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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.75K- 23.63% |
$63.4K - $74K
|
5.66K
$253K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.79K- 9.35% |
$64.7K - $75.5K
|
17.3K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 1.83% |
$67.8K - $79K
|
100K
$4.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.88K- 0.53% |
$68.2K - $79.6K
|
353K
$15.8M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.95K- 21.02% |
$70.7K - $82.4K
|
7.33K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2K- 1.51% |
$72.6K - $84.7K
|
131K
$5.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.04K- 0.28% |
$74.1K - $86.4K
|
726K
$32.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.15K- 21.0% |
$77.9K - $90.8K
|
8.08K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 14.79% |
$79.1K - $92.3K
|
12.6K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
SELL
|
- |
-2.22K- 0.67% |
$80.3K - $93.7K
|
327K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 22.04% |
$83.1K - $96.9K
|
8.11K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.31K- 0.95% |
$83.8K - $97.8K
|
242K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.39K- 5.77% |
$86.5K - $101K
|
39K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-2.43K- 2.03% |
$88.1K - $103K
|
117K
$5.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.46K- 4.77% |
$89.1K - $104K
|
49.1K
$2.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-2.47K- 49.27% |
$89.4K - $104K
|
2.54K
$113K
|
|
|
Jul 30, 2025
Q2 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.65K- 2.33% |
$95.9K - $112K
|
111K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-2.69K- 1.93% |
$97.5K - $114K
|
136K
$6.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-2.82K- 8.48% |
$102K - $119K
|
30.4K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.89K- 0.34% |
$105K - $122K
|
847K
$37.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.91K- 62.85% |
$106K - $123K
|
1.72K
$76.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.96K- 13.57% |
$107K - $125K
|
18.8K
$841K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.08K- 19.95% |
$112K - $130K
|
12.4K
$552K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.13K- 5.45% |
$114K - $132K
|
54.3K
$2.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.25K- 3.88% |
$118K - $137K
|
80.6K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.27K- 6.54% |
$118K - $138K
|
46.7K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.34K- 3.03% |
$121K - $141K
|
107K
$4.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.39K- 6.85% |
$123K - $143K
|
46K
$2.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.76K- 1.09% |
$136K - $159K
|
342K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.8K- 0.32% |
$138K - $161K
|
1.2M
$53.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3.9K- 0.5% |
$141K - $165K
|
771K
$34.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.98K- 3.31% |
$144K - $168K
|
116K
$5.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-4.13K- 1.34% |
$150K - $175K
|
303K
$13.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-4.14K- 0.43% |
$150K - $175K
|
954K
$42.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.32K- 2.95% |
$157K - $183K
|
142K
$6.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
SELL
|
- |
-4.54K- 13.48% |
$165K - $192K
|
29.2K
$1.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-4.56K- 21.1% |
$165K - $193K
|
17.1K
$762K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.65K- 13.56% |
$169K - $197K
|
29.6K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-4.8K- 0.36% |
$174K - $203K
|
1.33M
$59.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.84K- 1.14% |
$175K - $205K
|
422K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-4.84K- 8.4% |
$176K - $205K
|
52.8K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-4.85K- 12.49% |
$176K - $205K
|
34K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.88K- 2.31% |
$177K - $206K
|
206K
$9.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-4.93K- 1.28% |
$179K - $208K
|
379K
$16.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5K- 5.23% |
$181K - $211K
|
90.5K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-5K- 29.76% |
$181K - $211K
|
11.8K
$527K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-5.1K- 1.79% |
$185K - $216K
|
281K
$12.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.19K- 10.84% |
$188K - $219K
|
42.7K
$1.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.28K- 0.31% |
$191K - $223K
|
1.72M
$76.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-5.59K- 5.14% |
$203K - $236K
|
103K
$4.6M
|