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
|
Hemington Wealth Management
|
SELL
|
- |
-2.34K- 1.98% |
$97.9K - $105K
|
116K
$5.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.37K- 1.14% |
$99.4K - $106K
|
206K
$9.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.38K- 2.04% |
$99.5K - $107K
|
114K
$5.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.47K- 0.49% |
$103K - $111K
|
506K
$22.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-2.65K- 9.33% |
$111K - $119K
|
25.7K
$1.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.7K- 1.52% |
$113K - $121K
|
175K
$7.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.85K- 2.57% |
$119K - $128K
|
108K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.94K- 5.73% |
$123K - $132K
|
48.2K
$2.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.01K- 2.18% |
$126K - $135K
|
135K
$6M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.08K- 24.94% |
$129K - $138K
|
9.27K
$411K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-3.14K- 2.1% |
$132K - $141K
|
146K
$6.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.19K- 1.0% |
$134K - $143K
|
315K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-3.23K- 4.13% |
$135K - $145K
|
75.1K
$3.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-3.37K- 2.33% |
$141K - $151K
|
141K
$6.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.04K- 7.82% |
$169K - $181K
|
47.6K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
SELL
|
- |
-4.65K- 2.51% |
$195K - $209K
|
181K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.78K- 20.4% |
$200K - $214K
|
18.6K
$827K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-5.54K- 0.46% |
$232K - $249K
|
1.2M
$53.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-5.73K- 1.69% |
$240K - $257K
|
333K
$14.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.8K- 4.8% |
$243K - $260K
|
115K
$5.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.03K- 1.66% |
$253K - $271K
|
358K
$15.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.29K- 17.79% |
$264K - $282K
|
29.1K
$1.29M
|
|
|
Oct 08, 2025
Q3 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6.38K- 0.83% |
$267K - $286K
|
765K
$33.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6.43K- 0.49% |
$269K - $288K
|
1.32M
$58.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-6.79K- 10.66% |
$285K - $305K
|
56.9K
$2.52M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-6.8K- 2.19% |
$285K - $305K
|
303K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.97K- 1.22% |
$292K - $313K
|
565K
$25.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.09K- 54.04% |
$297K - $318K
|
6.03K
$268K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7.1K- 4.7% |
$297K - $318K
|
144K
$6.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8.29K- 24.06% |
$347K - $372K
|
26.2K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.5K- 1.61% |
$356K - $381K
|
521K
$23.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-8.57K- 10.63% |
$359K - $385K
|
72.1K
$3.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-9.59K- 1.02% |
$402K - $430K
|
931K
$41.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.68K- 1.78% |
$406K - $434K
|
534K
$23.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-9.91K- 5.7% |
$415K - $445K
|
164K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-9.94K- 3.28% |
$417K - $446K
|
293K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10.1K- 1.71% |
$423K - $452K
|
579K
$25.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-11.1K- 4.59% |
$465K - $498K
|
230K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.3K- 1.35% |
$472K - $506K
|
822K
$36.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.4K- 15.36% |
$520K - $556K
|
68.3K
$3.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-12.8K- 0.72% |
$538K - $576K
|
1.77M
$78.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-13.1K- 33.34% |
$549K - $588K
|
26.2K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.1K- 15.55% |
$590K - $631K
|
76.4K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.6K- 42.45% |
$654K - $700K
|
21.1K
$938K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-16.4K- 1.75% |
$687K - $735K
|
920K
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-17.2K- 2.66% |
$720K - $771K
|
628K
$27.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-17.7K- 3.74% |
$742K - $795K
|
456K
$20.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.3K- 3.26% |
$807K - $864K
|
572K
$25.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.1K- 13.63% |
$882K - $945K
|
133K
$5.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.6K- 2.21% |
$991K - $1.06M
|
1.05M
$46.4M
|