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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.08MNew |
$75.4M - $87.9M
|
2.08M
$92.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.87M+ 5.45% |
$67.7M - $78.9M
|
36.1M
$1.61B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.28M+ 4.19% |
$46.3M - $54M
|
31.8M
$1.42B
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
948K+ 12942.23% |
$34.4M - $40.1M
|
956K
$42.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
590KNew |
$21.4M - $24.9M
|
590K
$26.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
438KNew |
$15.9M - $18.5M
|
438K
$19.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
348K+ 71.63% |
$12.6M - $14.7M
|
833K
$37.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
309KNew |
$11.2M - $13.1M
|
309K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
266K+ 10.75% |
$9.65M - $11.3M
|
2.74M
$122M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
212K+ 8.78% |
$7.7M - $8.98M
|
2.63M
$117M
|
|
|
Aug 12, 2025
Q2 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
204KNew |
$7.38M - $8.61M
|
204K
$9.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
202K+ 20207.4% |
$7.33M - $8.54M
|
203K
$9.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
187K+ 35.39% |
$6.76M - $7.89M
|
713K
$31.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
186KNew |
$6.73M - $7.85M
|
186K
$8.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
177K+ 9.66% |
$6.42M - $7.48M
|
2.01M
$89.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
163K+ 50.91% |
$5.92M - $6.91M
|
484K
$21.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
135K+ 20.51% |
$4.89M - $5.7M
|
793K
$35.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
118K+ 100.74% |
$4.27M - $4.98M
|
235K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
102K+ 112.8% |
$3.71M - $4.33M
|
193K
$8.63M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82.8K+ 47.79% |
$3M - $3.5M
|
256K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
75.2K+ 73.66% |
$2.73M - $3.18M
|
177K
$7.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
65K+ 9.53% |
$2.36M - $2.75M
|
747K
$33.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
49.5K+ 31.15% |
$1.8M - $2.09M
|
209K
$9.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.9K+ 38.07% |
$1.74M - $2.02M
|
174K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
46.1K+ 16.32% |
$1.67M - $1.95M
|
328K
$14.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.8K+ 20.72% |
$1.66M - $1.93M
|
267K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43.3K+ 17.67% |
$1.57M - $1.83M
|
288K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
42.5K+ 354050.0% |
$1.54M - $1.8M
|
42.5K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.1K+ 32.7% |
$1.42M - $1.65M
|
159K
$7.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36.4K+ 13.5% |
$1.32M - $1.54M
|
306K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33.3K+ 92.67% |
$1.21M - $1.41M
|
69.3K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
29.8KNew |
$1.08M - $1.26M
|
29.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29K+ 4.01% |
$1.05M - $1.23M
|
753K
$33.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
27.7KNew |
$1M - $1.17M
|
27.7K
$1.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
26K+ 3.37% |
$942K - $1.1M
|
797K
$35.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 5.4% |
$892K - $1.04M
|
480K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
23.9K+ 11.42% |
$867K - $1.01M
|
233K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.8K+ 10.23% |
$864K - $1.01M
|
257K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
23KNew |
$834K - $973K
|
23K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
22.6KNew |
$821K - $957K
|
22.6K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
22.6KNew |
$821K - $957K
|
22.6K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
22.1K+ 4.9% |
$802K - $935K
|
473K
$21.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
19.7K+ 3.72% |
$715K - $834K
|
550K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
19.7K+ 61.09% |
$712K - $831K
|
51.8K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
18.3K+ 2.57% |
$664K - $775K
|
731K
$32.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
18.2K+ 24.69% |
$661K - $771K
|
92.1K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
18.1K+ 2.58% |
$657K - $766K
|
721K
$32.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$619K - $722K
|
17.1K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.9K+ 101.75% |
$611K - $713K
|
33.4K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
16.4K+ 40.33% |
$595K - $694K
|
57.1K
$2.55M
|