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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
486+ 1.89% |
$19.4K - $21K
|
26.2K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
448New |
$17.9K - $19.4K
|
448
$19.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
386+ 4.35% |
$15.4K - $16.7K
|
9.26K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
369+ 4.23% |
$14.7K - $16K
|
9.1K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
365+ 1.16% |
$14.6K - $15.8K
|
31.8K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
363+ 0.14% |
$14.5K - $15.7K
|
257K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
359+ 0.83% |
$14.3K - $15.5K
|
43.6K
$1.88M
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
320+ 1.58% |
$12.8K - $13.9K
|
20.6K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
315+ 2.35% |
$12.6K - $13.6K
|
13.7K
$593K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
283+ 0.28% |
$11.3K - $12.3K
|
99.8K
$4.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
251+ 1.02% |
$10K - $10.9K
|
24.9K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
204+ 0.4% |
$8.15K - $8.83K
|
51.1K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
201+ 0.19% |
$8.03K - $8.7K
|
109K
$4.69M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
153+ 0.3% |
$6.11K - $6.62K
|
51.4K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
150+ 0.51% |
$5.99K - $6.5K
|
29.7K
$1.28M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 0.35% |
$4.96K - $5.37K
|
35.5K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
110New |
$4.4K - $4.76K
|
110
$4.75K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
104+ 0.36% |
$4.16K - $4.5K
|
28.9K
$1.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
101+ 0.01% |
$4.04K - $4.37K
|
803K
$34.7M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
96+ 0.37% |
$3.84K - $4.16K
|
26.3K
$1.13M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
89+ 2.41% |
$3.56K - $3.85K
|
3.78K
$163K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 1.69% |
$3.44K - $3.72K
|
5.18K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
80+ 0.42% |
$3.2K - $3.46K
|
19.1K
$824K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
76+ 0.09% |
$3.04K - $3.29K
|
86.9K
$3.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
73+ 0.4% |
$2.92K - $3.16K
|
18.4K
$793K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
72+ 0.4% |
$2.88K - $3.12K
|
18K
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
67+ 0.29% |
$2.68K - $2.9K
|
23.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
61+ 0.3% |
$2.44K - $2.64K
|
20.4K
$883K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
58+ 0.4% |
$2.32K - $2.51K
|
14.6K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56+ 0.35% |
$2.24K - $2.42K
|
16.1K
$693K
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
55+ 0.15% |
$2.2K - $2.38K
|
36.8K
$1.59M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
53+ 0.03% |
$2.12K - $2.29K
|
159K
$6.87M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
53+ 0.4% |
$2.12K - $2.29K
|
13.2K
$571K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$1.96K - $2.12K
|
49
$2.12K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
49+ 0.32% |
$1.96K - $2.12K
|
15.4K
$664K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
49+ 0.89% |
$1.96K - $2.12K
|
5.57K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47+ 0.09% |
$1.88K - $2.04K
|
51.8K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.22% |
$1.88K - $2.04K
|
21.1K
$913K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
46+ 0.26% |
$1.84K - $1.99K
|
18K
$779K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
45+ 0.17% |
$1.8K - $1.95K
|
26.5K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 0.4% |
$1.64K - $1.78K
|
10.3K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
39+ 0.39% |
$1.56K - $1.69K
|
9.92K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
38+ 0.21% |
$1.52K - $1.65K
|
18.3K
$790K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
9.01K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
36+ 0.4% |
$1.44K - $1.56K
|
8.96K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
36+ 0.14% |
$1.44K - $1.56K
|
26.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
35+ 0.15% |
$1.4K - $1.52K
|
22.7K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
35+ 0.41% |
$1.4K - $1.52K
|
8.63K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 0.64% |
$1.32K - $1.43K
|
5.2K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.4% |
$1.32K - $1.43K
|
8.26K
$357K
|