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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
10.6KNew |
$422K - $457K
|
10.6K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10K+ 91.32% |
$400K - $433K
|
21K
$905K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.52K+ 104.13% |
$380K - $412K
|
18.7K
$806K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9.5K+ 3.09% |
$379K - $411K
|
317K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.79KNew |
$351K - $381K
|
8.79K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.78K+ 2.95% |
$351K - $380K
|
306K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.64KNew |
$345K - $374K
|
8.64K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.39K+ 4.36% |
$335K - $363K
|
201K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
7.95KNew |
$318K - $344K
|
7.95K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
7.64KNew |
$305K - $331K
|
7.64K
$330K
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
7.54K+ 1.12% |
$301K - $326K
|
682K
$29.4M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.22K+ 74.39% |
$288K - $312K
|
16.9K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.18K+ 1.6% |
$287K - $311K
|
456K
$19.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.08K+ 11.81% |
$283K - $307K
|
67K
$2.9M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
6.75KNew |
$270K - $292K
|
6.75K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
6.6K+ 0.95% |
$264K - $286K
|
702K
$30.3M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.59K+ 51.41% |
$263K - $285K
|
19.4K
$839K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.44K+ 7.39% |
$257K - $279K
|
93.6K
$4.04M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$254K - $276K
|
6.37K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.31KNew |
$252K - $273K
|
6.31K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.3K+ 2.22% |
$252K - $273K
|
290K
$12.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.19KNew |
$247K - $268K
|
6.19K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.15K+ 21.76% |
$246K - $266K
|
34.4K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6.15K+ 21.45% |
$246K - $266K
|
34.8K
$1.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.94KNew |
$237K - $257K
|
5.94K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5.85K+ 12.79% |
$234K - $253K
|
51.6K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.8KNew |
$232K - $251K
|
5.8K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.59KNew |
$223K - $242K
|
5.59K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
5.53KNew |
$221K - $239K
|
5.53K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.52K+ 1.83% |
$221K - $239K
|
308K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.43K+ 23.7% |
$217K - $235K
|
28.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29K+ 1.06% |
$211K - $229K
|
506K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.2KNew |
$208K - $225K
|
5.2K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
5.16K+ 5.71% |
$206K - $223K
|
95.5K
$4.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.1K+ 3.94% |
$204K - $221K
|
134K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.06KNew |
$202K - $219K
|
5.06K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5KNew |
$200K - $216K
|
5K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
4.97K+ 1.08% |
$199K - $215K
|
467K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.9KNew |
$196K - $212K
|
4.9K
$212K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.71K+ 59.46% |
$188K - $204K
|
12.6K
$545K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.58K+ 6.96% |
$183K - $198K
|
70.4K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.43KNew |
$177K - $192K
|
4.43K
$191K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.38K+ 13.89% |
$175K - $189K
|
35.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
4.18K+ 1.3% |
$167K - $181K
|
326K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.08K+ 3.5% |
$163K - $177K
|
121K
$5.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.04K+ 0.9% |
$161K - $175K
|
451K
$19.5M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.99KNew |
$160K - $173K
|
3.99K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.82K+ 1.03% |
$153K - $166K
|
374K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.76K+ 0.84% |
$150K - $163K
|
450K
$19.4M
|