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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.41% |
$2.39K - $2.79K
|
16.1K
$720K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
62+ 0.47% |
$2.25K - $2.62K
|
13.3K
$593K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.26% |
$1.99K - $2.33K
|
21.2K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 0.46% |
$1.74K - $2.03K
|
10.4K
$464K
|
|
|
Jul 30, 2025
Q2 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
47+ 0.47% |
$1.7K - $1.99K
|
9.97K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
45+ 0.25% |
$1.63K - $1.9K
|
18.3K
$819K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
43+ 0.04% |
$1.56K - $1.82K
|
108K
$4.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
42+ 0.47% |
$1.52K - $1.78K
|
9K
$402K
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40+ 0.46% |
$1.45K - $1.69K
|
8.67K
$387K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
40+ 0.43% |
$1.45K - $1.69K
|
9.3K
$415K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
39+ 0.47% |
$1.41K - $1.65K
|
8.3K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
38+ 0.46% |
$1.38K - $1.61K
|
8.36K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
38+ 0.48% |
$1.38K - $1.61K
|
7.99K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
34+ 0.31% |
$1.23K - $1.44K
|
11K
$492K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
32+ 0.46% |
$1.16K - $1.35K
|
6.96K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
29+ 0.48% |
$1.05K - $1.23K
|
6.1K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
29+ 0.38% |
$1.05K - $1.23K
|
7.69K
$344K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
29+ 0.48% |
$1.05K - $1.23K
|
6.08K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
29+ 0.46% |
$1.05K - $1.23K
|
6.28K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28+ 0.16% |
$1.02K - $1.18K
|
17.9K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
28+ 0.5% |
$1.02K - $1.18K
|
5.6K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
27+ 0.46% |
$979 - $1.14K
|
5.84K
$261K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$979 - $1.14K
|
5.8K
$259K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
27+ 0.47% |
$979 - $1.14K
|
5.77K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
26+ 0.31% |
$943 - $1.1K
|
8.5K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25+ 0.47% |
$906 - $1.06K
|
5.35K
$239K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
24+ 0.33% |
$870 - $1.01K
|
7.24K
$323K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23+ 0.47% |
$834 - $972
|
4.94K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
20+ 0.04% |
$725 - $846
|
46.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.19% |
$725 - $846
|
10.6K
$474K
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
19+ 0.06% |
$689 - $803
|
32.2K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
17+ 0.03% |
$616 - $719
|
56.9K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
17+ 0.16% |
$616 - $719
|
10.7K
$478K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 0.03% |
$580 - $676
|
54.4K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 0.15% |
$580 - $676
|
10.5K
$467K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15+ 0.11% |
$544 - $634
|
13.8K
$615K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 0.01% |
$544 - $634
|
130K
$5.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 0.4% |
$508 - $592
|
3.56K
$159K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
13+ 0.47% |
$471 - $550
|
2.76K
$123K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
12+ 0.11% |
$435 - $507
|
11.1K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11+ 0.05% |
$399 - $465
|
20.4K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.03% |
$399 - $465
|
36.8K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10+ 0.01% |
$363 - $423
|
87.5K
$3.91M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
9+ 0.18% |
$326 - $381
|
5.13K
$229K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8+ 0.47% |
$290 - $338
|
1.72K
$76.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.49% |
$290 - $338
|
1.64K
$73.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$290 - $338
|
13.6K
$607K
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
6+ 0.04% |
$218 - $254
|
16.5K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6+ 0.07% |
$218 - $254
|
8.8K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.51% |
$218 - $254
|
1.19K
$53K
|