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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
44.5K+ 11.59% |
$1.45M - $1.6M
|
429K
$15.5M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
31+ 0.44% |
$1.01K - $1.11K
|
7.14K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.06K+ 1.16% |
$34.5K - $37.9K
|
92.5K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 22.79% |
$112K - $124K
|
18.6K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.36K- 3.94% |
$44.3K - $48.7K
|
33.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.6K- 2.28% |
$84.6K - $93K
|
111K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
98.6K+ 16.73% |
$3.21M - $3.53M
|
688K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13K+ 232.34% |
$422K - $464K
|
18.5K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.91K+ 20.59% |
$225K - $248K
|
40.5K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.96K+ 4.64% |
$129K - $142K
|
89.4K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.8K+ 99.7% |
$416K - $457K
|
25.6K
$925K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$481K - $530K
|
14.8K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
371K+ 21.75% |
$12.1M - $13.3M
|
2.07M
$75M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.7KNew |
$708K - $778K
|
21.7K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.37M+ 6.65% |
$77.3M - $85M
|
38.1M
$1.38B
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
38.1K+ 58.19% |
$1.24M - $1.37M
|
104K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
120K+ 8.82% |
$3.92M - $4.31M
|
1.48M
$53.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 6.54% |
$821K - $902K
|
360K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
613K+ 100.36% |
$19.9M - $21.9M
|
1.22M
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.01% |
$489 - $537
|
213K
$7.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
25.2K+ 8.25% |
$822K - $904K
|
331K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.97K+ 0.27% |
$129K - $142K
|
1.45M
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.09% |
$293 - $322
|
9.76K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.15K- 33.84% |
$135K - $149K
|
8.11K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.3K- 13.01% |
$759K - $835K
|
156K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
122K+ 4.44% |
$3.98M - $4.38M
|
2.88M
$104M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 45.52% |
$402K - $442K
|
14.8K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$761K - $836K
|
23.4K
$844K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 14.03% |
$817K - $898K
|
154K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.8KNew |
$1.04M - $1.14M
|
31.8K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.51K+ 36.53% |
$81.7K - $89.8K
|
9.37K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
213KNew |
$6.95M - $7.64M
|
213K
$7.72M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-661- 6.54% |
$21.5K - $23.7K
|
9.45K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4K+ 4.04% |
$130K - $143K
|
103K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.75K- 0.28% |
$122K - $134K
|
1.36M
$49M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31.2KNew |
$1.02M - $1.12M
|
31.2K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46.7K- 2.61% |
$1.52M - $1.67M
|
1.74M
$63M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.89K- 0.46% |
$61.6K - $67.7K
|
409K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.7K+ 4.31% |
$608K - $669K
|
452K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-328- 0.47% |
$10.7K - $11.7K
|
69.2K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.52K- 18.07% |
$82.2K - $90.4K
|
11.4K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.6K+ 248.84% |
$638K - $701K
|
27.4K
$992K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.2K+ 76.22% |
$1.9M - $2.09M
|
135K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 23.78% |
$48.8K - $53.7K
|
7.8K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.3K+ 9.88% |
$530K - $583K
|
181K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.52K+ 46.52% |
$212K - $234K
|
20.5K
$743K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.84K- 0.6% |
$92.6K - $102K
|
469K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
82.8K+ 10.45% |
$2.7M - $2.96M
|
875K
$31.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 11.17% |
$640K - $703K
|
195K
$7.07M
|