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 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
32+ 0.39% |
$1.28K - $1.39K
|
8.32K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
31+ 0.41% |
$1.24K - $1.34K
|
7.66K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
29+ 0.4% |
$1.16K - $1.26K
|
7.22K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
28+ 0.12% |
$1.12K - $1.21K
|
23K
$995K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
28+ 0.41% |
$1.12K - $1.21K
|
6.92K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
26+ 0.23% |
$1.04K - $1.13K
|
11.1K
$479K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 0.2% |
$1.04K - $1.13K
|
13.2K
$571K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24+ 0.13% |
$959 - $1.04K
|
17.9K
$772K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
24+ 0.4% |
$959 - $1.04K
|
6.05K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.74K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.82K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$919 - $996
|
5.78K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
21+ 0.4% |
$839 - $909
|
5.33K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21+ 0.14% |
$839 - $909
|
14.8K
$639K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
20+ 0.41% |
$799 - $866
|
4.92K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11+ 0.04% |
$440 - $476
|
29.2K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 0.4% |
$440 - $476
|
2.75K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$400 - $433
|
20.4K
$880K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10+ 0.09% |
$400 - $433
|
11K
$477K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10+ 0.1% |
$400 - $433
|
10.4K
$449K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
8+ 0.16% |
$320 - $346
|
5.12K
$221K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
8+ 0.04% |
$320 - $346
|
21.6K
$934K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 0.05% |
$280 - $303
|
13.6K
$587K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$240 - $260
|
1.43K
$61.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.34% |
$160 - $173
|
1.18K
$51K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.01% |
$160 - $173
|
64.3K
$2.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 0.48% |
$160 - $173
|
835
$36.1K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$120 - $130
|
22.2K
$960K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.02% |
$120 - $130
|
14.9K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
2+ 0.4% |
$79.9 - $86.6
|
500
$21.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2+ 0.32% |
$79.9 - $86.6
|
621
$26.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.02% |
$79.9 - $86.6
|
9.9K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$40 - $43.3
|
8.36K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-23- 0.07% |
$919 - $996
|
31.6K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25- 0.16% |
$999 - $1.08K
|
15.8K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-29- 0.25% |
$1.16K - $1.26K
|
11.7K
$504K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-40- 0.38% |
$1.6K - $1.73K
|
10.4K
$448K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-42- 0.03% |
$1.68K - $1.82K
|
145K
$6.25M
|
|
|
May 05, 2025
Q1 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-42- 0.24% |
$1.68K - $1.82K
|
17.2K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-44- 0.06% |
$1.76K - $1.91K
|
74.3K
$3.21M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 0.2% |
$1.92K - $2.08K
|
24.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-50- 0.36% |
$2K - $2.17K
|
13.8K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-69- 1.89% |
$2.76K - $2.99K
|
3.58K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-76- 0.19% |
$3.04K - $3.29K
|
40.7K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-90- 1.47% |
$3.6K - $3.9K
|
6.05K
$261K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-90- 5.26% |
$3.6K - $3.9K
|
1.62K
$70K
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-105- 0.64% |
$4.2K - $4.55K
|
16.2K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-110- 1.68% |
$4.4K - $4.76K
|
6.43K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-116- 0.16% |
$4.64K - $5.02K
|
72.3K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-117- 45.7% |
$4.68K - $5.07K
|
139
$6K
|