Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
34.6K+ 4.36% |
$1.51M - $1.58M
|
828K
$37.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
30.7K+ 10.43% |
$1.34M - $1.4M
|
325K
$14.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
29.5K+ 3.82% |
$1.29M - $1.35M
|
802K
$36.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.3K+ 1.16% |
$667K - $700K
|
1.33M
$60M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.66K+ 18.37% |
$421K - $442K
|
62.3K
$2.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.98K+ 1.58% |
$348K - $365K
|
514K
$23.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.13KNew |
$267K - $280K
|
6.13K
$276K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.89KNew |
$213K - $224K
|
4.89K
$220K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
4.36KNew |
$190K - $199K
|
4.36K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.33K+ 1.38% |
$189K - $198K
|
319K
$14.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
4.3KNew |
$187K - $197K
|
4.3K
$194K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.9K+ 2.66% |
$126K - $133K
|
112K
$5.05M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 1.79% |
$118K - $124K
|
154K
$6.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.7K+ 2.2% |
$118K - $124K
|
126K
$5.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.97K+ 1.46% |
$86K - $90.2K
|
137K
$6.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
829+ 33.4% |
$36.1K - $37.9K
|
3.31K
$149K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
680+ 7.32% |
$29.6K - $31.1K
|
9.98K
$449K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
246+ 0.96% |
$10.7K - $11.2K
|
26K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
219+ 0.9% |
$9.54K - $10K
|
24.7K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.34% |
$1.57K - $1.65K
|
10.5K
$472K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
18+ 0.33% |
$784 - $823
|
5.39K
$243K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
15+ 0.25% |
$654 - $686
|
6.11K
$275K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 0.01% |
$174 - $183
|
40.4K
$1.82M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4- 0.07% |
$174 - $183
|
5.93K
$267K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-37- 0.11% |
$1.61K - $1.69K
|
32.8K
$1.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-53- 0.75% |
$2.31K - $2.42K
|
6.99K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-302- 1.94% |
$13.2K - $13.8K
|
15.2K
$686K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-380- 2.37% |
$16.6K - $17.4K
|
15.7K
$706K
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-466- 7.01% |
$20.3K - $21.3K
|
6.18K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-550- 2.87% |
$24K - $25.1K
|
18.6K
$838K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-885- 2.14% |
$38.6K - $40.5K
|
40.5K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-899- 2.26% |
$39.2K - $41.1K
|
39K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.31K- 0.63% |
$56.9K - $59.7K
|
205K
$9.23M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.37K- 0.61% |
$59.6K - $62.5K
|
224K
$10.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.4K- 9.36% |
$60.8K - $63.8K
|
13.5K
$609K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.65K- 5.78% |
$115K - $121K
|
43.2K
$1.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.82K- 0.66% |
$123K - $129K
|
427K
$19.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-3.1K- 1.49% |
$135K - $141K
|
204K
$9.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-3.25K- 1.91% |
$141K - $148K
|
167K
$7.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-5K- 8.6% |
$218K - $228K
|
53.1K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-6.89K- 4.88% |
$300K - $315K
|
134K
$6.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-7.9K- 1.34% |
$344K - $361K
|
581K
$26.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-8.51K- 1.51% |
$371K - $389K
|
557K
$25.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-9.71K- 0.55% |
$423K - $444K
|
1.76M
$79.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-11.6K- 24.35% |
$505K - $529K
|
36K
$1.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-16.9K- 10.3% |
$736K - $772K
|
147K
$6.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-18.7K- 2.24% |
$814K - $854K
|
813K
$36.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
SELL
|
- |
-19.8K- 1.52% |
$862K - $904K
|
1.28M
$57.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-82.2K- 2.95% |
$3.58M - $3.76M
|
2.7M
$122M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-88.6K- 15.49% |
$3.86M - $4.05M
|
483K
$21.8M
|
|