Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
111K+ 2001.58% |
$4.45M - $4.83M
|
117K
$4.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
36.2K+ 6.62% |
$1.45M - $1.57M
|
582K
$22.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
33.7K+ 8.58% |
$1.35M - $1.46M
|
426K
$16.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 3.77% |
$854K - $925K
|
587K
$22.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$677K - $734K
|
16.9K
$650K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.1K+ 5.83% |
$564K - $611K
|
256K
$9.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.6KNew |
$422K - $457K
|
10.6K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.52K+ 104.13% |
$380K - $412K
|
18.7K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
7.54K+ 1.12% |
$301K - $326K
|
682K
$26.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.94KNew |
$237K - $257K
|
5.94K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.59KNew |
$223K - $242K
|
5.59K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.53KNew |
$221K - $239K
|
5.53K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.58K+ 6.96% |
$183K - $198K
|
70.4K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.82K+ 1.03% |
$153K - $166K
|
374K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.73K+ 25.52% |
$149K - $162K
|
18.4K
$705K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.95K+ 0.57% |
$118K - $128K
|
519K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.24K+ 27.98% |
$89.4K - $96.8K
|
10.2K
$392K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.43K+ 1.68% |
$57.3K - $62.1K
|
87K
$3.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.29KNew |
$51.5K - $55.8K
|
1.29K
$49.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.06K+ 0.54% |
$42.5K - $46K
|
200K
$7.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
584+ 2.88% |
$23.3K - $25.3K
|
20.8K
$799K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
386+ 4.35% |
$15.4K - $16.7K
|
9.26K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.02% |
$10K - $10.9K
|
24.9K
$955K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 0.35% |
$4.96K - $5.37K
|
35.5K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
101+ 0.01% |
$4.04K - $4.37K
|
803K
$30.8M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 0.03% |
$2.12K - $2.29K
|
159K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.22% |
$1.88K - $2.04K
|
21.1K
$811K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$1.84K - $1.99K
|
18K
$692K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45+ 0.17% |
$1.8K - $1.95K
|
26.5K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 0.4% |
$1.64K - $1.78K
|
10.3K
$397K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
39+ 0.39% |
$1.56K - $1.69K
|
9.92K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.4% |
$959 - $1.04K
|
6.05K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.82K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10+ 0.09% |
$400 - $433
|
11K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8+ 0.04% |
$320 - $346
|
21.6K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$160 - $173
|
64.3K
$2.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.48% |
$160 - $173
|
835
$32K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-23- 0.07% |
$919 - $996
|
31.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25- 0.16% |
$999 - $1.08K
|
15.8K
$608K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-42- 0.03% |
$1.68K - $1.82K
|
145K
$5.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.2% |
$1.92K - $2.08K
|
24.1K
$925K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-90- 1.47% |
$3.6K - $3.9K
|
6.05K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-120- 0.06% |
$4.8K - $5.2K
|
200K
$7.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-141- 11.59% |
$5.63K - $6.11K
|
1.08K
$41.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-199- 1.4% |
$7.95K - $8.62K
|
14.1K
$539K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.16% |
$7.99K - $8.66K
|
9.07K
$348K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-232- 0.05% |
$9.27K - $10K
|
479K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-273- 0.98% |
$10.9K - $11.8K
|
27.6K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 3.86% |
$17.6K - $19.1K
|
11K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-546- 1.3% |
$21.8K - $23.6K
|
41.5K
$1.59M
|