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 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-117- 0.43% |
$4.68K - $5.07K
|
27.3K
$1.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-120- 0.06% |
$4.8K - $5.2K
|
200K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-127- 2.46% |
$5.07K - $5.5K
|
5.05K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-134- 0.4% |
$5.35K - $5.8K
|
33.2K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-141- 11.59% |
$5.63K - $6.11K
|
1.08K
$46.5K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-143- 4.18% |
$5.71K - $6.19K
|
3.28K
$141K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-145- 2.14% |
$5.79K - $6.28K
|
6.65K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-148- 0.2% |
$5.91K - $6.41K
|
74.4K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-185- 0.87% |
$7.39K - $8.01K
|
21.2K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-187- 0.01% |
$7.47K - $8.1K
|
1.44M
$62.3M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-189- 1.92% |
$7.55K - $8.18K
|
9.64K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-199- 1.4% |
$7.95K - $8.62K
|
14.1K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 2.16% |
$7.99K - $8.66K
|
9.07K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-205- 0.78% |
$8.19K - $8.88K
|
26.2K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-232- 0.05% |
$9.27K - $10K
|
479K
$20.7M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-241- 0.24% |
$9.63K - $10.4K
|
98.3K
$4.24M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-258- 0.4% |
$10.3K - $11.2K
|
63.7K
$2.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-265- 0.53% |
$10.6K - $11.5K
|
50K
$2.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-273- 0.98% |
$10.9K - $11.8K
|
27.6K
$1.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-278- 4.81% |
$11.1K - $12K
|
5.5K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-299- 1.78% |
$11.9K - $12.9K
|
16.5K
$714K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-302- 19.15% |
$12.1K - $13.1K
|
1.28K
$55.1K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-303- 0.58% |
$12.1K - $13.1K
|
51.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-357- 5.03% |
$14.3K - $15.5K
|
6.74K
$291K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-366- 0.14% |
$14.6K - $15.8K
|
262K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-370- 4.16% |
$14.8K - $16K
|
8.53K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-371- 1.29% |
$14.8K - $16.1K
|
28.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-383- 0.67% |
$15.3K - $16.6K
|
56.9K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-399- 3.64% |
$15.9K - $17.3K
|
10.6K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-405- 1.37% |
$16.2K - $17.5K
|
29.1K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-406- 0.62% |
$16.2K - $17.6K
|
65.3K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-407- 1.25% |
$16.3K - $17.6K
|
32.1K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-411- 2.08% |
$16.4K - $17.8K
|
19.3K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-436- 1.2% |
$17.4K - $18.9K
|
36K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-441- 3.86% |
$17.6K - $19.1K
|
11K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-444- 0.03% |
$17.7K - $19.2K
|
1.72M
$74.3M
|
|
|
May 07, 2025
Q1 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
SELL
|
- |
-461- 0.29% |
$18.4K - $20K
|
160K
$6.92M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-472- 1.12% |
$18.9K - $20.4K
|
41.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-494- 1.61% |
$19.7K - $21.4K
|
30.2K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-522- 1.23% |
$20.9K - $22.6K
|
41.8K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-527- 0.35% |
$21.1K - $22.8K
|
151K
$6.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-540- 3.89% |
$21.6K - $23.4K
|
13.3K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-541- 2.81% |
$21.6K - $23.4K
|
18.7K
$809K
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-546- 1.3% |
$21.8K - $23.6K
|
41.5K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-595- 5.28% |
$23.8K - $25.8K
|
10.7K
$461K
|
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-606- 0.13% |
$24.2K - $26.2K
|
452K
$19.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-615- 0.73% |
$24.6K - $26.6K
|
83.9K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-650- 2.0% |
$26K - $28.1K
|
31.8K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-667- 0.19% |
$26.7K - $28.9K
|
354K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-690- 2.38% |
$27.6K - $29.9K
|
28.3K
$1.22M
|