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 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
810+ 3.47% |
$23.8K - $28.8K
|
24.2K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
747+ 2.25% |
$21.9K - $26.6K
|
33.9K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
744New |
$21.8K - $26.5K
|
744
$28.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
700+ 2.06% |
$20.6K - $24.9K
|
34.7K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
684+ 4.76% |
$20.1K - $24.3K
|
15.1K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
665+ 7.04% |
$19.5K - $23.6K
|
10.1K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
626+ 0.49% |
$18.4K - $22.3K
|
129K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589New |
$17.3K - $20.9K
|
589
$22.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
559+ 2.43% |
$16.4K - $19.9K
|
23.6K
$890K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
550+ 110.0% |
$16.1K - $19.6K
|
1.05K
$39.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$14.5K - $17.5K
|
493
$18.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
492+ 0.58% |
$14.4K - $17.5K
|
85.4K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
476+ 1.31% |
$14K - $16.9K
|
36.9K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433New |
$12.7K - $15.4K
|
433
$16.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
361+ 5.22% |
$10.6K - $12.8K
|
7.28K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 286.36% |
$9.25K - $11.2K
|
425
$16K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
255+ 1.03% |
$7.49K - $9.07K
|
24.9K
$941K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$5.87K - $7.11K
|
200
$7.55K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
190+ 0.41% |
$5.58K - $6.76K
|
46.6K
$1.76M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
134New |
$3.93K - $4.77K
|
134
$5.06K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
134+ 0.03% |
$3.93K - $4.77K
|
444K
$16.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
124+ 0.26% |
$3.64K - $4.41K
|
47.7K
$1.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
105+ 0.05% |
$3.08K - $3.73K
|
200K
$7.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
105+ 0.67% |
$3.08K - $3.73K
|
15.7K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
95+ 0.69% |
$2.79K - $3.38K
|
13.8K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
71+ 0.23% |
$2.08K - $2.52K
|
31.2K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
47+ 0.33% |
$1.38K - $1.67K
|
14.5K
$546K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
44+ 0.33% |
$1.29K - $1.56K
|
13.2K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
34+ 0.33% |
$998 - $1.21K
|
10.2K
$386K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
32+ 16.16% |
$940 - $1.14K
|
230
$8.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
32+ 0.28% |
$940 - $1.14K
|
11.4K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
30+ 0.11% |
$881 - $1.07K
|
27K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.33% |
$822 - $996
|
8.4K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
25+ 0.32% |
$734 - $889
|
7.73K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12+ 0.32% |
$352 - $427
|
3.79K
$143K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4+ 0.34% |
$117 - $142
|
1.19K
$44.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$88.1 - $107
|
17.9K
$675K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2+ 0.0% |
$58.7 - $71.1
|
2.9M
$109M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$58.7 - $71.1
|
15.8K
$598K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-12- 0.12% |
$352 - $427
|
9.8K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-20- 0.15% |
$587 - $711
|
13.4K
$504K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-30- 0.29% |
$881 - $1.07K
|
10.4K
$394K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-43- 0.03% |
$1.26K - $1.53K
|
156K
$5.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-82- 0.11% |
$2.41K - $2.92K
|
73.3K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-121- 0.17% |
$3.55K - $4.3K
|
69.1K
$2.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-154- 2.38% |
$4.52K - $5.48K
|
6.31K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-158- 0.11% |
$4.64K - $5.62K
|
150K
$5.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-266- 3.73% |
$7.81K - $9.46K
|
6.87K
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-290- 0.91% |
$8.51K - $10.3K
|
31.4K
$1.19M
|