Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Us Marketwi (DFUV)

DFUV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 2023. 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
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
12.7K
+ 15.21%
$429K - $459K
96.1K $4.11M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
12.4K
+ 124.34%
$421K - $450K
22.4K $959K
Oct 17, 2023 Q3 2023
Royal Fund Management, LLC

BUY
 -
11.3K
New
$382K - $409K
11.3K $483K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10K
+ 313.89%
$339K - $363K
13.2K $566K
Nov 13, 2023 Q3 2023
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
9.62K
New
$325K - $348K
9.62K $411K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.58K
+ 9.04%
$324K - $347K
116K $4.94M
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
8.9K
+ 2.31%
$301K - $322K
394K $16.8M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.64K
+ 4.55%
$292K - $313K
198K $8.48M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.5K
New
$287K - $308K
8.5K $363K
Nov 29, 2023 Q3 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
8.47K
+ 14.38%
$286K - $306K
67.4K $2.88M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
8.22K
+ 1778.35%
$278K - $297K
8.68K $371K
Nov 01, 2023 Q3 2023
Bull Oak Capital, LLC

San Diego, CA
BUY
 -
7.94K
New
$269K - $287K
7.94K $339K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
7.6K
+ 9.61%
$257K - $275K
86.7K $3.71M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
7.51K
New
$254K - $272K
7.51K $321K
Nov 14, 2023 Q3 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
7K
+ 65.95%
$237K - $253K
17.6K $753K
Nov 02, 2023 Q3 2023
Capital Performance Advisors LLP

BUY
 -
6.75K
+ 1.31%
$228K - $244K
524K $22.4M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.72K
New
$227K - $243K
6.72K $287K
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
6.71K
+ 5.01%
$227K - $243K
141K $6.01M
Oct 30, 2023 Q3 2023
Cordant, Inc.

Portland, OR
BUY
 -
6.51K
+ 13.44%
$220K - $236K
54.9K $2.35M
Nov 07, 2023 Q3 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
5.99K
New
$203K - $217K
5.99K $256K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
5.95K
+ 10.22%
$201K - $215K
64.2K $2.74M
Nov 07, 2023 Q3 2023
Heritage Wealth Management, Inc./Texas

Houston, TX
BUY
 -
5.95K
+ 1.09%
$201K - $215K
549K $23.5M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
5.87K
+ 0.96%
$198K - $212K
615K $26.3M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

BUY
 -
5.49K
New
$186K - $199K
5.49K $235K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
5.27K
+ 35.35%
$178K - $191K
20.2K $863K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
5.18K
+ 29.15%
$175K - $187K
22.9K $981K
Oct 23, 2023 Q3 2023
Tfc Financial Management

BUY
 -
4.7K
+ 0.44%
$159K - $170K
1.06M $45.4M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4.7K
New
$159K - $170K
4.7K $201K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
4.45K
+ 9.41%
$150K - $161K
51.7K $2.21M
Nov 01, 2023 Q3 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
4.26K
+ 0.55%
$144K - $154K
779K $33.3M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
4.22K
+ 3.09%
$143K - $153K
141K $6.02M
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3.93K
+ 1.29%
$133K - $142K
309K $13.2M
Nov 14, 2023 Q3 2023
Front Street Capital Management, Inc.

BUY
 -
3.89K
New
$132K - $141K
3.89K $166K
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
3.49K
+ 1.03%
$118K - $126K
343K $14.7M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3K
New
$101K - $108K
3K $128K
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
2.87K
+ 1.21%
$97.1K - $104K
241K $10.3M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.73K
+ 14.83%
$92.3K - $98.7K
21.1K $903K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
2.67K
New
$90.3K - $96.6K
2.67K $114K
Oct 12, 2023 Q3 2023
Shanker Valleau Wealth Advisors, Inc.

BUY
 -
2.62K
+ 0.89%
$88.5K - $94.7K
296K $12.7M
Nov 02, 2023 Q3 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
2.58K
+ 0.71%
$87.3K - $93.4K
368K $15.7M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.49K
+ 2.59%
$84.2K - $90.1K
98.6K $4.22M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
2.38K
+ 8.86%
$80.6K - $86.2K
29.3K $1.25M
Oct 18, 2023 Q3 2023
Level Financial Advisors, Inc.

BUY
 -
2.22K
+ 1.05%
$75.1K - $80.3K
213K $9.1M
Nov 13, 2023 Q3 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
2.17K
+ 0.51%
$73.4K - $78.5K
426K $18.2M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
2.08K
+ 3.56%
$70.4K - $75.3K
60.5K $2.59M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.86K
+ 15.27%
$63.1K - $67.5K
14.1K $601K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
1.71K
+ 4.54%
$58K - $62K
39.4K $1.69M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
1.66K
+ 19.0%
$56.3K - $60.2K
10.4K $445K
Oct 10, 2023 Q3 2023
Arden Trust CO

BUY
 -
1.6K
+ 0.47%
$54K - $57.8K
342K $14.6M

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