Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
348K+ 71.63% |
$12.6M - $14.7M
|
833K
$36M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.5K+ 31.15% |
$1.8M - $2.09M
|
209K
$9.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.9K+ 6.21% |
$577K - $673K
|
272K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12.5K+ 14.33% |
$452K - $527K
|
99.4K
$4.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$196K - $229K
|
5.42K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.37K+ 0.92% |
$195K - $227K
|
588K
$25.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$91.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 0.51% |
$69.4K - $80.9K
|
376K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 0.05% |
$54.2K - $63.2K
|
2.84M
$123M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 0.66% |
$44.5K - $51.9K
|
187K
$8.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
680+ 0.33% |
$24.7K - $28.8K
|
206K
$8.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
517+ 6.18% |
$18.7K - $21.9K
|
8.88K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
289+ 2.11% |
$10.5K - $12.2K
|
14K
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 0.47% |
$3.12K - $3.64K
|
18.5K
$797K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
34+ 0.31% |
$1.23K - $1.44K
|
11K
$476K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27+ 0.46% |
$979 - $1.14K
|
5.84K
$252K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$979 - $1.14K
|
5.8K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.16% |
$616 - $719
|
10.7K
$462K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$544 - $634
|
130K
$5.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12+ 0.11% |
$435 - $507
|
11.1K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$218 - $254
|
41.5K
$1.79M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 0.03% |
$181 - $211
|
16.2K
$699K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-416- 0.34% |
$15.1K - $17.6K
|
123K
$5.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 1.88% |
$16.4K - $19.2K
|
23.6K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 8.61% |
$41.3K - $48.2K
|
12.1K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.48% |
$43.1K - $50.2K
|
25.3K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 4.59% |
$49.4K - $57.6K
|
28.3K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.53K- 6.72% |
$55.4K - $64.6K
|
21.2K
$916K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.75K- 23.63% |
$63.4K - $74K
|
5.66K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.15K- 21.0% |
$77.9K - $90.8K
|
8.08K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.39K- 6.85% |
$123K - $143K
|
46K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.84K- 1.14% |
$175K - $205K
|
422K
$18.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.01K- 13.5% |
$326K - $381K
|
57.7K
$2.49M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.5K- 1.53% |
$380K - $443K
|
675K
$29.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-13K- 6.82% |
$471K - $549K
|
177K
$7.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13.8K- 0.77% |
$499K - $582K
|
1.78M
$77.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-26.2K- 16.51% |
$950K - $1.11M
|
133K
$5.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-45.9K- 5.71% |
$1.66M - $1.94M
|
758K
$32.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-57.7K- 12.05% |
$2.09M - $2.44M
|
421K
$18.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-58.4K- 25.61% |
$2.12M - $2.47M
|
170K
$7.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-61.4K- 16.53% |
$2.23M - $2.6M
|
310K
$13.4M
|