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 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-24K- 5.3% |
$1.01M - $1.08M
|
429K
$19M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.5K- 3.37% |
$1.03M - $1.1M
|
704K
$31.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-26.4K- 17.91% |
$1.11M - $1.18M
|
121K
$5.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-26.8K- 1.56% |
$1.12M - $1.2M
|
1.69M
$74.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-29.9K- 7.09% |
$1.25M - $1.34M
|
392K
$17.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-31.7K- 2.38% |
$1.33M - $1.42M
|
1.3M
$57.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-32.3K- 1.42% |
$1.35M - $1.45M
|
2.24M
$99.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-32.6K- 49.86% |
$1.37M - $1.46M
|
32.8K
$1.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-33.3K- 87.65% |
$1.4M - $1.5M
|
4.69K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-41.5K- 6.16% |
$1.74M - $1.86M
|
633K
$28.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55.8K- 1.96% |
$2.34M - $2.5M
|
2.78M
$123M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-117K- 4.44% |
$4.9M - $5.24M
|
2.51M
$111M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-118K- 50.3% |
$4.95M - $5.3M
|
117K
$5.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-170K- 2.82% |
$7.11M - $7.61M
|
5.84M
$259M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-232K- 49.28% |
$9.72M - $10.4M
|
239K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-362K- 2.17% |
$15.2M - $16.3M
|
16.4M
$725M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-31M- 97.65% |
$1.3B - $1.39B
|
745K
$33M
|