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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
11.7K+ 5.14% |
$343K - $415K
|
239K
$8.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 26.64% |
$1.33M - $1.62M
|
125K
$4.61M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.4K+ 0.85% |
$717K - $868K
|
2.9M
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.99K+ 6.44% |
$146K - $177K
|
82.4K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.2K+ 2.77% |
$388K - $470K
|
491K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.08KNew |
$208K - $252K
|
7.08K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.8K- 2.61% |
$377K - $457K
|
479K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
25+ 0.32% |
$734 - $889
|
7.73K
$285K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589New |
$17.3K - $20.9K
|
589
$21.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
107K+ 30.58% |
$3.15M - $3.81M
|
458K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
514KNew |
$15.1M - $18.3M
|
514K
$18.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38.2K- 2.63% |
$1.12M - $1.36M
|
1.41M
$52.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
25.9K+ 157.22% |
$760K - $920K
|
42.3K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
747+ 2.25% |
$21.9K - $26.6K
|
33.9K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-727- 1.01% |
$21.3K - $25.9K
|
71.4K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
51.3K+ 2.96% |
$1.51M - $1.83M
|
1.78M
$65.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110K- 12.2% |
$3.24M - $3.93M
|
795K
$29.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.96K- 5.91% |
$234K - $283K
|
127K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.8KNew |
$610K - $739K
|
20.8K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
95+ 0.69% |
$2.79K - $3.38K
|
13.8K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.95K+ 9.67% |
$57.3K - $69.3K
|
22.1K
$815K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 12.22% |
$3.52M - $4.26M
|
1.1M
$40.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-12.3K- 13.29% |
$361K - $437K
|
80.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
29.7KNew |
$872K - $1.06M
|
29.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.35KNew |
$245K - $297K
|
8.35K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-2.91K- 0.71% |
$85.4K - $103K
|
406K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.33KNew |
$39K - $47.2K
|
1.33K
$49K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 14.99% |
$7.6M - $9.21M
|
1.99M
$73.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.3K+ 9.31% |
$420K - $509K
|
168K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17.7KNew |
$519K - $629K
|
17.7K
$652K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.52K+ 0.37% |
$191K - $232K
|
1.75M
$64.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.81K- 36.01% |
$82.5K - $99.9K
|
4.99K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.49K+ 17.56% |
$132K - $160K
|
30.1K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9K+ 4.22% |
$264K - $320K
|
222K
$8.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65K- 2.7% |
$1.91M - $2.31M
|
2.34M
$86.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 372.54% |
$1.07M - $1.29M
|
46.1K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
66.3K+ 63.89% |
$1.95M - $2.36M
|
170K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.06M+ 5.41% |
$60.5M - $73.2M
|
40.1M
$1.48B
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
51.6K+ 3.48% |
$1.52M - $1.84M
|
1.54M
$56.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
215K+ 388.17% |
$6.32M - $7.65M
|
271K
$9.98M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.79K- 39.13% |
$170K - $206K
|
9K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
152K+ 12.41% |
$4.46M - $5.4M
|
1.37M
$50.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 43.48% |
$4.6M - $5.57M
|
517K
$19.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.35K- 12.75% |
$275K - $333K
|
64K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-828- 8.57% |
$24.3K - $29.4K
|
8.83K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 5.27% |
$36.1K - $43.7K
|
24.6K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-4.43K- 0.34% |
$130K - $158K
|
1.28M
$47.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
41.6K+ 21.31% |
$1.22M - $1.48M
|
237K
$8.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
476+ 1.31% |
$14K - $16.9K
|
36.9K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671K+ 1302.06% |
$19.7M - $23.9M
|
723K
$26.6M
|