Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.74M+ 8.71% |
$110M - $119M
|
34.2M
$1.48B
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
958KNew |
$38.3M - $41.5M
|
958K
$41.4M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508K+ 2268.47% |
$20.3M - $22M
|
530K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
478KNew |
$19.1M - $20.7M
|
478K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
449K+ 169.72% |
$17.9M - $19.4M
|
713K
$30.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
302K+ 94.3% |
$12.1M - $13.1M
|
623K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
291KNew |
$11.6M - $12.6M
|
291K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
278KNew |
$11.1M - $12M
|
278K
$12M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
188K+ 8.22% |
$7.51M - $8.14M
|
2.48M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
169K+ 2.84% |
$6.77M - $7.34M
|
6.14M
$265M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
148K+ 12.55% |
$5.93M - $6.43M
|
1.33M
$57.5M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
127K+ 4.81% |
$5.06M - $5.49M
|
2.76M
$119M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
126K+ 3166.0% |
$5.05M - $5.47M
|
130K
$5.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
111K+ 2001.58% |
$4.45M - $4.83M
|
117K
$5.05M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
98.3K+ 2.16% |
$3.93M - $4.26M
|
4.65M
$201M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.5K+ 7.88% |
$3.86M - $4.18M
|
1.32M
$57M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
86.5K+ 19.65% |
$3.46M - $3.75M
|
527K
$22.8M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
79.4KNew |
$3.17M - $3.44M
|
79.4K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
66.2KNew |
$2.64M - $2.86M
|
66.2K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
63.6K+ 9.62% |
$2.54M - $2.75M
|
724K
$31.3M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
63.1KNew |
$2.52M - $2.73M
|
63.1K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
38.8KNew |
$1.55M - $1.68M
|
38.8K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
37.3K+ 15.9% |
$1.49M - $1.61M
|
272K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
36.2K+ 6.62% |
$1.45M - $1.57M
|
582K
$25.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.5K+ 9.62% |
$1.42M - $1.54M
|
404K
$17.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.4K+ 50.9% |
$1.38M - $1.49M
|
102K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
BUY
|
- |
33.7K+ 8.58% |
$1.35M - $1.46M
|
426K
$18.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
31.8K+ 13.37% |
$1.27M - $1.38M
|
270K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30K+ 15.75% |
$1.2M - $1.3M
|
221K
$9.54M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 16.82% |
$1.19M - $1.29M
|
207K
$8.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
28.3K+ 6.68% |
$1.13M - $1.22M
|
451K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.2K+ 3.94% |
$1.13M - $1.22M
|
745K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25K+ 1.87% |
$1M - $1.08M
|
1.37M
$59M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
23.6K+ 9.15% |
$945K - $1.02M
|
282K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 3.51% |
$918K - $995K
|
677K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
22.5KNew |
$900K - $975K
|
22.5K
$973K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
21.6K+ 8.19% |
$864K - $936K
|
286K
$12.3M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
21.4K+ 1.18% |
$856K - $928K
|
1.83M
$79.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4K+ 3.77% |
$854K - $925K
|
587K
$25.4M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
19.3KNew |
$770K - $834K
|
19.3K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
18.6KNew |
$744K - $806K
|
18.6K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
17K+ 2.11% |
$679K - $735K
|
822K
$35.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$677K - $734K
|
16.9K
$732K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
15.2K+ 7.84% |
$609K - $660K
|
209K
$9.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.1K+ 5.83% |
$564K - $611K
|
256K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
12.7K+ 1.77% |
$506K - $548K
|
728K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$496K - $538K
|
12.4K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.6K+ 11.29% |
$463K - $502K
|
114K
$4.94M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11.6K+ 4.95% |
$462K - $501K
|
245K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.9K+ 38.82% |
$434K - $470K
|
38.8K
$1.68M
|