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155New |
$5.97K - $6.32K
|
155
$6.62K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
137+ 0.39% |
$5.28K - $5.58K
|
35.1K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
136+ 0.8% |
$5.24K - $5.54K
|
17.2K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
103+ 0.43% |
$3.97K - $4.2K
|
24.1K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
101New |
$3.89K - $4.12K
|
101
$4.32K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
99+ 0.21% |
$3.81K - $4.04K
|
47.8K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
98+ 0.35% |
$3.78K - $3.99K
|
28K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80+ 0.39% |
$3.08K - $3.26K
|
20.8K
$889K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
75+ 0.32% |
$2.89K - $3.06K
|
23.3K
$997K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
69+ 0.45% |
$2.66K - $2.81K
|
15.3K
$654K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
69+ 0.17% |
$2.66K - $2.81K
|
40.6K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
67+ 0.29% |
$2.58K - $2.73K
|
23.6K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
66+ 0.22% |
$2.54K - $2.69K
|
29.6K
$1.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
65New |
$2.5K - $2.65K
|
65
$2.78K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
60New |
$2.31K - $2.45K
|
60
$2.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
59+ 0.45% |
$2.27K - $2.4K
|
13.1K
$558K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
54+ 0.35% |
$2.08K - $2.2K
|
15.6K
$668K
|