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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$43.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635New |
$21.3K - $22.7K
|
635
$23K
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$436K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36- 0.02% |
$1.11K - $1.23K
|
194K
$7.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
161K+ 1235.38% |
$4.94M - $5.47M
|
174K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-2.3K- 4.73% |
$70.8K - $78.5K
|
46.4K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.7KNew |
$330K - $366K
|
10.7K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
20.2KNew |
$620K - $687K
|
20.2K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
113New |
$3.47K - $3.85K
|
113
$4.09K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.6K+ 67.45% |
$264K - $293K
|
21.4K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 3.13% |
$2K - $2.21K
|
2.01K
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18KNew |
$159K - $176K
|
5.18K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.6K- 74.44% |
$1.22M - $1.35M
|
13.6K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.89KNew |
$181K - $201K
|
5.89K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806New |
$24.8K - $27.5K
|
806
$29.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 22.93% |
$77.3K - $85.7K
|
13.5K
$487K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
395New |
$12.1K - $13.5K
|
395
$14.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.92K+ 33.96% |
$182K - $202K
|
23.4K
$845K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 0.98% |
$2.06K - $2.28K
|
6.93K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79New |
$2.43K - $2.69K
|
79
$2.86K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.92KNew |
$213K - $236K
|
6.92K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-65.6K- 23.24% |
$2.02M - $2.24M
|
217K
$7.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 6.61% |
$2.2M - $2.44M
|
1.15M
$41.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 35.29% |
$3.4M - $3.77M
|
424K
$15.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.53K- 9.42% |
$47.2K - $52.3K
|
14.8K
$534K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-968- 4.32% |
$29.8K - $33K
|
21.5K
$776K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
257New |
$7.9K - $8.76K
|
257
$9.29K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46K+ 13.69% |
$137K - $152K
|
37.1K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.37KNew |
$196K - $217K
|
6.37K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$692K - $767K
|
22.5K
$814K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45New |
$1.34K - $1.46K
|
45
$1.63K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$546K - $595K
|
18.4K
$664K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.64K- 93.29% |
$138K - $150K
|
334
$12.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.6KNew |
$435K - $474K
|
14.6K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.19K- 17.32% |
$65.1K - $71K
|
10.5K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.01KNew |
$30.1K - $32.8K
|
1.01K
$36.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 498.21% |
$7.4M - $8.07M
|
299K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.57KNew |
$46.7K - $50.9K
|
1.57K
$56.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-689- 3.61% |
$20.5K - $22.3K
|
18.4K
$664K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
182New |
$5.41K - $5.9K
|
182
$6.58K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
239K+ 12.83% |
$7.1M - $7.74M
|
2.1M
$75.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.85KNew |
$204K - $222K
|
6.85K
$248K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.21K- 77.91% |
$36.1K - $39.3K
|
344
$12.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
580New |
$17.2K - $18.8K
|
580
$21K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.59KNew |
$107K - $116K
|
3.59K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$6.3K - $6.87K
|
212
$7.67K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
28K+ 39.79% |
$832K - $907K
|
98.4K
$3.56M
|
|