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 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-800- 0.59% |
$30.8K - $32.6K
|
134K
$5.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-823- 8.67% |
$31.7K - $33.5K
|
8.67K
$371K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-885- 0.35% |
$34.1K - $36.1K
|
251K
$10.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-887- 3.49% |
$34.2K - $36.2K
|
24.5K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-899- 1.29% |
$34.6K - $36.6K
|
68.7K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-902- 1.75% |
$34.8K - $36.8K
|
50.5K
$2.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-907- 2.19% |
$34.9K - $37K
|
40.6K
$1.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-943- 2.25% |
$36.3K - $38.4K
|
41K
$1.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-969- 79.1% |
$37.3K - $39.5K
|
256
$10.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.1K- 0.68% |
$42.5K - $45K
|
161K
$6.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-1.13K- 0.21% |
$43.7K - $46.2K
|
546K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.17K- 0.82% |
$45K - $47.6K
|
141K
$6.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.22K- 1.79% |
$47.1K - $49.8K
|
67K
$2.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.25K- 1.03% |
$48K - $50.8K
|
119K
$5.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.26K- 1.38% |
$48.4K - $51.2K
|
89.5K
$3.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.26K- 4.15% |
$48.5K - $51.3K
|
29.1K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.27K- 1.73% |
$48.8K - $51.6K
|
72K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.28K- 6.56% |
$49.1K - $52K
|
18.2K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.34K- 5.93% |
$51.6K - $54.6K
|
21.2K
$908K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.37K- 2.28% |
$52.9K - $56K
|
58.9K
$2.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.39K- 0.91% |
$53.5K - $56.6K
|
152K
$6.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.43K- 16.51% |
$54.9K - $58.1K
|
7.21K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.46K- 0.89% |
$56.1K - $59.4K
|
163K
$6.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.46K- 17.22% |
$56.3K - $59.6K
|
7.03K
$300K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.5K- 1.39% |
$57.6K - $60.9K
|
106K
$4.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 3.44% |
$60.8K - $64.4K
|
44.3K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.6K- 10.02% |
$61.8K - $65.3K
|
14.4K
$615K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.66K- 3.55% |
$63.8K - $67.5K
|
45K
$1.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.7K- 2.69% |
$65.5K - $69.3K
|
61.4K
$2.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 1.86% |
$67.3K - $71.2K
|
92.3K
$3.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-1.77K- 9.02% |
$68.2K - $72.1K
|
17.9K
$763K
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.86K- 2.55% |
$71.7K - $75.9K
|
71.1K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.86K- 23.28% |
$71.8K - $76K
|
6.14K
$263K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 6.0% |
$73.3K - $77.5K
|
29.8K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2K- 3.85% |
$76.9K - $81.4K
|
49.8K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-2.11K- 5.72% |
$81.5K - $86.2K
|
34.8K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.16K- 14.97% |
$83.2K - $88K
|
12.3K
$525K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.32K- 5.89% |
$89.2K - $94.4K
|
37K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.41K- 1.58% |
$92.9K - $98.2K
|
150K
$6.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.45K- 4.61% |
$94.3K - $99.7K
|
50.7K
$2.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.49K- 9.57% |
$95.9K - $101K
|
23.5K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-2.69K- 1.24% |
$104K - $110K
|
214K
$9.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-2.69K- 1.12% |
$104K - $110K
|
237K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.69K- 49.79% |
$104K - $110K
|
2.71K
$116K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.7K- 0.93% |
$104K - $110K
|
287K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-2.79K- 1.33% |
$107K - $114K
|
206K
$8.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-2.81K- 5.45% |
$108K - $115K
|
48.8K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.87K- 2.11% |
$111K - $117K
|
133K
$5.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.92K- 7.8% |
$113K - $119K
|
34.5K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.1K- 0.53% |
$119K - $126K
|
586K
$25M
|