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 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7.45K- 0.97% |
$243K - $267K
|
763K
$27.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
107K+ 5.06% |
$3.49M - $3.84M
|
2.23M
$80.5M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.35K- 1.27% |
$207K - $228K
|
493K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
118K+ 12.65% |
$3.83M - $4.22M
|
1.05M
$37.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
460+ 53.55% |
$15K - $16.5K
|
1.32K
$47.7K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10.2K+ 28.61% |
$332K - $365K
|
45.8K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
227KNew |
$7.39M - $8.13M
|
227K
$8.21M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
184K+ 30.89% |
$6.01M - $6.61M
|
782K
$28.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 0.58% |
$93.9K - $103K
|
492K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.1K- 72.72% |
$556K - $611K
|
6.4K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 1.18% |
$658K - $724K
|
1.73M
$62.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 6.94% |
$3.65M - $4.01M
|
1.73M
$62.4M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 11.8% |
$46.2K - $50.8K
|
13.4K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
11.2KNew |
$365K - $402K
|
11.2K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
653+ 2.85% |
$21.3K - $23.4K
|
23.6K
$852K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282K- 17.2% |
$9.19M - $10.1M
|
1.36M
$49.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.8K+ 16.7% |
$1.72M - $1.89M
|
369K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
10.3K+ 17.69% |
$334K - $368K
|
68.3K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.7K+ 99.18% |
$967K - $1.06M
|
59.6K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
55New |
$1.79K - $1.97K
|
55
$1.99K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 13.34% |
$368K - $405K
|
73.4K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66K+ 18.68% |
$184K - $203K
|
36K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.44K- 0.72% |
$112K - $123K
|
473K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.76K- 1.13% |
$155K - $171K
|
419K
$15.1M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.69K- 2.56% |
$218K - $240K
|
255K
$9.21M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 1.22% |
$962K - $1.06M
|
2.38M
$86.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20K+ 5.91% |
$651K - $716K
|
358K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-959- 0.38% |
$31.2K - $34.4K
|
249K
$9.02M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.87K+ 8.3% |
$191K - $210K
|
76.6K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.59M- 67.06% |
$51.7M - $56.9M
|
780K
$28.2M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.6K+ 1.84% |
$1.22M - $1.35M
|
2.08M
$75.3M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.01K - $1.11K
|
31
$1.12K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
335+ 1.23% |
$10.9K - $12K
|
27.5K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 56.2% |
$604K - $664K
|
51.6K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.35K+ 44.76% |
$142K - $156K
|
14.1K
$508K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.87K- 3.86% |
$126K - $139K
|
96.4K
$3.49M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9K+ 2.29% |
$777K - $855K
|
1.07M
$38.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.24KNew |
$301K - $331K
|
9.24K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 0.55% |
$33.3K - $36.6K
|
185K
$6.68M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-23.3K- 99.89% |
$760K - $836K
|
26
$940
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.4KNew |
$370K - $407K
|
11.4K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.5K+ 2.5% |
$797K - $877K
|
1.01M
$36.4M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-1.93K- 12.31% |
$62.8K - $69.1K
|
13.7K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 18.96% |
$418K - $459K
|
80.5K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.24% |
$293 - $322
|
3.78K
$137K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.9K+ 9.12% |
$1.82M - $2M
|
669K
$24.2M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.41KNew |
$274K - $301K
|
8.41K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-27.4K- 11.28% |
$891K - $980K
|
215K
$7.78M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5KNew |
$536K - $590K
|
16.5K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 7.95% |
$362K - $398K
|
129K
$4.65M
|