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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
85.5K+ 11.22% |
$2.78M - $3.06M
|
848K
$30.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 16.98% |
$4.66M - $5.12M
|
986K
$35.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.4K+ 60.41% |
$829K - $911K
|
67.5K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
108K+ 10.49% |
$3.5M - $3.85M
|
1.13M
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.5K- 57.38% |
$114K - $125K
|
2.6K
$94K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.1K+ 21.39% |
$557K - $612K
|
97K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
35.6K+ 12.48% |
$1.16M - $1.27M
|
321K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
28.3K+ 40.19% |
$922K - $1.01M
|
98.8K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
145K+ 29.67% |
$4.73M - $5.2M
|
634K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 9.55% |
$959K - $1.05M
|
279K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2M- 8.37% |
$104M - $115M
|
35M
$1.27B
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.08% |
$97.7 - $107
|
3.57K
$129K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
15.6KNew |
$509K - $559K
|
15.6K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.66KNew |
$315K - $346K
|
9.66K
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
78K+ 485.43% |
$2.54M - $2.79M
|
94K
$3.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.02K+ 1.96% |
$229K - $251K
|
365K
$13.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
9.82K+ 6.3% |
$320K - $352K
|
166K
$5.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$97.7 - $107
|
17.9K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
29K+ 13.12% |
$945K - $1.04M
|
250K
$9.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-73.6K- 6.19% |
$2.4M - $2.64M
|
1.12M
$40.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.23K- 9.89% |
$72.5K - $79.7K
|
20.3K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
420+ 0.32% |
$13.7K - $15K
|
131K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.3K+ 12.21% |
$499K - $549K
|
141K
$5.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$104K - $114K
|
3.19K
$115K
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-960- 5.12% |
$31.3K - $34.4K
|
17.8K
$643K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
90.8KNew |
$2.96M - $3.25M
|
90.8K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11K+ 4.46% |
$358K - $394K
|
258K
$9.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
197K+ 1352.8% |
$6.43M - $7.07M
|
212K
$7.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.42K+ 1.56% |
$242K - $266K
|
482K
$17.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-27.8K- 3.27% |
$907K - $997K
|
823K
$29.8M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
122KNew |
$3.99M - $4.38M
|
122K
$4.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
19.8KNew |
$644K - $709K
|
19.8K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
14KNew |
$454K - $500K
|
14K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
155K+ 23.8% |
$5.04M - $5.55M
|
805K
$29.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.85% |
$2.96K - $3.26K
|
10.9K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.1K+ 6.0% |
$1.89M - $2.08M
|
1.03M
$37.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.13KNew |
$200K - $219K
|
6.13K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
531+ 6.59% |
$17.3K - $19K
|
8.59K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 22.66% |
$777K - $855K
|
81.5K
$2.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
12.7K+ 47.81% |
$412K - $453K
|
39.1K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
14.2K+ 7.69% |
$462K - $508K
|
199K
$7.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21+ 0.25% |
$684 - $752
|
8.37K
$303K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
258+ 2.24% |
$8.4K - $9.24K
|
11.8K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.44K+ 6.51% |
$210K - $231K
|
105K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24.3K+ 52.65% |
$792K - $871K
|
70.5K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
315KNew |
$10.3M - $11.3M
|
315K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
807+ 4.67% |
$26.3K - $28.9K
|
18.1K
$655K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
49.2K+ 3.06% |
$1.6M - $1.76M
|
1.66M
$60M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
117K+ 144.47% |
$3.8M - $4.18M
|
197K
$7.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141K+ 2.04% |
$4.6M - $5.06M
|
7.05M
$255M
|