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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 2.62% |
$46.3K - $56K
|
58.5K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
30+ 0.11% |
$881 - $1.07K
|
27K
$978K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 3.91% |
$49.4K - $59.8K
|
44.7K
$1.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
435KNew |
$12.8M - $15.5M
|
435K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.9KNew |
$438K - $530K
|
14.9K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.9K+ 90.87% |
$2.2M - $2.66M
|
157K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-20- 0.15% |
$587 - $711
|
13.4K
$483K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-154- 2.38% |
$4.52K - $5.48K
|
6.31K
$228K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.23K+ 2.63% |
$242K - $293K
|
321K
$11.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.21K+ 18.66% |
$182K - $221K
|
39.5K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
105+ 0.05% |
$3.08K - $3.73K
|
200K
$7.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.32K+ 8.37% |
$68.2K - $82.6K
|
30.1K
$1.09M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
224K+ 57.25% |
$6.56M - $7.95M
|
614K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-25.1K- 5.06% |
$736K - $891K
|
470K
$17M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.7K+ 114.16% |
$314K - $380K
|
20.1K
$725K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.47KNew |
$190K - $230K
|
6.47K
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.7K+ 10.4% |
$79.2K - $96K
|
28.7K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.33K+ 7.28% |
$39.1K - $47.3K
|
19.6K
$709K
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
167KNew |
$4.9M - $5.93M
|
167K
$6.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
744New |
$21.8K - $26.5K
|
744
$26.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.6K+ 1.57% |
$489K - $592K
|
1.08M
$39M
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.33K+ 13.91% |
$68.5K - $82.9K
|
19.1K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
636K+ 867.42% |
$18.7M - $22.6M
|
709K
$25.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-82- 0.11% |
$2.41K - $2.92K
|
73.3K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
124+ 0.26% |
$3.64K - $4.41K
|
47.7K
$1.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.2K+ 4.49% |
$739K - $895K
|
586K
$21.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.33K+ 61.87% |
$274K - $332K
|
24.4K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.44K+ 30.79% |
$189K - $229K
|
27.4K
$990K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
236K+ 3.85% |
$6.94M - $8.4M
|
6.37M
$230M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
71+ 0.23% |
$2.08K - $2.52K
|
31.2K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.23K+ 12.38% |
$242K - $293K
|
74.7K
$2.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.29K+ 0.43% |
$67.3K - $81.5K
|
537K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-28.5K- 74.19% |
$837K - $1.01M
|
9.92K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
47+ 0.33% |
$1.38K - $1.67K
|
14.5K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.78K+ 2.26% |
$140K - $170K
|
217K
$7.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.17K+ 20.39% |
$63.8K - $77.3K
|
12.8K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-290- 0.91% |
$8.51K - $10.3K
|
31.4K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
13.4K+ 4.42% |
$394K - $478K
|
317K
$11.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
866KNew |
$25.4M - $30.8M
|
866K
$31.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-8.32K- 2.68% |
$244K - $296K
|
302K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
700+ 2.06% |
$20.6K - $24.9K
|
34.7K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
19.8K+ 13.49% |
$581K - $704K
|
167K
$6.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 51.23% |
$117K - $142K
|
11.8K
$426K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.32KNew |
$186K - $225K
|
6.32K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
980K+ 109.5% |
$28.8M - $34.8M
|
1.87M
$67.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.45KNew |
$219K - $265K
|
7.45K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10.9K+ 0.89% |
$320K - $387K
|
1.23M
$44.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.7KNew |
$167K - $203K
|
5.7K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.53KNew |
$280K - $339K
|
9.53K
$345K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.25K+ 15.86% |
$183K - $222K
|
45.6K
$1.65M
|