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
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
1.27K+ 0.79% |
$45.9K - $53.5K
|
161K
$7.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.23K+ 0.66% |
$44.5K - $51.9K
|
187K
$8.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1.23K+ 1.16% |
$44.4K - $51.8K
|
107K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18K+ 0.09% |
$42.7K - $49.8K
|
1.32M
$59M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.1K+ 0.35% |
$39.8K - $46.4K
|
317K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.01K+ 0.75% |
$36.5K - $42.6K
|
135K
$6.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
988+ 0.31% |
$35.8K - $41.8K
|
318K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
950+ 0.95% |
$34.4K - $40.2K
|
101K
$4.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
942+ 1.46% |
$34.1K - $39.8K
|
65.4K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
925+ 3.24% |
$33.5K - $39.1K
|
29.5K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
900+ 3.29% |
$32.6K - $38.1K
|
28.2K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
862+ 0.16% |
$31.2K - $36.4K
|
549K
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
856+ 4.66% |
$31K - $36.2K
|
19.2K
$858K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
835+ 1.26% |
$30.3K - $35.3K
|
67.3K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
801+ 4.07% |
$29K - $33.9K
|
20.5K
$915K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
795+ 0.11% |
$28.8K - $33.6K
|
746K
$33.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
759+ 2.75% |
$27.5K - $32.1K
|
28.4K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
724+ 1.99% |
$26.2K - $30.6K
|
37.1K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
701+ 5.22% |
$25.4K - $29.6K
|
14.1K
$631K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
700+ 1.38% |
$25.4K - $29.6K
|
51.3K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
680+ 0.33% |
$24.7K - $28.8K
|
206K
$9.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
562+ 2.17% |
$20.4K - $23.8K
|
26.4K
$1.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
517+ 6.18% |
$18.7K - $21.9K
|
8.88K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
485New |
$17.6K - $20.5K
|
485
$21.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
484+ 0.48% |
$17.5K - $20.5K
|
101K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
437+ 3.52% |
$15.8K - $18.5K
|
12.9K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
432+ 2.61% |
$15.7K - $18.3K
|
17K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
430+ 3.26% |
$15.6K - $18.2K
|
13.6K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
363+ 0.56% |
$13.2K - $15.3K
|
64.7K
$2.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
323+ 1.72% |
$11.7K - $13.7K
|
19K
$851K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
311+ 1.1% |
$11.3K - $13.1K
|
28.6K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
299+ 0.19% |
$10.8K - $12.6K
|
157K
$7.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
290New |
$10.5K - $12.3K
|
290
$13K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
289+ 2.11% |
$10.5K - $12.2K
|
14K
$626K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
250+ 31.65% |
$9.06K - $10.6K
|
1.04K
$46.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
239+ 0.47% |
$8.66K - $10.1K
|
51.3K
$2.29M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
235+ 1.57% |
$8.52K - $9.94K
|
15.2K
$679K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
225+ 0.07% |
$8.16K - $9.51K
|
338K
$15.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
183+ 0.07% |
$6.63K - $7.74K
|
257K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
180+ 0.35% |
$6.53K - $7.61K
|
51.6K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
156+ 0.45% |
$5.66K - $6.6K
|
35K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
112+ 0.43% |
$4.06K - $4.74K
|
26.4K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
100+ 0.15% |
$3.63K - $4.23K
|
67.6K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
99+ 0.38% |
$3.59K - $4.19K
|
26.3K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
88+ 0.79% |
$3.19K - $3.72K
|
11.2K
$499K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
86+ 0.47% |
$3.12K - $3.64K
|
18.5K
$824K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
84+ 0.47% |
$3.05K - $3.55K
|
18.1K
$808K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
79+ 0.34% |
$2.86K - $3.34K
|
23.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72+ 0.35% |
$2.61K - $3.04K
|
20.5K
$916K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
68+ 0.47% |
$2.47K - $2.88K
|
14.7K
$654K
|