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 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-697- 0.42% |
$27.9K - $30.2K
|
164K
$7.08M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-716- 0.35% |
$28.6K - $31K
|
205K
$8.87M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-757- 5.86% |
$30.2K - $32.8K
|
12.2K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-759- 5.04% |
$30.3K - $32.9K
|
14.3K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-767- 7.64% |
$30.6K - $33.2K
|
9.28K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-778- 1.89% |
$31.1K - $33.7K
|
40.3K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-784- 2.27% |
$31.3K - $33.9K
|
33.7K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-796- 1.93% |
$31.8K - $34.5K
|
40.5K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-841- 3.88% |
$33.6K - $36.4K
|
20.8K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-878- 1.59% |
$35.1K - $38K
|
54.4K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-881- 1.52% |
$35.2K - $38.1K
|
57.1K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-887- 4.36% |
$35.4K - $38.4K
|
19.5K
$840K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-900- 13.18% |
$36K - $39K
|
5.93K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-932- 9.9% |
$37.2K - $40.4K
|
8.48K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-970- 9.3% |
$38.8K - $42K
|
9.46K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-1K- 16.71% |
$40K - $43.3K
|
4.99K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.05K- 0.22% |
$42K - $45.5K
|
485K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.05K- 0.79% |
$42K - $45.6K
|
133K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 1.04% |
$46.1K - $50K
|
110K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.16K- 11.02% |
$46.4K - $50.3K
|
9.38K
$405K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-1.24K- 0.83% |
$49.6K - $53.7K
|
148K
$6.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 3.74% |
$50.8K - $55.1K
|
32.8K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.28K- 0.42% |
$51.1K - $55.4K
|
303K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.32K- 2.75% |
$52.7K - $57.1K
|
46.6K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 1.22% |
$53.1K - $57.5K
|
108K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.35K- 1.38% |
$53.9K - $58.5K
|
96.6K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 0.67% |
$56.9K - $61.7K
|
211K
$9.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-1.46K- 2.46% |
$58.1K - $63K
|
57.7K
$2.49M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.48K- 0.85% |
$59.2K - $64.1K
|
173K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.53K- 5.09% |
$61.3K - $66.4K
|
28.6K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.57K- 6.7% |
$62.7K - $68K
|
21.9K
$945K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.59K- 1.13% |
$63.5K - $68.8K
|
139K
$6.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.6K- 1.21% |
$64K - $69.4K
|
130K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.6K- 20.43% |
$64.1K - $69.5K
|
6.25K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.63K- 0.79% |
$65.1K - $70.5K
|
203K
$8.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.65K- 1.43% |
$65.9K - $71.4K
|
113K
$4.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.78K- 4.62% |
$71K - $76.9K
|
36.7K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-1.82K- 0.43% |
$72.7K - $78.8K
|
419K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.89K- 1.07% |
$75.3K - $81.6K
|
174K
$7.51M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.9K- 1.34% |
$75.7K - $82.1K
|
139K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.94K- 4.08% |
$77.5K - $84K
|
45.6K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.04K- 1.68% |
$81.7K - $88.5K
|
120K
$5.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.12K- 1.56% |
$84.6K - $91.7K
|
134K
$5.77M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.15K- 1.35% |
$85.8K - $93K
|
157K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.24K- 5.14% |
$89.3K - $96.8K
|
41.3K
$1.78M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.26K- 1.4% |
$90.3K - $97.9K
|
159K
$6.86M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 2.02% |
$95.6K - $104K
|
116K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.47K- 6.7% |
$98.7K - $107K
|
34.4K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-2.48K- 3.24% |
$98.9K - $107K
|
73.8K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.49K- 4.56% |
$99.4K - $108K
|
52.1K
$2.25M
|