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 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
|
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
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 51.23% |
$117K - $142K
|
11.8K
$426K
|
|
|
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
|
|
|
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
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17.3K+ 25.6% |
$508K - $615K
|
84.9K
$3.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 9.21% |
$609K - $737K
|
204K
$7.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
378K+ 37.38% |
$11.1M - $13.4M
|
1.39M
$50.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.5K+ 20.19% |
$983K - $1.19M
|
199K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 40.6% |
$5.22M - $6.32M
|
260K
$9.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
18.6K+ 27.34% |
$547K - $663K
|
86.8K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
63.9K+ 8.41% |
$1.88M - $2.27M
|
825K
$29.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
6.65K+ 1.35% |
$195K - $237K
|
501K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.94KNew |
$263K - $318K
|
8.94K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.25K- 0.99% |
$66K - $80K
|
226K
$8.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.43K+ 11.13% |
$71.2K - $86.2K
|
24.2K
$876K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 286.36% |
$9.25K - $11.2K
|
425
$15.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
26.9K+ 5.86% |
$789K - $955K
|
485K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.44K- 43.77% |
$160K - $193K
|
6.99K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.74K+ 5.61% |
$110K - $133K
|
70.3K
$2.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-712- 4.23% |
$20.9K - $25.3K
|
16.1K
$583K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.21KNew |
$153K - $185K
|
5.21K
$188K
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
185K+ 37.06% |
$5.44M - $6.59M
|
685K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.85KNew |
$83.5K - $101K
|
2.85K
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
37.1K+ 1.85% |
$1.09M - $1.32M
|
2.05M
$74M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-810- 2.81% |
$23.8K - $28.8K
|
28K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
923+ 2.06% |
$27.1K - $32.8K
|
45.7K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
134+ 0.03% |
$3.93K - $4.77K
|
444K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
58.6K+ 6.92% |
$1.72M - $2.09M
|
906K
$32.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
34+ 0.33% |
$998 - $1.21K
|
10.2K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.7K+ 6.91% |
$432K - $523K
|
228K
$8.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-98.2K- 90.74% |
$2.88M - $3.49M
|
10K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.4K- 13.6% |
$395K - $478K
|
85.4K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
43.7K+ 4.76% |
$1.28M - $1.56M
|
963K
$34.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4.29K+ 1.19% |
$126K - $152K
|
364K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
34.2K+ 20.76% |
$1M - $1.22M
|
199K
$7.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169K- 43.09% |
$4.97M - $6.02M
|
224K
$8.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
186K+ 10.39% |
$5.45M - $6.6M
|
1.97M
$71.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16.6KNew |
$487K - $589K
|
16.6K
$599K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.97K+ 10.26% |
$117K - $141K
|
42.7K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
38.5K+ 1.89% |
$1.13M - $1.37M
|
2.08M
$75M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-2.41K- 1.62% |
$70.9K - $85.8K
|
147K
$5.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
8.45K+ 3.34% |
$248K - $300K
|
262K
$9.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
947+ 26.5% |
$27.8K - $33.7K
|
4.52K
$163K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
501KNew |
$14.7M - $17.8M
|
501K
$18.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
100K+ 59.7% |
$2.94M - $3.56M
|
268K
$9.69M
|