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 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
75+ 0.32% |
$3.14K - $3.37K
|
23.7K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.25% |
$2.18K - $2.33K
|
21.2K
$942K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
47+ 0.45% |
$1.97K - $2.11K
|
10.4K
$463K
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
44+ 0.44% |
$1.84K - $1.97K
|
10K
$444K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
43+ 0.23% |
$1.8K - $1.93K
|
18.4K
$816K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
37+ 0.45% |
$1.55K - $1.66K
|
8.34K
$370K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
35+ 0.44% |
$1.47K - $1.57K
|
8.02K
$356K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
35+ 0.42% |
$1.47K - $1.57K
|
8.39K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
33+ 0.16% |
$1.38K - $1.48K
|
21.2K
$942K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
31+ 0.45% |
$1.3K - $1.39K
|
6.99K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
29+ 0.24% |
$1.22K - $1.3K
|
12.1K
$537K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27+ 0.44% |
$1.13K - $1.21K
|
6.13K
$272K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$1.09K - $1.17K
|
5.83K
$259K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
26+ 0.12% |
$1.09K - $1.17K
|
22.1K
$982K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24+ 0.45% |
$1.01K - $1.08K
|
5.38K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
23New |
$964 - $1.03K
|
23
$1.02K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22+ 0.45% |
$922 - $987
|
4.96K
$220K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
19+ 0.31% |
$796 - $853
|
6.1K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
18+ 0.17% |
$754 - $808
|
10.7K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 0.37% |
$545 - $583
|
3.57K
$158K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13+ 0.47% |
$545 - $583
|
2.77K
$123K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.03% |
$461 - $494
|
36.8K
$1.63M
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 0.13% |
$419 - $449
|
7.83K
$347K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.18% |
$377 - $404
|
5.13K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
9+ 0.02% |
$377 - $404
|
46.6K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$335 - $359
|
13.6K
$603K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
7+ 0.1% |
$293 - $314
|
7.04K
$312K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.49% |
$293 - $314
|
1.44K
$64K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.0% |
$210 - $224
|
130K
$5.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
4+ 0.02% |
$168 - $179
|
17.3K
$768K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$83.8 - $89.7
|
505
$22.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$83.8 - $89.7
|
28.6K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$41.9 - $44.9
|
9.65K
$428K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5- 0.08% |
$210 - $224
|
5.93K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15- 0.08% |
$629 - $673
|
18.7K
$830K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-66- 0.32% |
$2.77K - $2.96K
|
20.3K
$901K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-69- 0.71% |
$2.89K - $3.1K
|
9.58K
$425K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-78- 0.82% |
$3.27K - $3.5K
|
9.41K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-83- 0.93% |
$3.48K - $3.72K
|
8.8K
$390K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-92- 0.16% |
$3.86K - $4.13K
|
55.7K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-101- 0.79% |
$4.23K - $4.53K
|
12.7K
$564K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-121- 2.19% |
$5.07K - $5.43K
|
5.41K
$240K
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-137- 0.76% |
$5.74K - $6.15K
|
17.8K
$789K
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-143- 0.47% |
$5.99K - $6.42K
|
30.1K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-154- 16.49% |
$6.45K - $6.91K
|
780
$34.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-158- 0.08% |
$6.62K - $7.09K
|
210K
$9.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-165- 0.26% |
$6.92K - $7.4K
|
62.9K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-180- 3.52% |
$7.54K - $8.08K
|
4.94K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-183- 0.03% |
$7.67K - $8.21K
|
714K
$31.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-190- 0.41% |
$7.96K - $8.53K
|
45.8K
$2.03M
|