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 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.27KNew |
$191K - $223K
|
5.27K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.16K+ 4.28% |
$187K - $218K
|
126K
$5.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.12KNew |
$185K - $216K
|
5.12K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.07K+ 311.67% |
$184K - $215K
|
6.7K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.03K+ 1.12% |
$182K - $213K
|
455K
$20.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.01K+ 79.46% |
$182K - $212K
|
11.3K
$506K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5K+ 0.85% |
$181K - $211K
|
592K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.8K+ 76.15% |
$174K - $203K
|
11.1K
$496K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.79KNew |
$174K - $202K
|
4.79K
$214K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.76KNew |
$173K - $201K
|
4.76K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.34K+ 1.21% |
$157K - $184K
|
364K
$16.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.27K+ 3.3% |
$155K - $180K
|
134K
$5.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.24K+ 10.15% |
$154K - $179K
|
46K
$2.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4K+ 2.97% |
$145K - $169K
|
138K
$6.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.98K+ 3.89% |
$144K - $168K
|
106K
$4.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.83K+ 12.15% |
$139K - $162K
|
35.4K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.74KNew |
$136K - $158K
|
3.74K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 8.03% |
$133K - $155K
|
49.3K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.35KNew |
$122K - $142K
|
3.35K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.35KNew |
$122K - $142K
|
3.35K
$150K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.35K+ 10.53% |
$121K - $142K
|
35.2K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
3.24K+ 33.83% |
$117K - $137K
|
12.8K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
2.96K+ 0.68% |
$107K - $125K
|
438K
$19.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.95K+ 50.85% |
$107K - $125K
|
8.74K
$390K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.84K+ 0.63% |
$103K - $120K
|
453K
$20.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2.65K+ 3.4% |
$96.2K - $112K
|
80.7K
$3.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Ag Asset Advisory, LLC
Los Angeles, CA |
BUY
|
- |
2.63K+ 2.76% |
$95.4K - $111K
|
98.1K
$4.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.58KNew |
$93.6K - $109K
|
2.58K
$115K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
2.44K+ 44.34% |
$88.3K - $103K
|
7.93K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.4K+ 26.92% |
$86.9K - $101K
|
11.3K
$505K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.23K+ 3.32% |
$80.8K - $94.2K
|
69.3K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.17K+ 6.3% |
$78.6K - $91.7K
|
36.6K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.09K+ 4.77% |
$75.8K - $88.4K
|
45.9K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.08K+ 62.91% |
$75.3K - $87.8K
|
5.38K
$240K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.02KNew |
$73.3K - $85.4K
|
2.02K
$90.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.02K+ 1996.04% |
$73.1K - $85.2K
|
2.12K
$94.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.98K+ 1.7% |
$71.6K - $83.5K
|
118K
$5.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.91K+ 0.51% |
$69.4K - $80.9K
|
376K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.9K+ 117.28% |
$68.9K - $80.3K
|
3.52K
$157K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
1.72K+ 0.24% |
$62.5K - $72.9K
|
714K
$31.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.69K+ 3.87% |
$61.2K - $71.4K
|
45.3K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.63K+ 23.88% |
$58.9K - $68.7K
|
8.43K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.52K+ 0.51% |
$55K - $64.1K
|
299K
$13.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.49K+ 0.05% |
$54.2K - $63.2K
|
2.84M
$127M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
1.45K+ 0.52% |
$52.5K - $61.3K
|
280K
$12.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.4K+ 0.26% |
$50.8K - $59.2K
|
535K
$23.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.35K+ 1.82% |
$49K - $57.2K
|
75.6K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.34K+ 0.91% |
$48.6K - $56.7K
|
149K
$6.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 25.08% |
$47.3K - $55.1K
|
6.5K
$290K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 25.08% |
$47.1K - $54.9K
|
6.47K
$289K
|