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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-35.8K- 7.07% |
$1.3M - $1.51M
|
471K
$21M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35.9K- 1.55% |
$1.3M - $1.52M
|
2.27M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-36.5K- 17.94% |
$1.32M - $1.54M
|
167K
$7.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-40.1K- 21.38% |
$1.45M - $1.69M
|
147K
$6.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.3K- 0.84% |
$1.6M - $1.87M
|
5.25M
$235M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-45.4K- 21.31% |
$1.65M - $1.92M
|
168K
$7.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
SELL
|
- |
-45.9K- 5.71% |
$1.66M - $1.94M
|
758K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-46.8K- 16.1% |
$1.7M - $1.98M
|
244K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-47.5K- 0.77% |
$1.72M - $2.01M
|
6.09M
$272M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-54.8K- 7.52% |
$1.99M - $2.32M
|
673K
$30.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-57.7K- 12.05% |
$2.09M - $2.44M
|
421K
$18.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-58.4K- 25.61% |
$2.12M - $2.47M
|
170K
$7.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-61.4K- 16.53% |
$2.23M - $2.6M
|
310K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-89.5K- 10.55% |
$3.24M - $3.78M
|
759K
$33.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-116K- 2.5% |
$4.22M - $4.92M
|
4.54M
$203M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-142K- 2.62% |
$5.15M - $6M
|
5.27M
$235M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-185K- 3.87% |
$6.7M - $7.81M
|
4.59M
$205M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-197K- 12.37% |
$7.14M - $8.33M
|
1.4M
$62.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-221K- 34.73% |
$8M - $9.33M
|
415K
$18.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-322K- 5.09% |
$11.7M - $13.6M
|
6.01M
$268M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-353K- 41.53% |
$12.8M - $14.9M
|
497K
$22.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-386K- 3.67% |
$14M - $16.3M
|
10.1M
$453M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-407K- 29.89% |
$14.7M - $17.2M
|
954K
$42.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-447K- 93.35% |
$16.2M - $18.9M
|
31.8K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-578K- 3.34% |
$20.9M - $24.4M
|
16.7M
$747M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-948K- 99.23% |
$34.4M - $40.1M
|
7.33K
$327K
|