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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18K- 0.16% |
$692K - $732K
|
10.9M
$467M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.2K- 2.41% |
$700K - $741K
|
737K
$31.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.2K- 0.75% |
$701K - $742K
|
2.42M
$103M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.2K- 0.55% |
$701K - $742K
|
3.29M
$140M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-18.4K- 1.24% |
$707K - $748K
|
1.47M
$62.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-18.4K- 2.86% |
$709K - $750K
|
626K
$26.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.5K- 1.23% |
$711K - $753K
|
1.48M
$62.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 15.97% |
$727K - $769K
|
99.2K
$4.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-20.1K- 1.5% |
$774K - $818K
|
1.32M
$56.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-20.1K- 13.26% |
$775K - $820K
|
132K
$5.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-20.5K- 2.05% |
$788K - $834K
|
979K
$41.7M
|
|
|
Aug 07, 2024
Q2 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-22.5K- 10.72% |
$866K - $916K
|
187K
$7.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-25.3K- 5.95% |
$973K - $1.03M
|
399K
$17M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-25.9K- 1.38% |
$997K - $1.05M
|
1.85M
$78.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-27.5K- 5.34% |
$1.06M - $1.12M
|
488K
$20.8M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-31.9K- 3.53% |
$1.23M - $1.3M
|
871K
$37.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.5K- 1.44% |
$1.37M - $1.45M
|
2.44M
$104M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-47.9K- 79.43% |
$1.85M - $1.95M
|
12.4K
$529K
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-55.4K- 4.8% |
$2.13M - $2.26M
|
1.1M
$46.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-62.2K- 94.32% |
$2.39M - $2.53M
|
3.74K
$160K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-69K- 24.0% |
$2.66M - $2.81M
|
218K
$9.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-79.2K- 0.55% |
$3.05M - $3.23M
|
14.4M
$615M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-79.4K- 1.19% |
$3.06M - $3.24M
|
6.57M
$280M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-85.3K- 78.94% |
$3.29M - $3.48M
|
22.8K
$970K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-97.7K- 5.05% |
$3.76M - $3.98M
|
1.84M
$78.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139K- 61.12% |
$5.37M - $5.68M
|
88.7K
$3.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-141K- 10.04% |
$5.42M - $5.73M
|
1.26M
$53.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-164K- 44.12% |
$6.32M - $6.68M
|
208K
$8.85M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-177K- 2.64% |
$6.81M - $7.2M
|
6.51M
$278M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-232K- 42.35% |
$8.95M - $9.47M
|
316K
$13.5M
|