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 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.6K- 5.0% |
$104K - $112K
|
49.4K
$2.13M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-2.61K- 0.28% |
$104K - $113K
|
918K
$39.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.62K- 0.54% |
$104K - $113K
|
479K
$20.7M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.65K- 8.5% |
$106K - $115K
|
28.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.69K- 3.84% |
$108K - $117K
|
67.5K
$2.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-2.72K- 2.16% |
$109K - $118K
|
123K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.98K- 3.52% |
$119K - $129K
|
81.6K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3K- 11.3% |
$120K - $130K
|
23.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-3.05K- 14.48% |
$122K - $132K
|
18K
$778K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.05K- 1.62% |
$122K - $132K
|
185K
$8M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.12K- 4.49% |
$125K - $135K
|
66.5K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.21K- 40.92% |
$128K - $139K
|
4.63K
$200K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-3.21K- 10.75% |
$128K - $139K
|
26.6K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.27K- 12.73% |
$131K - $141K
|
22.4K
$967K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-3.39K- 0.44% |
$135K - $147K
|
771K
$33.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.48K- 8.73% |
$139K - $151K
|
36.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.49K- 2.88% |
$140K - $151K
|
118K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.57K- 0.46% |
$143K - $154K
|
775K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.68K- 1.71% |
$147K - $159K
|
212K
$9.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.68K- 2.97% |
$147K - $159K
|
120K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.91K- 41.96% |
$156K - $169K
|
5.41K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.94K- 1.88% |
$157K - $171K
|
205K
$8.87M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.04K- 4.02% |
$161K - $175K
|
96.4K
$4.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-4.04K- 5.84% |
$161K - $175K
|
65.1K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-4.07K- 4.97% |
$163K - $176K
|
77.7K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 9.09% |
$165K - $179K
|
41.4K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-4.16K- 7.98% |
$166K - $180K
|
47.9K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.28K- 3.62% |
$171K - $185K
|
114K
$4.91M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.46K- 3.25% |
$178K - $193K
|
133K
$5.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.52K- 7.62% |
$180K - $196K
|
54.8K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.52KClosed |
$181K - $196K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-4.55K- 16.29% |
$182K - $197K
|
23.4K
$1.01M
|
|
|
Jul 07, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.57K- 0.39% |
$183K - $198K
|
1.16M
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.72K- 0.55% |
$189K - $204K
|
850K
$36.7M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5K- 44.84% |
$200K - $217K
|
6.15K
$266K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.11K- 5.33% |
$204K - $221K
|
90.8K
$3.92M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-5.13K- 1.53% |
$205K - $222K
|
329K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.31K- 0.96% |
$212K - $230K
|
548K
$23.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5.4K- 1.55% |
$216K - $234K
|
344K
$14.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68K- 18.02% |
$227K - $246K
|
25.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-6.1K- 0.81% |
$244K - $264K
|
746K
$32.2M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.25K- 6.14% |
$250K - $271K
|
95.5K
$4.12M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-6.3K- 4.13% |
$252K - $273K
|
146K
$6.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.4K- 47.27% |
$256K - $277K
|
7.14K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.71K- 1.86% |
$268K - $290K
|
355K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.91K- 36.35% |
$276K - $299K
|
12.1K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-7.76K- 57.84% |
$310K - $336K
|
5.65K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.78K- 16.71% |
$311K - $337K
|
38.8K
$1.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.78K- 35.27% |
$311K - $337K
|
14.3K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.66K- 1.0% |
$346K - $375K
|
853K
$36.8M
|