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 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-25.2K- 4.28% |
$969K - $1.05M
|
562K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.3K- 1.94% |
$1.01M - $1.1M
|
1.33M
$56.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-27.3K- 6.85% |
$1.05M - $1.14M
|
372K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-27.5K- 58.88% |
$1.06M - $1.15M
|
19.2K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-31.7K- 1.31% |
$1.22M - $1.32M
|
2.39M
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34.6K- 12.13% |
$1.33M - $1.44M
|
251K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-35.5K- 2.42% |
$1.37M - $1.48M
|
1.43M
$61.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-38.7K- 3.07% |
$1.49M - $1.61M
|
1.22M
$52.2M
|
|
|
Oct 30, 2024
Q3 2024
|
M Financial Asset Management, Inc.
Portland, OR |
SELL
|
- |
-40.2K- 21.47% |
$1.55M - $1.67M
|
147K
$6.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-47.1K- 18.5% |
$1.81M - $1.96M
|
207K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-67.2K- 0.61% |
$2.59M - $2.8M
|
10.9M
$465M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-77.5K- 15.3% |
$2.98M - $3.23M
|
429K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-88.5K- 1.35% |
$3.41M - $3.69M
|
6.48M
$277M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-95.1K- 1.9% |
$3.66M - $3.97M
|
4.91M
$210M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121K- 26.1% |
$4.65M - $5.03M
|
342K
$14.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-136K- 2.43% |
$5.25M - $5.68M
|
5.47M
$234M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 44.01% |
$5.36M - $5.81M
|
177K
$7.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-149K- 34.7% |
$5.75M - $6.23M
|
281K
$12M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-153K- 2.51% |
$5.88M - $6.37M
|
5.94M
$254M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-185K- 2.85% |
$7.14M - $7.73M
|
6.33M
$270M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-378K- 11.49% |
$14.5M - $15.7M
|
2.91M
$124M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-558K- 47.69% |
$21.5M - $23.3M
|
613K
$26.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-945K- 99.23% |
$36.4M - $39.4M
|
7.33K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.07M- 90.78% |
$41.3M - $44.7M
|
109K
$4.66M
|