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 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
54+ 0.35% |
$2.08K - $2.2K
|
15.6K
$666K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
51+ 0.45% |
$1.97K - $2.08K
|
11.3K
$482K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 0.46% |
$1.97K - $2.08K
|
11.2K
$479K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
50+ 0.19% |
$1.93K - $2.04K
|
26.4K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
49+ 0.41% |
$1.89K - $2K
|
12.1K
$514K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
48+ 0.45% |
$1.85K - $1.96K
|
10.8K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
48+ 0.81% |
$1.85K - $1.96K
|
6K
$256K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
46+ 0.44% |
$1.77K - $1.87K
|
10.4K
$443K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
43+ 0.12% |
$1.66K - $1.75K
|
34.5K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
40+ 0.18% |
$1.54K - $1.63K
|
22.6K
$964K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
40+ 0.45% |
$1.54K - $1.63K
|
8.85K
$377K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31+ 0.46% |
$1.19K - $1.26K
|
6.84K
$291K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.22% |
$1.12K - $1.18K
|
13.1K
$560K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
28+ 0.24% |
$1.08K - $1.14K
|
11.8K
$502K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
27+ 0.12% |
$1.04K - $1.1K
|
22.1K
$943K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
27+ 1.01% |
$1.04K - $1.1K
|
2.7K
$115K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 0.46% |
$1K - $1.06K
|
5.71K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
25+ 0.44% |
$963 - $1.02K
|
5.67K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24+ 0.1% |
$925 - $978
|
24.7K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.47% |
$771 - $815
|
4.25K
$181K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$578 - $611
|
132K
$5.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14+ 0.07% |
$539 - $571
|
21K
$895K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
11+ 0.03% |
$424 - $448
|
42.3K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.05% |
$270 - $285
|
13.6K
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6+ 0.11% |
$231 - $245
|
5.23K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.43% |
$231 - $245
|
1.41K
$60.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.49% |
$231 - $245
|
1.24K
$52.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.52% |
$231 - $245
|
1.17K
$49.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.08% |
$193 - $204
|
6.27K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.49% |
$154 - $163
|
824
$35.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4+ 0.07% |
$154 - $163
|
5.57K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.03% |
$154 - $163
|
13.9K
$590K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
3+ 0.04% |
$116 - $122
|
6.99K
$298K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 0.44% |
$116 - $122
|
688
$29.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.0% |
$38.5 - $40.8
|
29.7K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$38.5 - $40.8
|
13.2K
$562K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2- 0.04% |
$77.1 - $81.5
|
5.46K
$232K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-24- 1.95% |
$925 - $978
|
1.21K
$51.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-36- 0.12% |
$1.39K - $1.47K
|
29K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.82% |
$2.12K - $2.24K
|
6.65K
$283K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-56- 0.09% |
$2.16K - $2.28K
|
60.8K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-60- 0.27% |
$2.31K - $2.45K
|
21.9K
$932K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-79- 0.37% |
$3.04K - $3.22K
|
21K
$894K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-85- 0.3% |
$3.28K - $3.46K
|
28.3K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-86- 0.37% |
$3.31K - $3.51K
|
23.2K
$991K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-90- 0.95% |
$3.47K - $3.67K
|
9.41K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-100- 1.16% |
$3.85K - $4.08K
|
8.5K
$362K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-100- 0.81% |
$3.85K - $4.08K
|
12.3K
$522K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-102- 0.03% |
$3.93K - $4.16K
|
306K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.25% |
$4.35K - $4.61K
|
8.91K
$379K
|