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 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-310- 1.79% |
$9.1K - $11K
|
17K
$641K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-465- 7.37% |
$13.7K - $16.5K
|
5.84K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-472- 32.07% |
$13.9K - $16.8K
|
1K
$37.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-509- 4.33% |
$14.9K - $18.1K
|
11.3K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-568- 63.53% |
$16.7K - $20.2K
|
326
$12.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-635- 2.03% |
$18.6K - $22.6K
|
30.6K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-712- 4.23% |
$20.9K - $25.3K
|
16.1K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-727- 1.01% |
$21.3K - $25.9K
|
71.4K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-807- 4.46% |
$23.7K - $28.7K
|
17.3K
$653K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-810- 2.81% |
$23.8K - $28.8K
|
28K
$1.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-815- 9.7% |
$23.9K - $29K
|
7.59K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-828- 8.57% |
$24.3K - $29.4K
|
8.83K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.12K- 15.22% |
$32.9K - $39.8K
|
6.24K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.14K- 2.09% |
$33.5K - $40.6K
|
53.3K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.16K- 3.17% |
$34.2K - $41.4K
|
35.6K
$1.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 1.86% |
$36.8K - $44.6K
|
66.3K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.37K- 7.54% |
$40.1K - $48.5K
|
16.7K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.55K- 43.34% |
$45.4K - $55K
|
2.02K
$76.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 2.62% |
$46.3K - $56K
|
58.5K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 0.68% |
$53.5K - $64.8K
|
266K
$10M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.91K- 10.73% |
$56K - $67.8K
|
15.9K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 15.45% |
$60.9K - $73.8K
|
11.4K
$429K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.17K- 1.83% |
$63.6K - $77K
|
116K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.25K- 0.99% |
$66K - $80K
|
226K
$8.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-2.41K- 1.62% |
$70.9K - $85.8K
|
147K
$5.55M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.5K- 91.85% |
$73.5K - $89K
|
222
$8.38K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.74K- 19.45% |
$80.3K - $97.3K
|
11.3K
$428K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.81K- 0.84% |
$82.4K - $99.9K
|
333K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.81K- 36.01% |
$82.5K - $99.9K
|
4.99K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-2.91K- 0.71% |
$85.4K - $103K
|
406K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-3.42K- 6.77% |
$101K - $122K
|
47.1K
$1.78M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-3.65K- 8.42% |
$107K - $130K
|
39.7K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.87K- 4.12% |
$114K - $138K
|
90.2K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4K- 16.99% |
$118K - $142K
|
19.6K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-4.43K- 0.34% |
$130K - $158K
|
1.28M
$48.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.73K- 23.29% |
$139K - $168K
|
15.6K
$588K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-5.06K- 64.81% |
$148K - $180K
|
2.75K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.4K- 45.56% |
$159K - $192K
|
6.45K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.44K- 43.77% |
$160K - $193K
|
6.99K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.74K- 1.08% |
$169K - $204K
|
524K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.79K- 39.13% |
$170K - $206K
|
9K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.96K- 5.91% |
$234K - $283K
|
127K
$4.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.02K- 4.63% |
$236K - $285K
|
165K
$6.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-8.32K- 2.68% |
$244K - $296K
|
302K
$11.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.81K- 6.84% |
$259K - $313K
|
120K
$4.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.35K- 12.75% |
$275K - $333K
|
64K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.53K- 6.64% |
$280K - $339K
|
134K
$5.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-10.9K- 2.18% |
$319K - $386K
|
488K
$18.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-11.2K- 2.61% |
$328K - $398K
|
418K
$15.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-11.3K- 4.06% |
$332K - $402K
|
268K
$10.1M
|