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
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
35+ 0.15% |
$1.4K - $1.52K
|
22.7K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33+ 0.64% |
$1.32K - $1.43K
|
5.2K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.4% |
$1.32K - $1.43K
|
8.26K
$369K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
32+ 0.39% |
$1.28K - $1.39K
|
8.32K
$371K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
31+ 0.41% |
$1.24K - $1.34K
|
7.66K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 0.4% |
$1.16K - $1.26K
|
7.22K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
28+ 0.41% |
$1.12K - $1.21K
|
6.92K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28+ 0.12% |
$1.12K - $1.21K
|
23K
$1.03M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 0.2% |
$1.04K - $1.13K
|
13.2K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
26+ 0.23% |
$1.04K - $1.13K
|
11.1K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24+ 0.13% |
$959 - $1.04K
|
17.9K
$799K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.4% |
$959 - $1.04K
|
6.05K
$270K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.82K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.74K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.78K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21+ 0.4% |
$839 - $909
|
5.33K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.14% |
$839 - $909
|
14.8K
$660K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 0.41% |
$799 - $866
|
4.92K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.04% |
$440 - $476
|
29.2K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.4% |
$440 - $476
|
2.75K
$123K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10+ 0.09% |
$400 - $433
|
11K
$493K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10+ 0.1% |
$400 - $433
|
10.4K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$400 - $433
|
20.4K
$909K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8+ 0.16% |
$320 - $346
|
5.12K
$228K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8+ 0.04% |
$320 - $346
|
21.6K
$965K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.05% |
$280 - $303
|
13.6K
$607K
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
6+ 0.09% |
$240 - $260
|
7.03K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$240 - $260
|
1.43K
$63.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.34% |
$160 - $173
|
1.18K
$52.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.48% |
$160 - $173
|
835
$37.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$160 - $173
|
64.3K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.02% |
$120 - $130
|
14.9K
$665K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$120 - $130
|
22.2K
$992K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.02% |
$79.9 - $86.6
|
9.9K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.32% |
$79.9 - $86.6
|
621
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$79.9 - $86.6
|
500
$22.3K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$40 - $43.3
|
8.36K
$373K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-23- 0.07% |
$919 - $996
|
31.6K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25- 0.16% |
$999 - $1.08K
|
15.8K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.25% |
$1.16K - $1.26K
|
11.7K
$521K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-40- 0.38% |
$1.6K - $1.73K
|
10.4K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-42- 0.24% |
$1.68K - $1.82K
|
17.2K
$766K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-42- 0.03% |
$1.68K - $1.82K
|
145K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-44- 0.06% |
$1.76K - $1.91K
|
74.3K
$3.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.2% |
$1.92K - $2.08K
|
24.1K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.36% |
$2K - $2.17K
|
13.8K
$616K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.89% |
$2.76K - $2.99K
|
3.58K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-76- 0.19% |
$3.04K - $3.29K
|
40.7K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-90- 1.47% |
$3.6K - $3.9K
|
6.05K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-90- 5.26% |
$3.6K - $3.9K
|
1.62K
$72.3K
|