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 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
8.82K+ 20.45% |
$259K - $314K
|
52K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.55K+ 4.25% |
$74.8K - $90.6K
|
62.6K
$2.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
297KNew |
$8.73M - $10.6M
|
297K
$10.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.76KNew |
$228K - $276K
|
7.76K
$281K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-465- 7.37% |
$13.7K - $16.5K
|
5.84K
$211K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.09K+ 2.71% |
$31.9K - $38.6K
|
41.2K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 1.68% |
$34.1K - $41.2K
|
70.2K
$2.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 9.58% |
$514K - $623K
|
200K
$7.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.12K- 15.22% |
$32.9K - $39.8K
|
6.24K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
102K+ 46.62% |
$3M - $3.64M
|
322K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-339K- 28.85% |
$9.96M - $12.1M
|
837K
$30.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-47.3K- 36.23% |
$1.39M - $1.68M
|
83.3K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
32+ 0.28% |
$940 - $1.14K
|
11.4K
$412K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
116K+ 4.23% |
$3.42M - $4.14M
|
2.87M
$104M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
829KNew |
$24.3M - $29.5M
|
829K
$30M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
7.19K+ 2.81% |
$211K - $256K
|
263K
$9.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18.9K- 3.83% |
$554K - $671K
|
474K
$17.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
8.7K+ 2.22% |
$255K - $309K
|
401K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
997+ 6.61% |
$29.3K - $35.5K
|
16.1K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
119K+ 9.01% |
$3.49M - $4.23M
|
1.44M
$52M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.99K+ 31.47% |
$58.5K - $70.8K
|
8.32K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-844K- 97.4% |
$24.8M - $30M
|
22.5K
$815K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.92K+ 3.97% |
$115K - $139K
|
103K
$3.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16.6K- 1.39% |
$488K - $591K
|
1.18M
$42.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
67K+ 2.59% |
$1.97M - $2.38M
|
2.65M
$95.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.9K+ 3.06% |
$320K - $387K
|
367K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.53K- 6.64% |
$280K - $339K
|
134K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.4K- 45.56% |
$159K - $192K
|
6.45K
$233K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-35.7K- 19.02% |
$1.05M - $1.27M
|
152K
$5.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
473K+ 33.07% |
$13.9M - $16.8M
|
1.9M
$68.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.4KNew |
$335K - $406K
|
11.4K
$413K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
32+ 16.16% |
$940 - $1.14K
|
230
$8.32K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.33K+ 0.31% |
$39K - $47.2K
|
430K
$15.6M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.17K- 1.83% |
$63.6K - $77K
|
116K
$4.21M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.41K+ 4.24% |
$276K - $335K
|
232K
$8.37M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
185KNew |
$6.02M - $6.62M
|
185K
$6.68M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.5K+ 1145.79% |
$1.61M - $1.77M
|
53.8K
$1.95M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 14.53% |
$38.3K - $42.1K
|
6.92K
$250K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
529KNew |
$17.2M - $19M
|
529K
$19.1M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-684- 1.24% |
$22.3K - $24.5K
|
54.5K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.67K+ 0.56% |
$86.8K - $95.5K
|
478K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 1.26% |
$367K - $404K
|
906K
$32.7M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-291K- 69.65% |
$9.49M - $10.4M
|
127K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-94.8K- 7.6% |
$3.09M - $3.4M
|
1.15M
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.5K- 3.49% |
$1.16M - $1.27M
|
981K
$35.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.9K- 11.83% |
$745K - $819K
|
170K
$6.16M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-164K- 6.39% |
$5.35M - $5.89M
|
2.41M
$87M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8K+ 51.35% |
$613K - $674K
|
55.4K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.61K- 0.23% |
$118K - $129K
|
1.58M
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.7K+ 32.56% |
$577K - $634K
|
72.1K
$2.61M
|
|