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
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-220- 2.38% |
$9.22K - $9.87K
|
9.04K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-225- 3.08% |
$9.43K - $10.1K
|
7.07K
$314K
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-229- 0.14% |
$9.6K - $10.3K
|
164K
$7.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-278- 0.41% |
$11.7K - $12.5K
|
67K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-299- 1.49% |
$12.5K - $13.4K
|
19.7K
$874K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-312- 3.36% |
$13.1K - $14K
|
8.98K
$398K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-324- 1.38% |
$13.6K - $14.5K
|
23.2K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-344- 3.07% |
$14.4K - $15.4K
|
10.9K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-353- 6.56% |
$14.8K - $15.8K
|
5.03K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-396- 3.54% |
$16.6K - $17.8K
|
10.8K
$478K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-417- 0.22% |
$17.5K - $18.7K
|
187K
$8.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-428- 0.32% |
$17.9K - $19.2K
|
132K
$5.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-435- 0.84% |
$18.2K - $19.5K
|
51.5K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-491- 1.96% |
$20.6K - $22K
|
24.6K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-560- 2.67% |
$23.5K - $25.1K
|
20.4K
$905K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-563- 1.23% |
$23.6K - $25.3K
|
45.3K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-580- 2.04% |
$24.3K - $26K
|
27.8K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-584- 3.69% |
$24.5K - $26.2K
|
15.2K
$675K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-620- 0.12% |
$26K - $27.8K
|
535K
$23.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-629- 0.62% |
$26.4K - $28.2K
|
100K
$4.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-649- 1.55% |
$27.2K - $29.1K
|
41.2K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-719- 6.53% |
$30.1K - $32.3K
|
10.3K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-757- 0.47% |
$31.7K - $34K
|
161K
$7.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-762- 2.37% |
$31.9K - $34.2K
|
31.4K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-774- 74.42% |
$32.4K - $34.7K
|
266
$11.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-780- 5.46% |
$32.7K - $35K
|
13.5K
$599K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-887- 0.66% |
$37.2K - $39.8K
|
133K
$5.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-937- 3.31% |
$39.3K - $42K
|
27.3K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 3.96% |
$42.3K - $45.3K
|
24.5K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.03K- 17.62% |
$43.2K - $46.2K
|
4.81K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.07K- 16.51% |
$45K - $48.2K
|
5.43K
$241K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.21K- 1.32% |
$50.8K - $54.4K
|
90.9K
$4.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.22K- 2.27% |
$51.3K - $54.9K
|
52.6K
$2.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.27K- 3.99% |
$53.2K - $57K
|
30.6K
$1.36M
|
|
|
Oct 09, 2025
Q3 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-1.39K- 6.78% |
$58.3K - $62.5K
|
19.2K
$849K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.42K- 3.04% |
$59.4K - $63.6K
|
45.3K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.53K- 0.32% |
$64K - $68.5K
|
471K
$20.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.65K- 26.83% |
$69.2K - $74K
|
4.5K
$200K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 4.02% |
$70K - $74.9K
|
39.9K
$1.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-1.82K- 0.31% |
$76.2K - $81.6K
|
588K
$26.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.83K- 5.38% |
$76.6K - $82K
|
32.2K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.85K- 0.93% |
$77.4K - $82.9K
|
198K
$8.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.86K- 3.26% |
$77.7K - $83.2K
|
55.1K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.95K- 0.36% |
$81.8K - $87.6K
|
548K
$24.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-2K- 0.44% |
$83.8K - $89.7K
|
452K
$20.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
SELL
|
- |
-2K- 19.11% |
$84K - $89.9K
|
8.48K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.17K- 5.86% |
$90.9K - $97.4K
|
34.9K
$1.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.28K- 3.43% |
$95.6K - $102K
|
64.2K
$2.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.29K- 1.0% |
$95.8K - $103K
|
225K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.29K- 4.66% |
$96K - $103K
|
46.8K
$2.08M
|