Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-888- 1.3% |
$34.2K - $37K
|
67.2K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-899- 1.53% |
$34.6K - $37.5K
|
58K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-911- 1.27% |
$35.1K - $38K
|
70.7K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-980- 0.8% |
$37.7K - $40.9K
|
122K
$5.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-997- 5.25% |
$38.4K - $41.6K
|
18K
$770K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1K- 8.18% |
$38.6K - $41.8K
|
11.3K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.07K- 35.61% |
$41.1K - $44.5K
|
1.93K
$82.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.6% |
$41.5K - $44.9K
|
180K
$7.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.08K- 4.4% |
$41.6K - $45K
|
23.4K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.1K- 3.18% |
$42.2K - $45.7K
|
33.4K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-1.18K- 17.14% |
$45.4K - $49.1K
|
5.7K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.18K- 3.4% |
$45.4K - $49.2K
|
33.5K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.22K- 2.81% |
$46.8K - $50.7K
|
42K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.24K- 0.4% |
$47.6K - $51.5K
|
304K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.24K- 2.96% |
$47.6K - $51.5K
|
40.5K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.25K- 0.6% |
$48.3K - $52.2K
|
206K
$8.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.26K- 1.02% |
$48.3K - $52.3K
|
122K
$5.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.3K- 18.65% |
$50.2K - $54.3K
|
5.68K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 2.23% |
$51.3K - $55.6K
|
58.5K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.37K- 7.98% |
$52.8K - $57.2K
|
15.8K
$676K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-1.44K- 4.84% |
$55.6K - $60.2K
|
28.4K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-1.54K- 0.22% |
$59.3K - $64.2K
|
688K
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.58K- 1.04% |
$60.7K - $65.7K
|
150K
$6.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.64K- 5.64% |
$63.1K - $68.3K
|
27.4K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.68K- 2.51% |
$64.7K - $70K
|
65.3K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.7K- 7.22% |
$65.5K - $70.9K
|
21.9K
$934K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 26.81% |
$72.6K - $78.6K
|
5.15K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.92K- 64.44% |
$74.1K - $80.2K
|
1.06K
$45.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.94K- 1.09% |
$74.8K - $81K
|
177K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1.97K- 24.77% |
$75.9K - $82.2K
|
5.99K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.03K- 0.71% |
$78.2K - $84.6K
|
285K
$12.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 27.33% |
$79.3K - $85.8K
|
5.47K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.12K- 1.17% |
$81.8K - $88.5K
|
179K
$7.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.16K- 1.27% |
$83.1K - $90K
|
168K
$7.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.25K- 3.95% |
$86.5K - $93.7K
|
54.6K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.3K- 5.17% |
$88.4K - $95.7K
|
42.1K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.33K- 1.88% |
$89.7K - $97.1K
|
121K
$5.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.54K- 0.3% |
$97.7K - $106K
|
837K
$35.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.75K- 1.85% |
$106K - $115K
|
146K
$6.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.75K- 1.1% |
$106K - $115K
|
248K
$10.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.77K- 0.94% |
$107K - $116K
|
291K
$12.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.85K- 2.38% |
$110K - $119K
|
117K
$4.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.89K- 4.33% |
$111K - $121K
|
63.9K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.93K- 11.69% |
$113K - $122K
|
22.1K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.96K- 0.98% |
$114K - $123K
|
298K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.05K- 10.67% |
$117K - $127K
|
25.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.06K- 3.49% |
$118K - $128K
|
84.7K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 0.75% |
$123K - $133K
|
420K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.31K- 2.65% |
$127K - $138K
|
122K
$5.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 2.55% |
$129K - $140K
|
128K
$5.48M
|