Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DUHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
64.8K+ 5.44% |
$2.18M - $2.31M
|
1.26M
$43M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16K+ 12.79% |
$308K - $327K
|
80.7K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.2K- 0.78% |
$309K - $328K
|
1.17M
$39.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 2.69% |
$31.1K - $33K
|
33.5K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
223+ 2.85% |
$7.5K - $7.96K
|
8.06K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.8KNew |
$3.02M - $3.21M
|
89.8K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.13K+ 15.8% |
$307K - $326K
|
66.9K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
120K+ 26.24% |
$4.03M - $4.28M
|
576K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$115K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
172K+ 2037.09% |
$5.8M - $6.15M
|
181K
$6.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.7K+ 8.86% |
$866K - $919K
|
316K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
833K+ 18.0% |
$28M - $29.7M
|
5.46M
$187M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$40.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.59K- 19.49% |
$322K - $342K
|
39.6K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12.3K+ 1.36% |
$415K - $441K
|
920K
$31.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$11.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.37K- 3.21% |
$45.9K - $48.7K
|
41.1K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221K- 23.06% |
$7.43M - $7.89M
|
738K
$25.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78.6K+ 9.17% |
$2.64M - $2.81M
|
936K
$32M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-428- 2.12% |
$14.4K - $15.3K
|
19.7K
$676K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42.5K+ 21.26% |
$1.43M - $1.52M
|
243K
$8.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.77K+ 26.81% |
$295K - $313K
|
41.5K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 2.63% |
$309K - $328K
|
358K
$12.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
279+ 0.26% |
$9.38K - $9.96K
|
108K
$3.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
477K+ 868.94% |
$16M - $17M
|
532K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635New |
$21.3K - $22.7K
|
635
$21.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
135K+ 8.63% |
$4.53M - $4.81M
|
1.7M
$58M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-239K- 25.5% |
$8.03M - $8.52M
|
698K
$23.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.33K+ 23.61% |
$44.8K - $47.6K
|
6.98K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
39.8K+ 19.91% |
$1.34M - $1.42M
|
239K
$8.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$41.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.79K+ 11.94% |
$195K - $207K
|
54.3K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.37K+ 9.7% |
$45.9K - $48.8K
|
15.4K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.09% |
$49.4K - $52.5K
|
133K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
379K+ 39688.38% |
$12.7M - $13.5M
|
380K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-816- 7.17% |
$27.4K - $29.1K
|
10.6K
$362K
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-44.2K- 17.79% |
$1.49M - $1.58M
|
204K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.94K+ 2.49% |
$166K - $176K
|
203K
$6.95M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
196K+ 8.24% |
$6.58M - $6.98M
|
2.57M
$88M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 0.06% |
$49.5K - $52.5K
|
2.57M
$88M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-207K- 83.75% |
$6.95M - $7.38M
|
40.1K
$1.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$412K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 33.67% |
$30.3K - $32.1K
|
3.57K
$122K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$413K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33.8K+ 49.08% |
$1.14M - $1.21M
|
103K
$3.51M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.27K+ 3.06% |
$285K - $316K
|
312K
$10.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
191K+ 18.0% |
$5.89M - $6.52M
|
1.26M
$43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.94K+ 2.83% |
$59.7K - $66.1K
|
70.4K
$2.41M
|
|