Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
560K+ 10.63% |
$23.5M - $25.1M
|
5.83M
$258M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
456KNew |
$19.1M - $20.5M
|
456K
$20.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
299K+ 10.91% |
$12.5M - $13.4M
|
3.04M
$135M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
287K+ 1209.88% |
$12M - $12.9M
|
311K
$13.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
232K+ 33.52% |
$9.73M - $10.4M
|
924K
$41M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
55.1KNew |
$2.31M - $2.47M
|
55.1K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51.4K+ 5.39% |
$2.16M - $2.31M
|
1.01M
$44.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
41.9KNew |
$1.76M - $1.88M
|
41.9K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
35.5K+ 4.72% |
$1.49M - $1.59M
|
789K
$35M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
32.8KNew |
$1.37M - $1.47M
|
32.8K
$1.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 3.51% |
$1.34M - $1.43M
|
942K
$41.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27K+ 6.41% |
$1.13M - $1.21M
|
449K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
25.9K+ 3.47% |
$1.09M - $1.16M
|
773K
$34.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
25.3K+ 8.28% |
$1.06M - $1.14M
|
331K
$14.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
22.9K+ 8.94% |
$959K - $1.03M
|
279K
$12.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
22K+ 8.07% |
$921K - $986K
|
294K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.5K+ 14.69% |
$903K - $967K
|
168K
$7.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
19.1K+ 19.23% |
$801K - $858K
|
119K
$5.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
19K+ 39.06% |
$798K - $854K
|
67.8K
$3.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
19K+ 14.14% |
$797K - $854K
|
154K
$6.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
18.9K+ 4.32% |
$794K - $850K
|
457K
$20.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.9KNew |
$750K - $803K
|
17.9K
$794K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
16.8K+ 4.44% |
$705K - $755K
|
396K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.3KNew |
$559K - $598K
|
13.3K
$591K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
12.8K+ 4.08% |
$537K - $575K
|
327K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
12.4K+ 4.43% |
$521K - $558K
|
293K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
10.7K+ 1.12% |
$449K - $481K
|
965K
$42.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cortland Associates Inc
|
BUY
|
- |
10.4KNew |
$434K - $464K
|
10.4K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$432K - $463K
|
10.3K
$457K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
10.1K+ 4.32% |
$423K - $452K
|
243K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
9.08K+ 4.87% |
$381K - $408K
|
196K
$8.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
7.88K+ 1.73% |
$330K - $353K
|
462K
$20.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
7.39KNew |
$310K - $332K
|
7.39K
$328K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.71KNew |
$281K - $301K
|
6.71K
$297K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.37K+ 1.08% |
$267K - $286K
|
599K
$26.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
6.04KNew |
$253K - $271K
|
6.04K
$268K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.75K+ 11.56% |
$241K - $258K
|
55.5K
$2.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.75K+ 2.05% |
$241K - $258K
|
287K
$12.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.69K+ 1.04% |
$239K - $255K
|
555K
$24.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.62K+ 8.11% |
$235K - $252K
|
74.9K
$3.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
5.51K+ 0.82% |
$231K - $247K
|
679K
$30.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.43KNew |
$227K - $244K
|
5.43K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.75K+ 0.57% |
$199K - $213K
|
832K
$36.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.65KNew |
$195K - $209K
|
4.65K
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.55K+ 1.63% |
$191K - $204K
|
284K
$12.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
BUY
|
- |
4.54KNew |
$190K - $204K
|
4.54K
$201K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4.51KNew |
$189K - $202K
|
4.51K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.5K+ 2.14% |
$189K - $202K
|
215K
$9.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
4.48K+ 0.62% |
$188K - $201K
|
725K
$32.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.4K+ 0.56% |
$184K - $197K
|
794K
$35.2M
|