Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DUHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$54.3M - $57.6M
|
1.61M
$57.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31M+ 3.55% |
$44.1M - $46.8M
|
38.2M
$1.37B
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
833K+ 18.0% |
$28M - $29.7M
|
5.46M
$196M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
653KNew |
$21.9M - $23.3M
|
653K
$23.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
651KNew |
$21.9M - $23.2M
|
651K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
587K+ 27.1% |
$19.7M - $20.9M
|
2.75M
$98.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
547K+ 78.11% |
$18.4M - $19.5M
|
1.25M
$44.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
527K+ 751.59% |
$17.7M - $18.8M
|
597K
$21.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
523KNew |
$17.6M - $18.7M
|
523K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
477K+ 868.94% |
$16M - $17M
|
532K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
475KNew |
$16M - $16.9M
|
475K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
456KNew |
$15.3M - $16.3M
|
456K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
437KNew |
$14.7M - $15.6M
|
437K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
379K+ 39688.38% |
$12.7M - $13.5M
|
380K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
351K+ 281.91% |
$11.8M - $12.5M
|
475K
$17M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
351K+ 71.26% |
$11.8M - $12.5M
|
843K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
342K+ 25.12% |
$11.5M - $12.2M
|
1.7M
$61M
|
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
306KNew |
$10.3M - $10.9M
|
306K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
287KNew |
$9.63M - $10.2M
|
287K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
250KNew |
$8.4M - $8.91M
|
250K
$8.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
225KNew |
$7.57M - $8.03M
|
225K
$8.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
212K+ 11.57% |
$7.12M - $7.56M
|
2.04M
$73.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
196K+ 8.24% |
$6.58M - $6.98M
|
2.57M
$92.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
192KNew |
$6.47M - $6.86M
|
192K
$6.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
184KNew |
$6.2M - $6.58M
|
184K
$6.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
176KNew |
$5.91M - $6.28M
|
176K
$6.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
172K+ 2037.09% |
$5.8M - $6.15M
|
181K
$6.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
170K+ 2.53% |
$5.72M - $6.08M
|
6.91M
$247M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 19.65% |
$5.61M - $5.96M
|
1.02M
$36.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
167K+ 51.82% |
$5.61M - $5.96M
|
489K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
156KNew |
$5.24M - $5.56M
|
156K
$5.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
141KNew |
$4.74M - $5.03M
|
141K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
139KNew |
$4.67M - $4.95M
|
139K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
135K+ 8.63% |
$4.53M - $4.81M
|
1.7M
$60.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
135K+ 73.5% |
$4.52M - $4.8M
|
318K
$11.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
131KNew |
$4.39M - $4.66M
|
131K
$4.68M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
120K+ 1.78% |
$4.05M - $4.3M
|
6.87M
$246M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
120K+ 26.24% |
$4.03M - $4.28M
|
576K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
117K+ 19.48% |
$3.94M - $4.18M
|
718K
$25.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
110K+ 72.87% |
$3.71M - $3.93M
|
261K
$9.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109K+ 8.7% |
$3.67M - $3.9M
|
1.36M
$48.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
109K+ 22.66% |
$3.66M - $3.88M
|
589K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96K+ 18.67% |
$3.23M - $3.43M
|
610K
$21.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
89.8KNew |
$3.02M - $3.21M
|
89.8K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
87.7KNew |
$2.95M - $3.13M
|
87.7K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
86.1K+ 9.45% |
$2.9M - $3.07M
|
998K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 75.95% |
$2.81M - $2.98M
|
193K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.5K+ 4.05% |
$2.77M - $2.94M
|
2.12M
$75.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
81.9K+ 35.71% |
$2.75M - $2.92M
|
311K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78.6K+ 9.17% |
$2.64M - $2.81M
|
936K
$33.5M
|