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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
20.9K+ 112.86% |
$614K - $744K
|
39.4K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.8KNew |
$610K - $739K
|
20.8K
$784K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
20.4K+ 10.29% |
$600K - $727K
|
219K
$8.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.3K+ 6.64% |
$595K - $721K
|
326K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
19.9K+ 0.96% |
$585K - $709K
|
2.1M
$79.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.9K+ 245.16% |
$584K - $707K
|
28K
$1.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 24.37% |
$583K - $706K
|
101K
$3.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
19.8K+ 13.49% |
$581K - $704K
|
167K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.7K+ 2.77% |
$579K - $701K
|
732K
$27.6M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 10.6% |
$575K - $696K
|
204K
$7.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
19.4K+ 32.5% |
$569K - $689K
|
79K
$2.98M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
19.3K+ 27.09% |
$567K - $686K
|
90.5K
$3.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
18.6K+ 27.34% |
$547K - $663K
|
86.8K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$519K - $629K
|
17.7K
$667K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.6KNew |
$517K - $626K
|
17.6K
$665K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 9.58% |
$514K - $623K
|
200K
$7.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17.3K+ 25.6% |
$508K - $615K
|
84.9K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.8K+ 800.0% |
$492K - $596K
|
18.9K
$712K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.6K+ 1.57% |
$489K - $592K
|
1.08M
$40.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16.6KNew |
$487K - $589K
|
16.6K
$626K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
16.2K+ 28.51% |
$475K - $576K
|
73K
$2.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15.1K+ 3.07% |
$444K - $537K
|
508K
$19.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.9KNew |
$438K - $530K
|
14.9K
$563K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.7K+ 6.91% |
$432K - $523K
|
228K
$8.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 9.31% |
$420K - $509K
|
168K
$6.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14K+ 26.09% |
$412K - $499K
|
67.9K
$2.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
13.8K+ 4.12% |
$406K - $491K
|
349K
$13.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
13.6K+ 8.21% |
$399K - $484K
|
179K
$6.77M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
13.4K+ 4.42% |
$394K - $478K
|
317K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
13.2K+ 17.29% |
$389K - $471K
|
89.8K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 2.77% |
$388K - $470K
|
491K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.4K+ 132.84% |
$365K - $443K
|
21.8K
$824K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 10.65% |
$361K - $438K
|
128K
$4.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.1K+ 8.6% |
$356K - $431K
|
153K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12K+ 2.75% |
$352K - $427K
|
448K
$16.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.7K+ 56.46% |
$345K - $418K
|
32.6K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$345K - $418K
|
11.7K
$443K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
11.7K+ 5.14% |
$343K - $415K
|
239K
$9.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 20.64% |
$339K - $411K
|
67.5K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
11.5K+ 1.62% |
$339K - $410K
|
721K
$27.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.4KNew |
$335K - $406K
|
11.4K
$431K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.9K+ 3.06% |
$320K - $387K
|
367K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10.9K+ 0.89% |
$320K - $387K
|
1.23M
$46.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
10.9K+ 0.85% |
$319K - $386K
|
1.29M
$48.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.7K+ 114.16% |
$314K - $380K
|
20.1K
$757K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.6K+ 2.92% |
$313K - $379K
|
376K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.6K+ 11.0% |
$311K - $377K
|
107K
$4.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.5K+ 1.99% |
$309K - $374K
|
540K
$20.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
9.81K+ 27.27% |
$288K - $349K
|
45.8K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.53KNew |
$280K - $339K
|
9.53K
$360K
|