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 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.96K- 18.96% |
$216K - $252K
|
25.5K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.09K- 5.33% |
$221K - $258K
|
108K
$4.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-6.13K- 17.81% |
$222K - $259K
|
28.3K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.95K- 1.45% |
$252K - $294K
|
472K
$21.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.27K- 8.9% |
$263K - $307K
|
74.4K
$3.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.85K- 4.93% |
$284K - $332K
|
151K
$6.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
SELL
|
- |
-8.37K- 10.77% |
$303K - $354K
|
69.4K
$3.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-8.41K- 0.69% |
$305K - $356K
|
1.21M
$53.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-8.5K- 0.93% |
$308K - $359K
|
910K
$40.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.72K- 44.88% |
$316K - $368K
|
10.7K
$478K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.75K- 87.67% |
$317K - $370K
|
1.23K
$55K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.01K- 13.5% |
$326K - $381K
|
57.7K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-9.16K- 3.16% |
$332K - $387K
|
281K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.73K- 37.19% |
$353K - $411K
|
16.4K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-10.2K- 1.69% |
$368K - $429K
|
589K
$26.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-10.4K- 1.1% |
$376K - $439K
|
936K
$41.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-10.5K- 1.53% |
$380K - $443K
|
675K
$30.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-10.6K- 3.08% |
$383K - $447K
|
333K
$14.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-10.7K- 2.05% |
$386K - $450K
|
508K
$22.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.9K- 6.29% |
$393K - $459K
|
162K
$7.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10.9K- 0.99% |
$395K - $460K
|
1.09M
$48.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-11.7K- 8.41% |
$424K - $494K
|
127K
$5.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.7K- 3.13% |
$425K - $495K
|
362K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-11.8K- 3.63% |
$429K - $501K
|
314K
$14M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.6K- 3.48% |
$455K - $531K
|
348K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13K- 33.43% |
$470K - $548K
|
25.8K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-13K- 6.82% |
$471K - $549K
|
177K
$7.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.1K- 4.45% |
$474K - $553K
|
281K
$12.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-13.2K- 2.83% |
$479K - $558K
|
454K
$20.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.2K- 13.27% |
$480K - $560K
|
86.6K
$3.87M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.4K- 2.47% |
$487K - $568K
|
529K
$23.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13.8K- 0.77% |
$499K - $582K
|
1.78M
$79.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-14.4K- 1.33% |
$523K - $610K
|
1.07M
$47.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-14.7K- 2.51% |
$534K - $622K
|
572K
$25.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 3.94% |
$578K - $674K
|
388K
$17.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.9K- 2.27% |
$613K - $715K
|
728K
$32.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-17.8K- 8.68% |
$646K - $753K
|
187K
$8.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-19K- 19.3% |
$687K - $802K
|
79.3K
$3.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-19.6K- 1.82% |
$710K - $829K
|
1.06M
$47.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25.3K- 2.97% |
$917K - $1.07M
|
827K
$36.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25.4K- 1.76% |
$922K - $1.08M
|
1.42M
$63.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-26.2K- 16.51% |
$950K - $1.11M
|
133K
$5.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-26.8K- 94.45% |
$970K - $1.13M
|
1.57K
$70.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-27.6K- 9.0% |
$999K - $1.16M
|
278K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-31.7K- 4.69% |
$1.15M - $1.34M
|
646K
$28.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-31.9K- 1.15% |
$1.16M - $1.35M
|
2.73M
$122M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32K- 5.14% |
$1.16M - $1.35M
|
591K
$26.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-32.2K- 3.92% |
$1.17M - $1.36M
|
789K
$35.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-32.4K- 7.6% |
$1.17M - $1.37M
|
394K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.6K- 16.22% |
$1.22M - $1.42M
|
173K
$7.74M
|