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 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-12.3K- 13.29% |
$361K - $437K
|
80.2K
$3.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 6.82% |
$370K - $448K
|
172K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.8K- 2.61% |
$377K - $457K
|
479K
$18.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.4K- 13.6% |
$395K - $478K
|
85.4K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-14K- 19.59% |
$412K - $499K
|
57.6K
$2.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.7K- 4.67% |
$432K - $523K
|
300K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16.6K- 1.39% |
$488K - $591K
|
1.18M
$44.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.3K- 19.34% |
$507K - $615K
|
72.1K
$2.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18.9K- 3.83% |
$554K - $671K
|
474K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 9.21% |
$609K - $737K
|
204K
$7.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-25.1K- 5.06% |
$736K - $891K
|
470K
$17.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-28.5K- 74.19% |
$837K - $1.01M
|
9.92K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-35.7K- 19.02% |
$1.05M - $1.27M
|
152K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38.2K- 2.63% |
$1.12M - $1.36M
|
1.41M
$53.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-41.7K- 16.38% |
$1.23M - $1.48M
|
213K
$8.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 26.64% |
$1.33M - $1.62M
|
125K
$4.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-47.3K- 36.23% |
$1.39M - $1.68M
|
83.3K
$3.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50.1K- 6.43% |
$1.47M - $1.78M
|
730K
$27.6M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-59.4K- 7.79% |
$1.74M - $2.11M
|
704K
$26.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65K- 2.7% |
$1.91M - $2.31M
|
2.34M
$88.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-74.7K- 6.59% |
$2.19M - $2.66M
|
1.06M
$40M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74.7K- 6.59% |
$2.19M - $2.66M
|
1.06M
$40M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-76.5K- 76.07% |
$2.24M - $2.72M
|
24.1K
$908K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 3.29% |
$2.3M - $2.78M
|
2.31M
$87.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-82.8K- 65.23% |
$2.43M - $2.95M
|
44.2K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-98.2K- 90.74% |
$2.88M - $3.49M
|
10K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-106K- 9.55% |
$3.13M - $3.78M
|
1.01M
$38.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-110K- 10.72% |
$3.23M - $3.92M
|
917K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110K- 12.2% |
$3.24M - $3.93M
|
795K
$30M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-149K- 11.0% |
$4.38M - $5.31M
|
1.21M
$45.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169K- 43.09% |
$4.97M - $6.02M
|
224K
$8.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 40.6% |
$5.22M - $6.32M
|
260K
$9.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-289K- 65.61% |
$8.5M - $10.3M
|
152K
$5.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-339K- 28.85% |
$9.96M - $12.1M
|
837K
$31.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-431K- 40.4% |
$12.6M - $15.3M
|
635K
$24M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-844K- 97.4% |
$24.8M - $30M
|
22.5K
$851K
|