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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
120K+ 1.78% |
$4.05M - $4.3M
|
6.87M
$242M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
306KNew |
$10.3M - $10.9M
|
306K
$10.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7K+ 3.27% |
$461K - $490K
|
433K
$15.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
584+ 0.64% |
$19.6K - $20.8K
|
91.5K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
109K+ 22.66% |
$3.66M - $3.88M
|
589K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.35KNew |
$79K - $83.9K
|
2.35K
$82.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29.6K+ 82.5% |
$996K - $1.06M
|
65.6K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
283+ 1.74% |
$9.51K - $10.1K
|
16.6K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 0.71% |
$190K - $202K
|
792K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
159+ 0.04% |
$5.35K - $5.67K
|
385K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.5K+ 52.65% |
$990K - $1.05M
|
85.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.4K- 2.15% |
$1.32M - $1.4M
|
1.79M
$63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.8K- 1.65% |
$968K - $1.03M
|
1.71M
$60.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351K+ 281.91% |
$11.8M - $12.5M
|
475K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.8K- 3.56% |
$463K - $492K
|
373K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.68K+ 11.67% |
$191K - $203K
|
54.4K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.57K- 4.35% |
$52.7K - $56K
|
34.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
807+ 0.77% |
$27.1K - $28.8K
|
105K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
730+ 5.07% |
$24.5K - $26.1K
|
15.1K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
294+ 0.14% |
$9.88K - $10.5K
|
213K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
122New |
$4.1K - $4.35K
|
122
$4.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 19.65% |
$5.61M - $5.96M
|
1.02M
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
31.8K+ 2.25% |
$1.07M - $1.13M
|
1.45M
$51M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-221- 0.03% |
$7.43K - $7.89K
|
771K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
547K+ 78.11% |
$18.4M - $19.5M
|
1.25M
$44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.71K+ 40.73% |
$125K - $132K
|
12.8K
$451K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2K+ 52.26% |
$511K - $542K
|
44.3K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-42.2K- 9.15% |
$1.42M - $1.5M
|
418K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-498K- 23.9% |
$16.7M - $17.8M
|
1.59M
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
29+ 0.3% |
$975 - $1.04K
|
9.78K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.7KNew |
$527K - $559K
|
15.7K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
156KNew |
$5.24M - $5.56M
|
156K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
342K+ 25.12% |
$11.5M - $12.2M
|
1.7M
$60M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
32.3K+ 8.33% |
$1.08M - $1.15M
|
420K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.14M- 5.65% |
$71.8M - $76.3M
|
35.7M
$1.26B
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-134- 1.31% |
$4.51K - $4.78K
|
10.1K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
74.5K+ 27.01% |
$2.51M - $2.66M
|
350K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.39K+ 20.68% |
$80.5K - $85.4K
|
14K
$492K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.33KNew |
$213K - $226K
|
6.33K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
192KNew |
$6.47M - $6.86M
|
192K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-351- 1.47% |
$11.8K - $12.5K
|
23.5K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$911K - $967K
|
27.1K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
139KNew |
$4.67M - $4.95M
|
139K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 75.95% |
$2.81M - $2.98M
|
193K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.24K- 81.72% |
$75.1K - $79.8K
|
500
$17.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
615+ 1.68% |
$20.7K - $21.9K
|
37.2K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120K- 9.15% |
$4.02M - $4.27M
|
1.19M
$41.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 18.41% |
$363K - $386K
|
69.5K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 58.85% |
$411K - $436K
|
33K
$1.16M
|