Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.08MNew |
$75.4M - $87.9M
|
2.08M
$90.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
948K+ 12942.23% |
$34.4M - $40.1M
|
956K
$41.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
438KNew |
$15.9M - $18.5M
|
438K
$19.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
348K+ 71.63% |
$12.6M - $14.7M
|
833K
$36.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
266K+ 10.75% |
$9.65M - $11.3M
|
2.74M
$119M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
186KNew |
$6.73M - $7.85M
|
186K
$8.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
118K+ 100.74% |
$4.27M - $4.98M
|
235K
$10.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.5K+ 31.15% |
$1.8M - $2.09M
|
209K
$9.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.4K+ 13.5% |
$1.32M - $1.54M
|
306K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23.9K+ 11.42% |
$867K - $1.01M
|
233K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 3.72% |
$715K - $834K
|
550K
$23.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
18.3K+ 2.57% |
$664K - $775K
|
731K
$31.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
18.2K+ 24.69% |
$661K - $771K
|
92.1K
$4M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16.4KNew |
$593K - $692K
|
16.4K
$712K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.9K+ 6.21% |
$577K - $673K
|
272K
$11.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 402.99% |
$553K - $645K
|
19K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$538K - $627K
|
14.8K
$645K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.8K+ 2.19% |
$537K - $626K
|
692K
$30.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.3K+ 1.02% |
$483K - $563K
|
1.32M
$57.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12.5K+ 14.33% |
$452K - $527K
|
99.4K
$4.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.6KNew |
$420K - $490K
|
11.6K
$504K
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
10.7K+ 5.35% |
$387K - $452K
|
210K
$9.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.2K+ 27.96% |
$372K - $433K
|
46.9K
$2.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.48K+ 85.28% |
$344K - $401K
|
20.6K
$896K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.63KNew |
$276K - $322K
|
7.63K
$332K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
7.34KNew |
$266K - $311K
|
7.34K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.93KNew |
$251K - $293K
|
6.93K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
6.75K+ 631.06% |
$245K - $285K
|
7.82K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.69K+ 38.18% |
$206K - $240K
|
20.6K
$895K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58K+ 32.94% |
$202K - $236K
|
22.5K
$980K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$196K - $229K
|
5.42K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.37K+ 0.92% |
$195K - $227K
|
588K
$25.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.12KNew |
$185K - $216K
|
5.12K
$223K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.79KNew |
$174K - $202K
|
4.79K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.34K+ 1.21% |
$157K - $184K
|
364K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 3.3% |
$155K - $180K
|
134K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4K+ 2.97% |
$145K - $169K
|
138K
$6.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.98K+ 3.89% |
$144K - $168K
|
106K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.83K+ 12.15% |
$139K - $162K
|
35.4K
$1.54M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74KNew |
$136K - $158K
|
3.74K
$163K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.24K+ 33.83% |
$117K - $137K
|
12.8K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.96K+ 0.68% |
$107K - $125K
|
438K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.84K+ 0.63% |
$103K - $120K
|
453K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.65K+ 3.4% |
$96.2K - $112K
|
80.7K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.44K+ 44.34% |
$88.3K - $103K
|
7.93K
$345K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.23K+ 3.32% |
$80.8K - $94.2K
|
69.3K
$3.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02KNew |
$73.3K - $85.4K
|
2.02K
$87.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$92.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 0.51% |
$69.4K - $80.9K
|
376K
$16.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.72K+ 0.24% |
$62.5K - $72.9K
|
714K
$31M
|