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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
4.25K+ 12.51% |
$178K - $191K
|
38.2K
$1.69M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4.15K+ 1.31% |
$174K - $186K
|
321K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.99K+ 0.35% |
$125K - $134K
|
850K
$37.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.98K+ 0.79% |
$125K - $134K
|
379K
$16.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.9K+ 2.72% |
$121K - $130K
|
109K
$4.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.83K+ 5.35% |
$119K - $127K
|
55.7K
$2.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.54KNew |
$106K - $114K
|
2.54K
$112K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.48KNew |
$104K - $111K
|
2.48K
$110K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.37K+ 34.22% |
$99.3K - $106K
|
9.3K
$412K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 11.54% |
$92.9K - $99.5K
|
21.4K
$950K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.18KNew |
$91.2K - $97.6K
|
2.18K
$96.5K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.09K+ 102.66% |
$87.4K - $93.6K
|
4.12K
$183K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81K+ 6.76% |
$75.8K - $81.2K
|
28.6K
$1.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
1.78K+ 0.22% |
$74.4K - $79.6K
|
799K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.68K+ 130.41% |
$70.5K - $75.4K
|
2.97K
$132K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.62K+ 2.39% |
$67.8K - $72.6K
|
69.2K
$3.07M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.56K+ 0.76% |
$65.4K - $70K
|
208K
$9.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
1.48K+ 18.9% |
$62.2K - $66.5K
|
9.33K
$414K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 10.17% |
$58K - $62.1K
|
15K
$665K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.35K+ 0.44% |
$56.6K - $60.6K
|
311K
$13.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.34KNew |
$56.3K - $60.3K
|
1.34K
$59.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 6.7% |
$53.4K - $57.1K
|
20.3K
$899K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 8.27% |
$51.4K - $55.1K
|
16.1K
$712K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.21KNew |
$50.8K - $54.4K
|
1.21K
$53.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.02KNew |
$42.7K - $45.7K
|
1.02K
$45.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.01K+ 2.76% |
$42.3K - $45.3K
|
37.6K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
994+ 0.17% |
$41.7K - $44.6K
|
589K
$26.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
978+ 13.5% |
$41K - $43.9K
|
8.22K
$365K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
960+ 3.79% |
$40.2K - $43.1K
|
26.3K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
839+ 2.11% |
$35.2K - $37.6K
|
40.6K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
663+ 1.41% |
$27.8K - $29.7K
|
47.6K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
590+ 3.29% |
$24.7K - $26.5K
|
18.5K
$821K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
419+ 0.73% |
$17.6K - $18.8K
|
58.1K
$2.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 0.92% |
$16.7K - $17.9K
|
43.8K
$1.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
245+ 0.2% |
$10.3K - $11K
|
123K
$5.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
228+ 0.44% |
$9.56K - $10.2K
|
51.5K
$2.29M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
228+ 0.44% |
$9.56K - $10.2K
|
51.5K
$2.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
227+ 0.55% |
$9.51K - $10.2K
|
41.4K
$1.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
226+ 1.02% |
$9.47K - $10.1K
|
22.4K
$995K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 1.19% |
$8.38K - $8.97K
|
17K
$753K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
161+ 0.09% |
$6.75K - $7.22K
|
170K
$7.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
147+ 0.42% |
$6.16K - $6.6K
|
35.1K
$1.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
144+ 1.02% |
$6.04K - $6.46K
|
14.3K
$633K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
134+ 1.39% |
$5.62K - $6.01K
|
9.76K
$433K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
102+ 1.26% |
$4.27K - $4.58K
|
8.21K
$364K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
96+ 0.69% |
$4.02K - $4.31K
|
14.1K
$626K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
95+ 0.36% |
$3.98K - $4.26K
|
26.4K
$1.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
85+ 0.79% |
$3.56K - $3.81K
|
10.8K
$478K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
82+ 0.44% |
$3.44K - $3.68K
|
18.5K
$822K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
75+ 0.44% |
$3.14K - $3.37K
|
17.1K
$760K
|