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 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.41K+ 4.24% |
$276K - $335K
|
232K
$8.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.33K+ 61.87% |
$274K - $332K
|
24.4K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9K+ 4.22% |
$264K - $320K
|
222K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.94KNew |
$263K - $318K
|
8.94K
$338K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
8.94KNew |
$262K - $318K
|
8.94K
$337K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.9K+ 12.62% |
$261K - $316K
|
79.4K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.82K+ 20.45% |
$259K - $314K
|
52K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.7K+ 2.22% |
$255K - $309K
|
401K
$15.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.5KNew |
$250K - $302K
|
8.5K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.45K+ 3.34% |
$248K - $300K
|
262K
$9.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8.38K+ 2.0% |
$246K - $298K
|
427K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.35KNew |
$245K - $297K
|
8.35K
$315K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.23K+ 2.63% |
$242K - $293K
|
321K
$12.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.23K+ 12.38% |
$242K - $293K
|
74.7K
$2.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.19K+ 11.99% |
$240K - $291K
|
76.5K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.08K+ 8.33% |
$237K - $287K
|
105K
$3.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 8.76% |
$233K - $283K
|
98.7K
$3.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.92K+ 3.17% |
$232K - $281K
|
257K
$9.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.76KNew |
$228K - $276K
|
7.76K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.71KNew |
$226K - $274K
|
7.71K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.45KNew |
$219K - $265K
|
7.45K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.19K+ 2.81% |
$211K - $256K
|
263K
$9.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.19KNew |
$211K - $256K
|
7.19K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.08KNew |
$208K - $252K
|
7.08K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.96K+ 17.53% |
$204K - $247K
|
46.7K
$1.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.65K+ 1.35% |
$195K - $237K
|
501K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.52K+ 0.37% |
$191K - $232K
|
1.75M
$66M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.47KNew |
$190K - $230K
|
6.47K
$244K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.44K+ 30.79% |
$189K - $229K
|
27.4K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.32KNew |
$186K - $225K
|
6.32K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.25K+ 15.86% |
$183K - $222K
|
45.6K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.21K+ 18.66% |
$182K - $221K
|
39.5K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.2K+ 54.53% |
$182K - $220K
|
17.6K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.17K+ 49.51% |
$181K - $219K
|
18.6K
$703K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.05KNew |
$178K - $215K
|
6.05K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.92K+ 14.63% |
$174K - $211K
|
46.4K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.92KNew |
$174K - $210K
|
5.92K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.79K+ 6.95% |
$170K - $206K
|
89.1K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.7KNew |
$167K - $203K
|
5.7K
$215K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
5.66KNew |
$166K - $201K
|
5.66K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.66KNew |
$166K - $201K
|
5.66K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.56K+ 1016.45% |
$163K - $198K
|
6.11K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.56K+ 2.58% |
$163K - $198K
|
221K
$8.34M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5.45KNew |
$160K - $194K
|
5.45K
$206K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.4K+ 2.72% |
$159K - $192K
|
204K
$7.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.32K+ 13.72% |
$156K - $189K
|
44.1K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.28K+ 5.12% |
$155K - $188K
|
108K
$4.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.25K+ 56.04% |
$154K - $187K
|
14.6K
$552K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.21KNew |
$153K - $185K
|
5.21K
$197K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.16K+ 55.86% |
$152K - $184K
|
14.4K
$544K
|