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 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 3.86% |
$17.6K - $19.1K
|
11K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 3.89% |
$21.6K - $23.4K
|
13.3K
$508K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-546- 1.3% |
$21.8K - $23.6K
|
41.5K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-615- 0.73% |
$24.6K - $26.6K
|
83.9K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-667- 0.19% |
$26.7K - $28.9K
|
354K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-778- 1.89% |
$31.1K - $33.7K
|
40.3K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-796- 1.93% |
$31.8K - $34.5K
|
40.5K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 0.22% |
$42K - $45.5K
|
485K
$18.5M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.32K- 2.75% |
$52.7K - $57.1K
|
46.6K
$1.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.46K- 2.46% |
$58.1K - $63K
|
57.7K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.6K- 1.21% |
$64K - $69.4K
|
130K
$4.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-1.82K- 0.43% |
$72.7K - $78.8K
|
419K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.24K- 5.14% |
$89.3K - $96.8K
|
41.3K
$1.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.26K- 1.4% |
$90.3K - $97.9K
|
159K
$6.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-2.48K- 3.24% |
$98.9K - $107K
|
73.8K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.72K- 2.16% |
$109K - $118K
|
123K
$4.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.12K- 4.49% |
$125K - $135K
|
66.5K
$2.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-3.39K- 0.44% |
$135K - $147K
|
771K
$29.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.68K- 2.97% |
$147K - $159K
|
120K
$4.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.91K- 41.96% |
$156K - $169K
|
5.41K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-4.04K- 5.84% |
$161K - $175K
|
65.1K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.52K- 7.62% |
$180K - $196K
|
54.8K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68K- 18.02% |
$227K - $246K
|
25.9K
$985K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7.76K- 57.84% |
$310K - $336K
|
5.65K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.78K- 35.27% |
$311K - $337K
|
14.3K
$544K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.98K- 1.63% |
$359K - $389K
|
543K
$20.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.14K- 3.85% |
$365K - $396K
|
228K
$8.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.71K- 0.72% |
$388K - $420K
|
1.34M
$51M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 2.4% |
$418K - $453K
|
426K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.7K- 0.97% |
$426K - $461K
|
1.08M
$41.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-11.7K- 1.92% |
$469K - $508K
|
599K
$22.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.4K- 2.76% |
$776K - $840K
|
685K
$26.1M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-21.8K- 1.2% |
$871K - $943K
|
1.8M
$68.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30.6K- 11.16% |
$1.22M - $1.33M
|
244K
$9.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51.4K- 1.78% |
$2.05M - $2.22M
|
2.84M
$108M
|