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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12.1K+ 8.6% |
$356K - $431K
|
153K
$5.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-106K- 9.55% |
$3.13M - $3.78M
|
1.01M
$38.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
5.79K+ 6.95% |
$170K - $206K
|
89.1K
$3.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
21.3KNew |
$625K - $757K
|
21.3K
$808K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 1.86% |
$36.8K - $44.6K
|
66.3K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
104K+ 12.88% |
$3.05M - $3.69M
|
909K
$34.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
183K+ 21.56% |
$5.37M - $6.5M
|
1.03M
$39.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Retirement Solution Inc.
|
BUY
|
- |
10.9K+ 0.85% |
$319K - $386K
|
1.29M
$48.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.05KNew |
$178K - $215K
|
6.05K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.7K+ 7.96% |
$1.11M - $1.34M
|
511K
$19.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.81K- 6.84% |
$259K - $313K
|
120K
$4.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17M+ 112.08% |
$34.5M - $41.8M
|
2.22M
$84.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
96.6K+ 14.64% |
$2.84M - $3.44M
|
757K
$28.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-41.7K- 16.38% |
$1.23M - $1.48M
|
213K
$8.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8.9K+ 12.62% |
$261K - $316K
|
79.4K
$3.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
154K+ 6.94% |
$4.53M - $5.49M
|
2.38M
$90.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.73K- 23.29% |
$139K - $168K
|
15.6K
$591K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
50.5K+ 7.06% |
$1.48M - $1.8M
|
766K
$29.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
13.2K+ 17.29% |
$389K - $471K
|
89.8K
$3.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.97K+ 3.03% |
$117K - $141K
|
135K
$5.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
8.19K+ 11.99% |
$240K - $291K
|
76.5K
$2.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433New |
$12.7K - $15.4K
|
433
$16.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.92KNew |
$174K - $210K
|
5.92K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.5K- 91.85% |
$73.5K - $89K
|
222
$8.42K
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8.38K+ 2.0% |
$246K - $298K
|
427K
$16.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
30.7K+ 8.43% |
$902K - $1.09M
|
395K
$15M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.74K- 19.45% |
$80.3K - $97.3K
|
11.3K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
13.6K+ 8.21% |
$399K - $484K
|
179K
$6.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.5K+ 1.99% |
$309K - $374K
|
540K
$20.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15.1K+ 3.07% |
$444K - $537K
|
508K
$19.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
559+ 2.43% |
$16.4K - $19.9K
|
23.6K
$894K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
8.94KNew |
$262K - $318K
|
8.94K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-12- 0.12% |
$352 - $427
|
9.8K
$372K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.95K+ 8.76% |
$233K - $283K
|
98.7K
$3.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74.7K- 6.59% |
$2.19M - $2.66M
|
1.06M
$40.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.9K+ 24.37% |
$583K - $706K
|
101K
$3.84M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
196K+ 9.43% |
$5.74M - $6.95M
|
2.27M
$86.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
21.4K+ 82292.31% |
$628K - $761K
|
21.4K
$813K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51M+ 4.3% |
$44.3M - $53.6M
|
36.5M
$1.39B
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1.91K- 10.73% |
$56K - $67.8K
|
15.9K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
232K+ 17.08% |
$6.8M - $8.24M
|
1.59M
$60.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
441K+ 38.22% |
$12.9M - $15.7M
|
1.59M
$60.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
25.2K+ 5.23% |
$740K - $896K
|
507K
$19.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
492+ 0.58% |
$14.4K - $17.5K
|
85.4K
$3.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46.8KNew |
$1.37M - $1.66M
|
46.8K
$1.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-807- 4.46% |
$23.7K - $28.7K
|
17.3K
$656K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-10.9K- 2.18% |
$319K - $386K
|
488K
$18.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
27.6K+ 2.67% |
$811K - $982K
|
1.06M
$40.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.92K+ 14.63% |
$174K - $211K
|
46.4K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
19.3K+ 27.09% |
$567K - $686K
|
90.5K
$3.44M
|