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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.06M+ 5.41% |
$60.5M - $73.2M
|
40.1M
$1.48B
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.51M+ 4.3% |
$44.3M - $53.6M
|
36.5M
$1.35B
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.17M+ 112.08% |
$34.5M - $41.8M
|
2.22M
$82M
|
|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
980K+ 109.5% |
$28.8M - $34.8M
|
1.87M
$69.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
866KNew |
$25.4M - $30.8M
|
866K
$31.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
829KNew |
$24.3M - $29.5M
|
829K
$30.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
671K+ 1302.06% |
$19.7M - $23.9M
|
723K
$26.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
636K+ 867.42% |
$18.7M - $22.6M
|
709K
$26.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
514KNew |
$15.1M - $18.3M
|
514K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
501KNew |
$14.7M - $17.8M
|
501K
$18.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
473K+ 33.07% |
$13.9M - $16.8M
|
1.9M
$70.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
465KNew |
$13.6M - $16.5M
|
465K
$17.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
441K+ 38.22% |
$12.9M - $15.7M
|
1.59M
$58.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
435KNew |
$12.8M - $15.5M
|
435K
$16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
378K+ 37.38% |
$11.1M - $13.4M
|
1.39M
$51.2M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
373K+ 304.67% |
$10.9M - $13.3M
|
495K
$18.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
350KNew |
$10.3M - $12.4M
|
350K
$12.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
297KNew |
$8.73M - $10.6M
|
297K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
296K+ 37.86% |
$8.69M - $10.5M
|
1.08M
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
259K+ 14.99% |
$7.6M - $9.21M
|
1.99M
$73.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
236K+ 3.85% |
$6.94M - $8.4M
|
6.37M
$235M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
232K+ 3.34% |
$6.81M - $8.25M
|
7.17M
$264M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
232K+ 17.08% |
$6.8M - $8.24M
|
1.59M
$58.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
227K+ 107.11% |
$6.67M - $8.08M
|
439K
$16.2M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
224K+ 57.25% |
$6.56M - $7.95M
|
614K
$22.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
215K+ 388.17% |
$6.32M - $7.65M
|
271K
$9.98M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
196K+ 9.43% |
$5.74M - $6.95M
|
2.27M
$83.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
186K+ 10.39% |
$5.45M - $6.6M
|
1.97M
$72.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
185K+ 37.06% |
$5.44M - $6.59M
|
685K
$25.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
183K+ 21.56% |
$5.37M - $6.5M
|
1.03M
$38M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
167KNew |
$4.9M - $5.93M
|
167K
$6.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 43.48% |
$4.6M - $5.57M
|
517K
$19.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
154K+ 6.94% |
$4.53M - $5.49M
|
2.38M
$87.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
152K+ 12.41% |
$4.46M - $5.4M
|
1.37M
$50.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
150KNew |
$4.41M - $5.34M
|
150K
$5.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
132K+ 41.13% |
$3.87M - $4.69M
|
453K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
120K+ 12.22% |
$3.52M - $4.26M
|
1.1M
$40.6M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
119K+ 9.01% |
$3.49M - $4.23M
|
1.44M
$53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
116K+ 4.23% |
$3.42M - $4.14M
|
2.87M
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
107K+ 30.58% |
$3.15M - $3.81M
|
458K
$16.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
106K+ 9.18% |
$3.12M - $3.78M
|
1.27M
$46.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
104K+ 12.88% |
$3.05M - $3.69M
|
909K
$33.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
103KNew |
$3.03M - $3.67M
|
103K
$3.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
102K+ 46.62% |
$3M - $3.64M
|
322K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
102K+ 12.4% |
$3M - $3.63M
|
925K
$34.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
100K+ 59.7% |
$2.94M - $3.56M
|
268K
$9.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
96.6K+ 14.64% |
$2.84M - $3.44M
|
757K
$27.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
93.7K+ 9.5% |
$2.75M - $3.33M
|
1.08M
$39.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.9K+ 90.87% |
$2.2M - $2.66M
|
157K
$5.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.3K+ 18.33% |
$2.12M - $2.57M
|
467K
$17.2M
|