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 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
855KNew |
$37.3M - $39.1M
|
855K
$38.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
264K+ 49.45% |
$11.5M - $12.1M
|
797K
$35.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
177K+ 6.13% |
$7.69M - $8.07M
|
3.06M
$138M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
36.4K+ 53.63% |
$1.58M - $1.66M
|
104K
$4.69M
|
|
|
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 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
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
25.1KNew |
$1.09M - $1.15M
|
25.1K
$1.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
24.7K+ 86.52% |
$1.08M - $1.13M
|
53.3K
$2.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
18.1K+ 1.96% |
$788K - $827K
|
942K
$42.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
16.2KNew |
$706K - $740K
|
16.2K
$729K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
15.3K+ 1.16% |
$667K - $700K
|
1.33M
$60M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
13KNew |
$565K - $593K
|
13K
$584K
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
11.5K+ 2.52% |
$501K - $525K
|
468K
$21.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
9.66K+ 18.37% |
$421K - $442K
|
62.3K
$2.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
8.86KNew |
$386K - $405K
|
8.86K
$399K
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
7.98K+ 1.58% |
$348K - $365K
|
514K
$23.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.16K+ 2.57% |
$312K - $327K
|
286K
$12.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.13KNew |
$267K - $280K
|
6.13K
$276K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
5.81K+ 1.47% |
$253K - $265K
|
400K
$18M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.89KNew |
$213K - $224K
|
4.89K
$220K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.7KNew |
$205K - $215K
|
4.7K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
4.36KNew |
$190K - $199K
|
4.36K
$196K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
4.34KNew |
$189K - $199K
|
4.34K
$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 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.22KNew |
$184K - $193K
|
4.22K
$190K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.02K+ 1.37% |
$175K - $184K
|
297K
$13.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.9K+ 53.98% |
$170K - $178K
|
11.1K
$501K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.9K+ 2.66% |
$126K - $133K
|
112K
$5.05M
|
|
|
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
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 13.36% |
$118K - $124K
|
23K
$1.03M
|
|
|
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 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.34K+ 3.06% |
$58.4K - $61.3K
|
45.1K
$2.03M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.25K+ 23.02% |
$54.2K - $56.9K
|
6.65K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
829+ 33.4% |
$36.1K - $37.9K
|
3.31K
$149K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
723+ 0.72% |
$31.5K - $33K
|
101K
$4.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
699+ 1.7% |
$30.5K - $32K
|
41.9K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
680+ 7.32% |
$29.6K - $31.1K
|
9.98K
$449K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
601+ 3.22% |
$26.2K - $27.5K
|
19.2K
$867K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
534+ 3.56% |
$23.3K - $24.4K
|
15.5K
$699K
|
|
|
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 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
373+ 0.67% |
$16.3K - $17K
|
56K
$2.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
263+ 1.86% |
$11.5K - $12K
|
14.4K
$647K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
246+ 0.96% |
$10.7K - $11.2K
|
26K
$1.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
233+ 2.94% |
$10.2K - $10.7K
|
8.17K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
226+ 1.01% |
$9.85K - $10.3K
|
22.7K
$1.02M
|
|