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 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.98K- 1.63% |
$359K - $389K
|
543K
$23.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-9.14K- 3.85% |
$365K - $396K
|
228K
$9.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.35K- 5.69% |
$374K - $405K
|
155K
$6.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-9.71K- 0.72% |
$388K - $420K
|
1.34M
$57.8M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.2K- 1.58% |
$407K - $441K
|
636K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.4K- 4.09% |
$418K - $452K
|
245K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 2.4% |
$418K - $453K
|
426K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-10.7K- 0.97% |
$426K - $461K
|
1.08M
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.7K- 35.15% |
$426K - $462K
|
19.7K
$850K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11.7K- 1.95% |
$467K - $506K
|
587K
$25.3M
|
|
|
Jul 08, 2025
Q1 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.7K- 1.08% |
$469K - $508K
|
1.08M
$46.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-11.7K- 1.92% |
$469K - $508K
|
599K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11.9K- 0.92% |
$475K - $514K
|
1.28M
$55.5M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-12.3K- 17.61% |
$491K - $532K
|
57.4K
$2.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-13.5K- 1.82% |
$539K - $584K
|
728K
$31.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-14.8K- 1.55% |
$591K - $641K
|
942K
$40.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.7K- 4.17% |
$627K - $679K
|
361K
$15.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-16.6K- 4.14% |
$663K - $718K
|
384K
$16.6M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-17.2K- 33.43% |
$688K - $746K
|
34.3K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-17.6K- 5.63% |
$702K - $760K
|
294K
$12.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-19.4K- 2.76% |
$776K - $840K
|
685K
$29.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-19.9K- 11.11% |
$795K - $861K
|
159K
$6.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 61.56% |
$843K - $914K
|
13.2K
$569K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-21.2K- 6.46% |
$849K - $920K
|
308K
$13.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-21.8K- 1.2% |
$871K - $943K
|
1.8M
$77.7M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-21.8K- 56.48% |
$871K - $944K
|
16.8K
$726K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21.9K- 5.74% |
$876K - $949K
|
360K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.1K- 12.86% |
$924K - $1M
|
157K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-23.5K- 3.2% |
$940K - $1.02M
|
712K
$30.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-24.3K- 2.5% |
$972K - $1.05M
|
947K
$40.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-25K- 51.65% |
$1M - $1.08M
|
23.4K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-25.8K- 1.93% |
$1.03M - $1.12M
|
1.31M
$56.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-25.8K- 7.08% |
$1.03M - $1.12M
|
338K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-30.2K- 3.44% |
$1.21M - $1.31M
|
849K
$36.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-30.6K- 11.16% |
$1.22M - $1.33M
|
244K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-34K- 15.33% |
$1.36M - $1.47M
|
187K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-34.7K- 3.92% |
$1.39M - $1.5M
|
851K
$36.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-42.1K- 99.97% |
$1.68M - $1.82M
|
12
$518
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-44.5K- 6.17% |
$1.78M - $1.93M
|
677K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-45.3K- 0.71% |
$1.81M - $1.96M
|
6.33M
$273M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-45.7K- 7.88% |
$1.82M - $1.98M
|
534K
$23.1M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-51.3K- 19.39% |
$2.05M - $2.22M
|
213K
$9.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-51.4K- 1.78% |
$2.05M - $2.22M
|
2.84M
$123M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-52.3K- 4.18% |
$2.09M - $2.26M
|
1.2M
$51.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-53.1K- 2.25% |
$2.12M - $2.3M
|
2.31M
$99.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58K- 19.92% |
$2.32M - $2.51M
|
233K
$10.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67.9K- 2.73% |
$2.71M - $2.94M
|
2.42M
$104M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-92.1K- 95.85% |
$3.68M - $3.99M
|
3.99K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94.3K- 1.75% |
$3.77M - $4.08M
|
5.3M
$229M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-113K- 8.49% |
$4.5M - $4.88M
|
1.21M
$52.5M
|