Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
897K+ 168.58% |
$29.2M - $32.1M
|
1.43M
$44.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
604K+ 89.47% |
$19.7M - $21.6M
|
1.28M
$40.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
315KNew |
$10.3M - $11.3M
|
315K
$9.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
292K+ 40.71% |
$9.52M - $10.5M
|
1.01M
$31.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
197K+ 874.12% |
$6.41M - $7.05M
|
219K
$6.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141K+ 2.04% |
$4.6M - $5.06M
|
7.05M
$221M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
126K+ 13.49% |
$4.11M - $4.52M
|
1.06M
$33.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
117K+ 144.47% |
$3.8M - $4.18M
|
197K
$6.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
108K+ 10.49% |
$3.5M - $3.85M
|
1.13M
$35.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
91.9K+ 5.42% |
$2.99M - $3.29M
|
1.79M
$56M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
82.4KNew |
$2.68M - $2.95M
|
82.4K
$2.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
78K+ 86.87% |
$2.54M - $2.8M
|
168K
$5.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
77.8K+ 342.8% |
$2.53M - $2.79M
|
101K
$3.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
72.6K+ 70.76% |
$2.36M - $2.6M
|
175K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
62.6K+ 4.98% |
$2.04M - $2.24M
|
1.32M
$41.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.6K+ 2.21% |
$1.94M - $2.14M
|
2.76M
$86.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.4K+ 19.78% |
$1.8M - $1.98M
|
335K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
53.4K+ 116.54% |
$1.74M - $1.91M
|
99.3K
$3.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
49.2K+ 3.06% |
$1.6M - $1.76M
|
1.66M
$52M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
48.6K+ 16.95% |
$1.58M - $1.74M
|
335K
$10.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.9K+ 47.75% |
$1.04M - $1.14M
|
98.8K
$3.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
30.7K+ 7.69% |
$998K - $1.1M
|
429K
$13.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
30.3K+ 114.27% |
$986K - $1.08M
|
56.8K
$1.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.2KNew |
$885K - $973K
|
27.2K
$851K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
26.2K+ 2.25% |
$853K - $938K
|
1.19M
$37.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24.3K+ 52.65% |
$792K - $871K
|
70.5K
$2.21M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 157.05% |
$790K - $869K
|
39.7K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$682K - $750K
|
20.9K
$656K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
20.8K+ 10.79% |
$676K - $743K
|
213K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.4K+ 9.54% |
$631K - $693K
|
222K
$6.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6K+ 4.88% |
$539K - $593K
|
356K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 5.75% |
$448K - $493K
|
253K
$7.94M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 3.47% |
$429K - $472K
|
393K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13K+ 3.76% |
$424K - $467K
|
359K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.72K+ 10.93% |
$316K - $348K
|
98.6K
$3.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 1.99% |
$306K - $337K
|
483K
$15.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.54K+ 30.31% |
$278K - $306K
|
36.7K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.7KNew |
$251K - $276K
|
7.7K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.37K+ 0.36% |
$240K - $264K
|
2.04M
$63.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47KNew |
$211K - $232K
|
6.47K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.44K+ 6.51% |
$210K - $231K
|
105K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 5.08% |
$134K - $147K
|
84.9K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.38K+ 8.52% |
$110K - $121K
|
43K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.24K+ 1.44% |
$105K - $116K
|
228K
$7.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.87K+ 4.53% |
$93.4K - $103K
|
66.2K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.47K+ 19.63% |
$80.5K - $88.6K
|
15.1K
$472K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.96% |
$53.5K - $58.9K
|
43.1K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 1.79% |
$34.5K - $37.9K
|
60.1K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
807+ 4.67% |
$26.3K - $28.9K
|
18.1K
$567K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
800+ 7.57% |
$26.1K - $28.7K
|
11.4K
$356K
|