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 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-353- 5.49% |
$12.8K - $14.9K
|
6.08K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-363- 0.7% |
$13.2K - $15.3K
|
51.2K
$2.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-391- 0.75% |
$14.2K - $16.5K
|
51.4K
$2.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-397- 0.2% |
$14.4K - $16.8K
|
200K
$8.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-400- 1.33% |
$14.5K - $16.9K
|
29.8K
$1.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-416- 0.34% |
$15.1K - $17.6K
|
123K
$5.49M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-428- 4.12% |
$15.5K - $18.1K
|
9.95K
$445K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-447- 0.29% |
$16.2K - $18.9K
|
154K
$6.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 1.88% |
$16.4K - $19.2K
|
23.6K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-498- 7.07% |
$18.1K - $21.1K
|
6.54K
$292K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-547- 2.84% |
$19.8K - $23.1K
|
18.7K
$836K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-554- 1.94% |
$20.1K - $23.4K
|
28K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-594- 0.93% |
$21.5K - $25.1K
|
63.1K
$2.82M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-612- 13.83% |
$22.2K - $25.9K
|
3.81K
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-625- 8.67% |
$22.7K - $26.4K
|
6.58K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-642- 6.48% |
$23.3K - $27.1K
|
9.26K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-648- 0.75% |
$23.5K - $27.4K
|
86.3K
$3.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-656- 0.58% |
$23.8K - $27.7K
|
113K
$5.05M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-666- 0.95% |
$24.1K - $28.2K
|
69.7K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-734- 12.0% |
$26.6K - $31K
|
5.38K
$240K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-793- 0.3% |
$28.7K - $33.5K
|
262K
$11.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-799- 2.13% |
$29K - $33.8K
|
36.7K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-800- 0.18% |
$29K - $33.8K
|
451K
$20.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-813- 18.02% |
$29.5K - $34.4K
|
3.7K
$165K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-832- 3.99% |
$30.2K - $35.2K
|
20K
$894K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-843- 4.77% |
$30.6K - $35.6K
|
16.8K
$751K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-852- 2.6% |
$30.9K - $36K
|
31.9K
$1.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-900- 4.12% |
$32.6K - $38.1K
|
21K
$937K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-918- 1.68% |
$33.3K - $38.8K
|
53.8K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-922- 4.0% |
$33.4K - $39K
|
22.1K
$988K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-930- 4.46% |
$33.7K - $39.3K
|
19.9K
$889K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-950- 5.36% |
$34.4K - $40.2K
|
16.8K
$749K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-1.05K- 1.33% |
$38.2K - $44.5K
|
78.3K
$3.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
SELL
|
- |
-1.06K- 2.62% |
$38.3K - $44.7K
|
39.3K
$1.75M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.08K- 10.23% |
$39.2K - $45.7K
|
9.48K
$424K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.08K- 3.09% |
$39.3K - $45.8K
|
34K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 8.61% |
$41.3K - $48.2K
|
12.1K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 8.07% |
$41.8K - $48.7K
|
13.1K
$586K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.48% |
$43.1K - $50.2K
|
25.3K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-1.22K- 0.13% |
$44.3K - $51.7K
|
941K
$42M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.25K- 4.74% |
$45.2K - $52.8K
|
25.1K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.25K- 2.19% |
$45.3K - $52.9K
|
55.8K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 4.59% |
$49.4K - $57.6K
|
28.3K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.41K- 2.17% |
$51.3K - $59.8K
|
63.7K
$2.84M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.49K- 9.52% |
$53.9K - $62.9K
|
14.1K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.49K- 0.71% |
$54.1K - $63.1K
|
210K
$9.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.53K- 5.24% |
$55.3K - $64.5K
|
27.6K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-1.53K- 6.72% |
$55.4K - $64.6K
|
21.2K
$947K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.61K- 74.86% |
$58.3K - $68K
|
540
$24.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-1.74K- 26.81% |
$63.2K - $73.7K
|
4.76K
$213K
|