Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
792K+ 38.16% |
$28.3M - $30M
|
2.87M
$108M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
668K+ 77.13% |
$23.9M - $25.3M
|
1.53M
$57.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
562K+ 8.83% |
$20.1M - $21.3M
|
6.93M
$262M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
407K+ 29.3% |
$14.5M - $15.4M
|
1.8M
$67.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
400K+ 21.05% |
$14.3M - $15.2M
|
2.3M
$86.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
376K+ 5.24% |
$13.4M - $14.2M
|
7.54M
$285M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
284KNew |
$10.2M - $10.8M
|
284K
$10.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
218K+ 20.21% |
$7.8M - $8.27M
|
1.3M
$49M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$7.38M - $7.83M
|
206K
$7.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 8.9% |
$6.28M - $6.66M
|
2.15M
$81.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 13.27% |
$5.12M - $5.43M
|
1.22M
$46.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
137K+ 16.54% |
$4.91M - $5.2M
|
966K
$36.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
102K+ 5.44% |
$3.65M - $3.87M
|
1.98M
$74.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
65.1K+ 29.73% |
$2.33M - $2.47M
|
284K
$10.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62.9KNew |
$2.25M - $2.39M
|
62.9K
$2.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59.9K+ 11.17% |
$2.14M - $2.27M
|
597K
$22.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
51.9K+ 6.29% |
$1.85M - $1.97M
|
876K
$33.1M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
45.3K+ 3.15% |
$1.62M - $1.72M
|
1.48M
$56M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
42.5K+ 176.64% |
$1.52M - $1.61M
|
66.5K
$2.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 363.41% |
$1.48M - $1.57M
|
52.9K
$2M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
38.1K+ 13.32% |
$1.36M - $1.45M
|
324K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
36.9K+ 11.33% |
$1.32M - $1.4M
|
363K
$13.7M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36.8KNew |
$1.32M - $1.4M
|
36.8K
$1.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
36.1K+ 11.21% |
$1.29M - $1.37M
|
358K
$13.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
32.9K+ 3.41% |
$1.18M - $1.25M
|
996K
$37.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
30.4KNew |
$1.09M - $1.15M
|
30.4K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
29.5K+ 9.92% |
$1.06M - $1.12M
|
327K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.3K+ 120.05% |
$1.05M - $1.11M
|
53.7K
$2.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26.9K+ 5.38% |
$964K - $1.02M
|
528K
$19.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
22.2KNew |
$795K - $843K
|
22.2K
$839K
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 5.9% |
$767K - $814K
|
385K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
20.9K+ 7.79% |
$747K - $792K
|
289K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.2K+ 6.27% |
$721K - $765K
|
341K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19K+ 37.52% |
$680K - $722K
|
69.7K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 7.8% |
$559K - $593K
|
216K
$8.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5K+ 4.22% |
$554K - $588K
|
383K
$14.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14KNew |
$500K - $530K
|
14K
$528K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.7K+ 3.02% |
$490K - $519K
|
466K
$17.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.4K+ 46.75% |
$479K - $508K
|
42K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 19.03% |
$478K - $507K
|
83.6K
$3.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
13.3K+ 9.96% |
$477K - $506K
|
147K
$5.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.1K+ 4.14% |
$470K - $498K
|
331K
$12.5M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.1K+ 28.07% |
$468K - $497K
|
59.8K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.4K+ 6.23% |
$444K - $470K
|
212K
$7.99M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.7K+ 3.12% |
$420K - $445K
|
387K
$14.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10.8KNew |
$388K - $411K
|
10.8K
$409K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
10.3K+ 3.92% |
$368K - $390K
|
273K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
9.59K+ 13.14% |
$343K - $364K
|
82.5K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.27K+ 3.69% |
$296K - $314K
|
232K
$8.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 1.74% |
$295K - $313K
|
482K
$18.2M
|