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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-121K- 2.46% |
$4.82M - $5.22M
|
4.77M
$206M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-150K- 28.59% |
$5.98M - $6.48M
|
374K
$16.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-158K- 10.41% |
$6.32M - $6.84M
|
1.36M
$58.8M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-180K- 85.09% |
$7.17M - $7.77M
|
31.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-215K- 2.0% |
$8.58M - $9.29M
|
10.5M
$455M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-289K- 15.38% |
$11.6M - $12.5M
|
1.59M
$68.8M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-386K- 98.45% |
$15.4M - $16.7M
|
6.08K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-425K- 61.65% |
$17M - $18.4M
|
264K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-662K- 3.69% |
$26.5M - $28.7M
|
17.3M
$747M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-751K- 12.19% |
$30M - $32.5M
|
5.41M
$234M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-978K- 99.26% |
$39.1M - $42.4M
|
7.33K
$316K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4M- 10.04% |
$136M - $147M
|
30.5M
$1.32B
|