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 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 2.09% |
$53.8K - $59.1K
|
77.5K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
310+ 1.07% |
$10.1K - $11.1K
|
29.3K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 9.19% |
$49.7K - $54.6K
|
18.1K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.4K- 66.69% |
$1.38M - $1.52M
|
21.2K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.01K+ 5.48% |
$293K - $323K
|
173K
$6.27M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
35.2K+ 3.53% |
$1.15M - $1.26M
|
1.03M
$37.4M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.82KNew |
$287K - $316K
|
8.82K
$319K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
25.9K+ 5.48% |
$844K - $928K
|
499K
$18M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.19K- 2.2% |
$267K - $293K
|
365K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-266- 0.37% |
$8.66K - $9.53K
|
71.6K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.6K+ 22.93% |
$2.4M - $2.64M
|
395K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
11.4K+ 19.07% |
$372K - $409K
|
71.2K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.04K+ 2.08% |
$132K - $145K
|
198K
$7.18M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10K- 46.55% |
$326K - $358K
|
11.5K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-14.5K- 1.24% |
$473K - $520K
|
1.16M
$41.9M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55.5K+ 9.19% |
$1.81M - $1.99M
|
660K
$23.9M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
588+ 4.96% |
$19.2K - $21.1K
|
12.5K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
32+ 0.24% |
$1.04K - $1.15K
|
13.2K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.19K- 2.2% |
$267K - $293K
|
365K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8KNew |
$516K - $567K
|
15.8K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5K+ 1127.48% |
$81.5K - $89.7K
|
2.73K
$98.5K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
171K+ 250.31% |
$5.58M - $6.13M
|
240K
$8.66M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.5K- 27.91% |
$440K - $484K
|
34.9K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.78K- 2.35% |
$90.4K - $99.4K
|
116K
$4.18M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
703+ 5.14% |
$22.9K - $25.2K
|
14.4K
$520K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-43- 1.83% |
$1.4K - $1.54K
|
2.31K
$83.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 17.13% |
$2.61K - $2.87K
|
547
$19.8K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 0.19% |
$489 - $537
|
7.8K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.15K+ 7.98% |
$200K - $220K
|
83.3K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
69+ 4.92% |
$2.25K - $2.47K
|
1.47K
$53.2K
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
150KNew |
$4.9M - $5.39M
|
150K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.36K+ 9.36% |
$207K - $228K
|
74.3K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29New |
$945 - $1.04K
|
29
$1.05K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
139K+ 24.08% |
$4.52M - $4.97M
|
715K
$25.9M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
14.3K+ 2.68% |
$467K - $514K
|
550K
$19.9M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 26.88% |
$888K - $976K
|
129K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
63.3K+ 0.92% |
$2.06M - $2.27M
|
6.94M
$251M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.41K+ 6.63% |
$78.5K - $86.4K
|
38.8K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.08K- 0.39% |
$166K - $182K
|
1.29M
$46.5M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$2.05K - $2.26K
|
63
$2.28K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 37.13% |
$382K - $420K
|
43.3K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
57.4K+ 8.8% |
$1.87M - $2.06M
|
710K
$25.7M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 0.25% |
$782 - $860
|
9.81K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.25% |
$97.7 - $107
|
1.18K
$42.7K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.6K+ 3.96% |
$541K - $595K
|
436K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 0.28% |
$749 - $824
|
8.14K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.33K- 0.44% |
$75.8K - $83.4K
|
530K
$19.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.42K+ 83.9% |
$177K - $194K
|
11.9K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.1KNew |
$2.74M - $3.01M
|
84.1K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
18.8K+ 67.94% |
$611K - $672K
|
46.3K
$1.68M
|