Latest Institutional Transactions on Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Us Marketwi (DFUV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.81K- 0.75% |
$427K - $448K
|
1.3M
$58.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.35% |
$1.26K - $1.33K
|
8.37K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
64+ 1.3% |
$2.79K - $2.93K
|
5K
$225K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.04% |
$261 - $274
|
13.6K
$613K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-204- 1.19% |
$8.89K - $9.32K
|
16.9K
$762K
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
8.86KNew |
$386K - $405K
|
8.86K
$399K
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
263+ 1.86% |
$11.5K - $12K
|
14.4K
$647K
|
|
|
Jan 23, 2026
Q4 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
226+ 1.01% |
$9.85K - $10.3K
|
22.7K
$1.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
SELL
|
- |
-14.4K- 1.55% |
$628K - $659K
|
917K
$41.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-737- 0.29% |
$32.1K - $33.7K
|
258K
$11.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
113+ 0.09% |
$4.92K - $5.17K
|
130K
$5.87M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29K+ 6.47% |
$1.26M - $1.33M
|
478K
$21.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Newton One Investments LLC
|
BUY
|
- |
28+ 0.33% |
$1.22K - $1.28K
|
8.42K
$379K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 23.02% |
$54.2K - $56.9K
|
6.65K
$300K
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.66K- 1.26% |
$72.4K - $76K
|
130K
$5.87M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
11.5K+ 2.52% |
$501K - $525K
|
468K
$21.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.0% |
$43.6 - $45.7
|
55.7K
$2.51M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.1KNew |
$1.09M - $1.15M
|
25.1K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-83.7K- 10.18% |
$3.65M - $3.83M
|
738K
$33.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-46.8K- 2.09% |
$2.04M - $2.14M
|
2.19M
$98.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.9K+ 53.98% |
$170K - $178K
|
11.1K
$501K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.7K+ 86.52% |
$1.08M - $1.13M
|
53.3K
$2.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.16K+ 2.57% |
$312K - $327K
|
286K
$12.9M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
397+ 1.25% |
$17.3K - $18.1K
|
32.2K
$1.45M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
2.83K+ 3.12% |
$123K - $129K
|
93.7K
$4.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
SELL
|
- |
-6.99K- 0.96% |
$305K - $320K
|
718K
$32.3M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.2K- 1.38% |
$314K - $329K
|
513K
$23.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.31% |
$479 - $503
|
3.58K
$161K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 1.21% |
$57.9K - $60.7K
|
109K
$4.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
75+ 0.35% |
$3.27K - $3.43K
|
21.4K
$966K
|
|
|
Jan 20, 2026
Q4 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
SELL
|
- |
-1.62K- 0.75% |
$70.6K - $74.1K
|
213K
$9.61M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-769- 8.18% |
$33.5K - $35.2K
|
8.64K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.02K+ 1.37% |
$175K - $184K
|
297K
$13.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
855KNew |
$37.3M - $39.1M
|
855K
$38.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-126- 0.93% |
$5.49K - $5.76K
|
13.4K
$604K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
699+ 1.7% |
$30.5K - $32K
|
41.9K
$1.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
17+ 0.35% |
$741 - $777
|
4.83K
$218K
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
13KNew |
$565K - $593K
|
13K
$584K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 13.36% |
$118K - $124K
|
23K
$1.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
25+ 0.36% |
$1.09K - $1.14K
|
7.01K
$316K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
233+ 2.94% |
$10.2K - $10.7K
|
8.17K
$368K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
SELL
|
- |
-169- 0.54% |
$7.36K - $7.72K
|
31.2K
$1.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.34K+ 3.06% |
$58.4K - $61.3K
|
45.1K
$2.03M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
373+ 0.67% |
$16.3K - $17K
|
56K
$2.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
264K+ 49.45% |
$11.5M - $12.1M
|
797K
$35.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
32+ 0.05% |
$1.39K - $1.46K
|
62.9K
$2.83M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
534+ 3.56% |
$23.3K - $24.4K
|
15.5K
$699K
|
|
|
Jan 16, 2026
Q4 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.02% |
$349 - $366
|
36.8K
$1.66M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
65+ 0.35% |
$2.83K - $2.97K
|
18.6K
$838K
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-745- 1.35% |
$32.5K - $34.1K
|
54.3K
$2.45M
|
|