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 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.11K+ 2.92% |
$150K - $182K
|
180K
$6.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.99K+ 6.44% |
$146K - $177K
|
82.4K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.96K+ 0.72% |
$146K - $176K
|
693K
$26.2M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
4.8K+ 16.37% |
$141K - $171K
|
34.1K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.78K+ 2.26% |
$140K - $170K
|
217K
$8.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.66K+ 10.18% |
$137K - $166K
|
50.4K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.49K+ 17.56% |
$132K - $160K
|
30.1K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.36K+ 9.42% |
$128K - $155K
|
50.7K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.29K+ 1.19% |
$126K - $152K
|
364K
$13.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.28K+ 38.1% |
$126K - $152K
|
15.5K
$585K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.13K+ 4.18% |
$121K - $147K
|
103K
$3.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 51.23% |
$117K - $142K
|
11.8K
$445K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.97K+ 10.26% |
$117K - $141K
|
42.7K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.97K+ 3.03% |
$117K - $141K
|
135K
$5.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.92K+ 3.97% |
$115K - $139K
|
103K
$3.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.74K+ 5.61% |
$110K - $133K
|
70.3K
$2.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.65K+ 3.47% |
$107K - $130K
|
109K
$4.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.11K+ 27.18% |
$91.3K - $111K
|
14.5K
$549K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.04K+ 33.83% |
$89.4K - $108K
|
12K
$455K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3KNew |
$88.1K - $107K
|
3K
$113K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 1.15% |
$87K - $105K
|
260K
$9.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.85KNew |
$83.5K - $101K
|
2.85K
$107K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.75K+ 208.49% |
$80.7K - $97.8K
|
4.07K
$154K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.7K+ 10.4% |
$79.2K - $96K
|
28.7K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.55K+ 4.25% |
$74.8K - $90.6K
|
62.6K
$2.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.43K+ 11.13% |
$71.2K - $86.2K
|
24.2K
$914K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.33K+ 13.91% |
$68.5K - $82.9K
|
19.1K
$721K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.32K+ 8.37% |
$68.2K - $82.6K
|
30.1K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.29K+ 0.43% |
$67.3K - $81.5K
|
537K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.17K+ 20.39% |
$63.8K - $77.3K
|
12.8K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.08K+ 7.54% |
$60.9K - $73.8K
|
29.6K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.99K+ 31.47% |
$58.5K - $70.8K
|
8.32K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.95K+ 2.63% |
$57.3K - $69.4K
|
76.2K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.95K+ 9.67% |
$57.3K - $69.3K
|
22.1K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 3.91% |
$49.4K - $59.8K
|
44.7K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 7.47% |
$46.4K - $56.3K
|
22.8K
$860K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.57K+ 2.36% |
$45.9K - $55.7K
|
67.7K
$2.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.54K+ 15.68% |
$45.1K - $54.7K
|
11.3K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.44K+ 3.67% |
$42.2K - $51.1K
|
40.6K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.33K+ 7.28% |
$39.1K - $47.3K
|
19.6K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.33KNew |
$39K - $47.2K
|
1.33K
$50.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.33K+ 0.31% |
$39K - $47.2K
|
430K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 5.27% |
$36.1K - $43.7K
|
24.6K
$928K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 1.68% |
$34.1K - $41.2K
|
70.2K
$2.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 4.15% |
$33.5K - $40.5K
|
28.6K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.09K+ 2.71% |
$31.9K - $38.6K
|
41.2K
$1.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.07K+ 3.07% |
$31.5K - $38.1K
|
36K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
997+ 6.61% |
$29.3K - $35.5K
|
16.1K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
947+ 26.5% |
$27.8K - $33.7K
|
4.52K
$171K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
923+ 2.06% |
$27.1K - $32.8K
|
45.7K
$1.73M
|