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 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.42% |
$218 - $254
|
1.44K
$64.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6+ 0.04% |
$218 - $254
|
16.5K
$735K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 0.01% |
$218 - $254
|
40.5K
$1.81M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
6+ 0.09% |
$218 - $254
|
7.04K
$314K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6+ 0.01% |
$218 - $254
|
41.5K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 0.03% |
$181 - $211
|
16.2K
$723K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
3+ 0.01% |
$109 - $127
|
22.2K
$992K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3+ 0.36% |
$109 - $127
|
838
$37.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.48% |
$109 - $127
|
624
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3+ 0.6% |
$109 - $127
|
503
$22.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
1+ 0.01% |
$36.3 - $42.3
|
9.65K
$431K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-1- 0.02% |
$36.3 - $42.3
|
5.85K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Babb Wealth Advisors LLC
Flagstaff, AZ |
SELL
|
- |
-7- 0.04% |
$254 - $296
|
17.1K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-13- 0.13% |
$471 - $550
|
9.62K
$430K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19- 0.02% |
$689 - $803
|
96.6K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-24- 0.21% |
$870 - $1.01K
|
11.7K
$520K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-25- 0.13% |
$906 - $1.06K
|
18.6K
$832K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-25- 0.17% |
$906 - $1.06K
|
14.3K
$638K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-30- 0.02% |
$1.09K - $1.27K
|
133K
$5.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-42- 1.43% |
$1.52K - $1.78K
|
2.9K
$130K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-49- 0.08% |
$1.78K - $2.07K
|
63.1K
$2.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-60- 0.17% |
$2.18K - $2.54K
|
34.5K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-64- 15.46% |
$2.32K - $2.71K
|
350
$15.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-67- 0.67% |
$2.43K - $2.83K
|
9.88K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-76- 1.36% |
$2.76K - $3.21K
|
5.52K
$246K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-79- 0.56% |
$2.86K - $3.34K
|
14K
$624K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-84- 0.06% |
$3.05K - $3.55K
|
150K
$6.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-89- 0.06% |
$3.23K - $3.76K
|
157K
$7.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 0.88% |
$3.63K - $4.23K
|
11.2K
$501K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-102- 0.28% |
$3.7K - $4.31K
|
35.8K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-111- 8.86% |
$4.02K - $4.69K
|
1.14K
$51K
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-111- 0.62% |
$4.02K - $4.69K
|
17.9K
$801K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-116- 0.22% |
$4.21K - $4.9K
|
52K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-118- 0.74% |
$4.28K - $4.99K
|
15.7K
$703K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-133- 0.18% |
$4.82K - $5.62K
|
74.2K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-142- 13.2% |
$5.15K - $6K
|
934
$41.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-144- 0.05% |
$5.22K - $6.09K
|
303K
$13.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-153- 0.1% |
$5.55K - $6.47K
|
151K
$6.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-193- 0.78% |
$7K - $8.16K
|
24.7K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-200- 0.97% |
$7.25K - $8.46K
|
20.4K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-208- 0.31% |
$7.54K - $8.79K
|
66.5K
$2.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-229- 1.3% |
$8.3K - $9.68K
|
17.4K
$778K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-242- 0.15% |
$8.77K - $10.2K
|
164K
$7.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-245- 1.78% |
$8.88K - $10.4K
|
13.6K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-248- 1.38% |
$8.99K - $10.5K
|
17.8K
$793K
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-279- 0.08% |
$10.1K - $11.8K
|
354K
$15.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-319- 0.77% |
$11.6K - $13.5K
|
41.2K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-327- 1.53% |
$11.9K - $13.8K
|
21K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-330- 1.71% |
$12K - $14K
|
19K
$848K
|