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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.4K+ 8.17% |
$594K - $692K
|
217K
$9.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
16.4KNew |
$593K - $692K
|
16.4K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.3K+ 12.54% |
$593K - $691K
|
147K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.1K+ 84.3% |
$584K - $681K
|
35.2K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.9K+ 3.5% |
$578K - $674K
|
471K
$21.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
15.9K+ 6.21% |
$577K - $673K
|
272K
$12.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.2K+ 402.99% |
$553K - $645K
|
19K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.2K+ 125.63% |
$551K - $643K
|
27.3K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
14.8KNew |
$538K - $627K
|
14.8K
$662K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.8K+ 2.19% |
$537K - $626K
|
692K
$30.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.7K+ 15.25% |
$533K - $622K
|
111K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
14.5K+ 1.13% |
$525K - $613K
|
1.3M
$58M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
13.4KNew |
$486K - $567K
|
13.4K
$599K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13.3K+ 1.02% |
$483K - $563K
|
1.32M
$59.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9K+ 47.73% |
$466K - $544K
|
39.8K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.8K+ 5.93% |
$462K - $539K
|
228K
$10.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
12.5K+ 14.33% |
$452K - $527K
|
99.4K
$4.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.6KNew |
$420K - $490K
|
11.6K
$518K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.4KNew |
$413K - $482K
|
11.4K
$509K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 4.41% |
$392K - $457K
|
256K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.7K+ 27.5% |
$389K - $453K
|
49.7K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
10.7K+ 5.35% |
$387K - $452K
|
210K
$9.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
10.2K+ 27.96% |
$372K - $433K
|
46.9K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
BUY
|
- |
10.1KNew |
$367K - $428K
|
10.1K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.92K+ 25.54% |
$359K - $419K
|
48.7K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.49K+ 0.71% |
$344K - $401K
|
1.34M
$59.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.48K+ 85.28% |
$344K - $401K
|
20.6K
$919K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
9.39KNew |
$340K - $397K
|
9.39K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.21K+ 0.67% |
$334K - $390K
|
1.37M
$61.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
8.81K+ 30.15% |
$319K - $372K
|
38K
$1.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
8.2K+ 44.95% |
$297K - $347K
|
26.4K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.94K+ 87.33% |
$288K - $336K
|
17K
$761K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.63KNew |
$276K - $322K
|
7.63K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
7.34KNew |
$266K - $311K
|
7.34K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.14KNew |
$259K - $302K
|
7.14K
$319K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.93KNew |
$251K - $293K
|
6.93K
$309K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
6.75K+ 631.06% |
$245K - $285K
|
7.82K
$349K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.74K+ 1.26% |
$244K - $285K
|
543K
$24.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
6.51K+ 6.95% |
$236K - $275K
|
100K
$4.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.49K+ 48.68% |
$235K - $274K
|
19.8K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.27K+ 0.89% |
$227K - $265K
|
708K
$31.6M
|
|
|
Jul 29, 2025
Q2 2025
|
First Bancorp, Inc
|
BUY
|
- |
5.84KNew |
$212K - $247K
|
5.84K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.8K+ 27.68% |
$210K - $245K
|
26.8K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.71KNew |
$207K - $241K
|
5.71K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.69K+ 38.18% |
$206K - $240K
|
20.6K
$919K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5.58K+ 32.94% |
$202K - $236K
|
22.5K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.44K+ 6.44% |
$197K - $230K
|
89.8K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
5.42KNew |
$196K - $229K
|
5.42K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
5.38K+ 218.3% |
$195K - $228K
|
7.85K
$350K
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
5.37K+ 0.92% |
$195K - $227K
|
588K
$26.2M
|