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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-9.68K- 1.78% |
$406K - $434K
|
534K
$24M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-143- 0.47% |
$5.99K - $6.42K
|
30.1K
$1.35M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 1.19% |
$8.38K - $8.97K
|
17K
$764K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.5K- 3.37% |
$1.03M - $1.1M
|
704K
$31.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
25.9K+ 3.47% |
$1.09M - $1.16M
|
773K
$34.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-180- 3.52% |
$7.54K - $8.08K
|
4.94K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-117K- 4.44% |
$4.9M - $5.24M
|
2.51M
$113M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-937- 3.31% |
$39.3K - $42K
|
27.3K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
560K+ 10.63% |
$23.5M - $25.1M
|
5.83M
$262M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.42K- 3.04% |
$59.4K - $63.6K
|
45.3K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-69- 0.71% |
$2.89K - $3.1K
|
9.58K
$432K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
SELL
|
- |
-762- 2.37% |
$31.9K - $34.2K
|
31.4K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8.29K- 24.06% |
$347K - $372K
|
26.2K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
18.9K+ 4.32% |
$794K - $850K
|
457K
$20.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 6.7% |
$53.4K - $57.1K
|
20.3K
$913K
|
|
|
Oct 21, 2025
Q3 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-2.85K- 2.57% |
$119K - $128K
|
108K
$4.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-229- 0.14% |
$9.6K - $10.3K
|
164K
$7.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-66- 0.32% |
$2.77K - $2.96K
|
20.3K
$915K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-563- 1.23% |
$23.6K - $25.3K
|
45.3K
$2.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.78K- 20.4% |
$200K - $214K
|
18.6K
$840K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-629- 0.62% |
$26.4K - $28.2K
|
100K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-190- 0.41% |
$7.96K - $8.53K
|
45.8K
$2.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.75K+ 2.05% |
$241K - $258K
|
287K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
226+ 1.02% |
$9.47K - $10.1K
|
22.4K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.75K+ 0.57% |
$199K - $213K
|
832K
$37.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-560- 2.67% |
$23.5K - $25.1K
|
20.4K
$919K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
35+ 0.44% |
$1.47K - $1.57K
|
8.02K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.29K- 17.79% |
$264K - $282K
|
29.1K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.65K- 26.83% |
$69.2K - $74K
|
4.5K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-1.86K- 3.26% |
$77.7K - $83.2K
|
55.1K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.3K- 3.26% |
$807K - $864K
|
572K
$25.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.54KNew |
$106K - $114K
|
2.54K
$114K
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
5.69K+ 1.04% |
$239K - $255K
|
555K
$25M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-83- 0.93% |
$3.48K - $3.72K
|
8.8K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
55.1KNew |
$2.31M - $2.47M
|
55.1K
$2.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-1.82K- 0.31% |
$76.2K - $81.6K
|
588K
$26.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-11.3K- 1.35% |
$472K - $506K
|
822K
$37M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.38K+ 10.17% |
$58K - $62.1K
|
15K
$675K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 0.06% |
$335 - $359
|
13.6K
$613K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.37K+ 34.22% |
$99.3K - $106K
|
9.3K
$419K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.38K- 2.04% |
$99.5K - $107K
|
114K
$5.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-17.7K- 3.74% |
$742K - $795K
|
456K
$20.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11+ 0.03% |
$461 - $494
|
36.8K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-620- 0.12% |
$26K - $27.8K
|
535K
$24.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
44+ 0.44% |
$1.84K - $1.97K
|
10K
$451K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-8.5K- 1.61% |
$356K - $381K
|
521K
$23.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-774- 74.42% |
$32.4K - $34.7K
|
266
$12K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
590+ 3.29% |
$24.7K - $26.5K
|
18.5K
$833K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-3.37K- 2.33% |
$141K - $151K
|
141K
$6.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
398+ 0.92% |
$16.7K - $17.9K
|
43.8K
$1.97M
|
|