Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.99KNew |
$403K - $443K
|
9.99K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.31KNew |
$376K - $413K
|
9.31K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.86K+ 3.07% |
$358K - $393K
|
297K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
8.63K+ 3.38% |
$349K - $383K
|
264K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.23KNew |
$332K - $365K
|
8.23K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.17K+ 2.26% |
$330K - $362K
|
370K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
8.01K+ 1.01% |
$324K - $355K
|
803K
$34.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.47K+ 11.13% |
$301K - $331K
|
74.5K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.32K+ 120.25% |
$296K - $325K
|
13.4K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
7.04KNew |
$284K - $312K
|
7.04K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
6.25KNew |
$252K - $277K
|
6.25K
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.16K+ 0.57% |
$249K - $273K
|
1.09M
$46.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.06KNew |
$245K - $269K
|
6.06K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.95KNew |
$240K - $264K
|
5.95K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.79KNew |
$234K - $257K
|
5.79K
$247K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$219K - $240K
|
5.42K
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5.31KNew |
$214K - $235K
|
5.31K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.61K+ 3.8% |
$186K - $204K
|
126K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4K+ 16.16% |
$161K - $177K
|
28.7K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.91K+ 4.7% |
$158K - $173K
|
87.2K
$3.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.74K+ 20.43% |
$151K - $166K
|
22.1K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.74K+ 16.37% |
$151K - $166K
|
26.6K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
3.34K+ 25.83% |
$135K - $148K
|
16.3K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.28K+ 1.37% |
$132K - $145K
|
242K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.23KNew |
$130K - $143K
|
3.23K
$137K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.08K+ 6.4% |
$125K - $137K
|
51.3K
$2.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.92K+ 8.5% |
$118K - $130K
|
37.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 6.84% |
$113K - $124K
|
43.8K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.79K+ 44.22% |
$113K - $124K
|
9.1K
$388K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 22.62% |
$109K - $120K
|
14.6K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.21KNew |
$89.3K - $98.1K
|
2.21K
$94.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.14K+ 22.1% |
$86.5K - $95K
|
11.8K
$504K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.83K+ 33.46% |
$73.9K - $81.2K
|
7.3K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.63KNew |
$65.7K - $72.2K
|
1.63K
$69.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.53K+ 0.29% |
$61.9K - $68K
|
534K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.46K+ 0.11% |
$59K - $64.8K
|
1.34M
$57M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.41K+ 12.26% |
$56.9K - $62.5K
|
12.9K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.38K+ 0.92% |
$55.7K - $61.2K
|
152K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.18K+ 7.75% |
$47.8K - $52.5K
|
16.5K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
890+ 0.28% |
$35.9K - $39.5K
|
315K
$13.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
832+ 0.21% |
$33.6K - $36.9K
|
393K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
647+ 1.94% |
$26.1K - $28.7K
|
34K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
601New |
$24.3K - $26.7K
|
601
$25.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
534+ 104.5% |
$21.6K - $23.7K
|
1.05K
$44.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 4.69% |
$20.2K - $22.2K
|
11.2K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
387+ 0.15% |
$15.6K - $17.2K
|
257K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
373+ 4.71% |
$15.1K - $16.5K
|
8.29K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
322+ 0.82% |
$13K - $14.3K
|
39.8K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
278+ 7.14% |
$11.2K - $12.3K
|
4.17K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
275+ 1.45% |
$11.1K - $12.2K
|
19.3K
$821K
|