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 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.75K+ 1.77% |
$150K - $162K
|
215K
$9.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.73K+ 25.52% |
$149K - $162K
|
18.4K
$793K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.71K+ 38.18% |
$148K - $161K
|
13.4K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.67K+ 12.88% |
$147K - $159K
|
32.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.44K+ 0.49% |
$137K - $149K
|
701K
$30.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.17K+ 49.38% |
$127K - $137K
|
9.58K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.12K+ 3.15% |
$125K - $135K
|
102K
$4.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.05K+ 4.07% |
$122K - $132K
|
78.1K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 0.67% |
$121K - $131K
|
456K
$19.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.95K+ 0.57% |
$118K - $128K
|
519K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.9KNew |
$116K - $125K
|
2.9K
$125K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.63K+ 16.0% |
$105K - $114K
|
19.1K
$825K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.63K+ 0.49% |
$105K - $114K
|
536K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.47K+ 2.11% |
$98.7K - $107K
|
119K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.44K+ 3.94% |
$97.6K - $106K
|
64.5K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.31K+ 7.06% |
$92.4K - $100K
|
35.1K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.26K+ 215.79% |
$90.1K - $97.6K
|
3.3K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.24K+ 27.98% |
$89.4K - $96.8K
|
10.2K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.13K+ 2.49% |
$85.1K - $92.2K
|
87.5K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95K+ 75.87% |
$77.8K - $84.3K
|
4.51K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.91K+ 22.38% |
$76.3K - $82.7K
|
10.4K
$451K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 1.93% |
$75.5K - $81.8K
|
99.8K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.86K+ 1.86% |
$74.4K - $80.7K
|
102K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.81K+ 15.19% |
$72.4K - $78.5K
|
13.8K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.73KNew |
$69.3K - $75.1K
|
1.73K
$74.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.72K+ 1.16% |
$68.7K - $74.4K
|
150K
$6.46M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.72KNew |
$68.5K - $74.3K
|
1.72K
$74.1K
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.68K+ 1.7% |
$67.2K - $72.8K
|
101K
$4.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.68K+ 4.5% |
$67.1K - $72.7K
|
39K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.63KNew |
$65.1K - $70.6K
|
1.63K
$70.4K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.47K+ 0.43% |
$58.9K - $63.8K
|
346K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
1.43K+ 1.68% |
$57.3K - $62.1K
|
87K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.29KNew |
$51.5K - $55.8K
|
1.29K
$55.7K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 0.19% |
$50.5K - $54.8K
|
658K
$28.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25KNew |
$50.1K - $54.3K
|
1.25K
$54.1K
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.24K+ 0.29% |
$49.6K - $53.7K
|
435K
$18.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.22K+ 0.33% |
$48.6K - $52.6K
|
372K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.16K+ 7.52% |
$46.4K - $50.2K
|
16.6K
$716K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.07K+ 0.34% |
$42.8K - $46.3K
|
316K
$13.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.06K+ 0.54% |
$42.5K - $46K
|
200K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 1.22% |
$40.7K - $44.1K
|
84.4K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
964+ 2.64% |
$38.5K - $41.7K
|
37.5K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
852+ 8.75% |
$34K - $36.9K
|
10.6K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
802+ 4.59% |
$32K - $34.7K
|
18.3K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
791+ 0.32% |
$31.6K - $34.3K
|
247K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
695+ 0.54% |
$27.8K - $30.1K
|
129K
$5.59M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
690+ 1.38% |
$27.6K - $29.9K
|
50.6K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
649New |
$25.9K - $28.1K
|
649
$28K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
584+ 2.88% |
$23.3K - $25.3K
|
20.8K
$900K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
572New |
$22.9K - $24.8K
|
572
$24.7K
|