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 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
800+ 7.57% |
$26.1K - $28.7K
|
11.4K
$356K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
531+ 6.59% |
$17.3K - $19K
|
8.59K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
361+ 1.35% |
$11.8K - $12.9K
|
27K
$846K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
258+ 2.24% |
$8.4K - $9.24K
|
11.8K
$369K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 3.66% |
$228 - $251
|
198
$6.21K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 23.23% |
$4.17K - $4.58K
|
423
$13.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-982- 2.39% |
$32K - $35.2K
|
40.1K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 1.6% |
$36.5K - $40.2K
|
69K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 7.35% |
$47.2K - $51.9K
|
18.3K
$573K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.57K- 0.61% |
$51.1K - $56.2K
|
256K
$8.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.67K- 4.17% |
$54.5K - $59.9K
|
38.4K
$1.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.73K- 5.16% |
$56.2K - $61.8K
|
31.7K
$995K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.23K- 1.02% |
$105K - $116K
|
313K
$9.81M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 0.87% |
$111K - $123K
|
390K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 1.0% |
$130K - $142K
|
393K
$12.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.06K- 1.99% |
$132K - $145K
|
200K
$6.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.93K- 2.18% |
$226K - $248K
|
311K
$9.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.13K- 37.56% |
$232K - $255K
|
11.9K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-8.17K- 20.79% |
$266K - $293K
|
31.1K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24.8K- 18.66% |
$809K - $889K
|
108K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-27.3K- 5.22% |
$888K - $977K
|
495K
$15.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-29.6K- 2.46% |
$966K - $1.06M
|
1.18M
$36.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-90.7K- 88.52% |
$2.95M - $3.25M
|
11.8K
$369K
|