Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
93.7K+ 9.5% |
$2.75M - $3.33M
|
1.08M
$40.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.9K+ 90.87% |
$2.2M - $2.66M
|
157K
$5.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.3K+ 18.33% |
$2.12M - $2.57M
|
467K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
67K+ 2.59% |
$1.97M - $2.38M
|
2.65M
$100M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
66.3K+ 63.89% |
$1.95M - $2.36M
|
170K
$6.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
63.9K+ 8.41% |
$1.88M - $2.27M
|
825K
$31.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
58.6K+ 6.92% |
$1.72M - $2.09M
|
906K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
56.1KNew |
$1.65M - $1.99M
|
56.1K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
54K+ 11.2% |
$1.59M - $1.92M
|
537K
$20.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
53.4K+ 66.4% |
$1.57M - $1.9M
|
134K
$5.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
52.5K+ 3.17% |
$1.54M - $1.87M
|
1.71M
$64.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.6K+ 3.48% |
$1.52M - $1.84M
|
1.54M
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 2.96% |
$1.51M - $1.83M
|
1.78M
$67.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
50.5K+ 7.06% |
$1.48M - $1.8M
|
766K
$28.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
49.9K+ 7.46% |
$1.46M - $1.77M
|
719K
$27.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
49.7K+ 7.84% |
$1.46M - $1.77M
|
684K
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46.8KNew |
$1.37M - $1.66M
|
46.8K
$1.77M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
46.5K+ 19.43% |
$1.37M - $1.66M
|
286K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
45.8K+ 2.9% |
$1.34M - $1.63M
|
1.63M
$61.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
43.7K+ 4.76% |
$1.28M - $1.56M
|
963K
$36.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42K+ 8.96% |
$1.23M - $1.49M
|
511K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41.6K+ 21.31% |
$1.22M - $1.48M
|
237K
$8.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.1K+ 41.42% |
$1.21M - $1.46M
|
140K
$5.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
39.4K+ 19.94% |
$1.16M - $1.4M
|
237K
$8.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
38.5K+ 1.89% |
$1.13M - $1.37M
|
2.08M
$78.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.7K+ 7.96% |
$1.11M - $1.34M
|
511K
$19.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
37.1K+ 1.85% |
$1.09M - $1.32M
|
2.05M
$77.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 372.54% |
$1.07M - $1.29M
|
46.1K
$1.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
35.3K+ 14.12% |
$1.04M - $1.26M
|
285K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
35.2K+ 7.79% |
$1.03M - $1.25M
|
487K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
34.2K+ 20.76% |
$1M - $1.22M
|
199K
$7.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.7K+ 3.35% |
$989K - $1.2M
|
1.04M
$39.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.5K+ 20.19% |
$983K - $1.19M
|
199K
$7.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
30.7K+ 8.43% |
$902K - $1.09M
|
395K
$14.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
30.7K+ 8.43% |
$902K - $1.09M
|
395K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.6K+ 3.5% |
$898K - $1.09M
|
905K
$34.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
30KNew |
$879K - $1.07M
|
30K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
29.7KNew |
$872K - $1.06M
|
29.7K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
28K+ 141.6% |
$822K - $996K
|
47.8K
$1.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27.6K+ 2.67% |
$811K - $982K
|
1.06M
$40.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
26.9K+ 5.86% |
$789K - $955K
|
485K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.9K+ 157.22% |
$760K - $920K
|
42.3K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
25.2K+ 5.23% |
$740K - $896K
|
507K
$19.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.2K+ 4.49% |
$739K - $895K
|
586K
$22.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.4K+ 0.85% |
$717K - $868K
|
2.9M
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
24.1K+ 11.3% |
$708K - $857K
|
237K
$8.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 3456.06% |
$644K - $780K
|
22.6K
$853K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
21.4K+ 82292.31% |
$628K - $761K
|
21.4K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
21.3KNew |
$625K - $757K
|
21.3K
$804K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.9KNew |
$615K - $745K
|
20.9K
$791K
|