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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Financial Consulate, Inc
|
BUY
|
- |
980K+ 109.5% |
$28.8M - $34.8M
|
1.87M
$67.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
866KNew |
$25.4M - $30.8M
|
866K
$31.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
829KNew |
$24.3M - $29.5M
|
829K
$30M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
636K+ 867.42% |
$18.7M - $22.6M
|
709K
$25.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
501KNew |
$14.7M - $17.8M
|
501K
$18.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
473K+ 33.07% |
$13.9M - $16.8M
|
1.9M
$68.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
465KNew |
$13.6M - $16.5M
|
465K
$16.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
435KNew |
$12.8M - $15.5M
|
435K
$15.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
378K+ 37.38% |
$11.1M - $13.4M
|
1.39M
$50.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
297KNew |
$8.73M - $10.6M
|
297K
$10.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
236K+ 3.85% |
$6.94M - $8.4M
|
6.37M
$230M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
224K+ 57.25% |
$6.56M - $7.95M
|
614K
$22.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
186K+ 10.39% |
$5.45M - $6.6M
|
1.97M
$71.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
185K+ 37.06% |
$5.44M - $6.59M
|
685K
$24.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
167KNew |
$4.9M - $5.93M
|
167K
$6.03M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
119K+ 9.01% |
$3.49M - $4.23M
|
1.44M
$52M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
116K+ 4.23% |
$3.42M - $4.14M
|
2.87M
$104M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
102K+ 46.62% |
$3M - $3.64M
|
322K
$11.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
100K+ 59.7% |
$2.94M - $3.56M
|
268K
$9.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
74.9K+ 90.87% |
$2.2M - $2.66M
|
157K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
67K+ 2.59% |
$1.97M - $2.38M
|
2.65M
$95.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
63.9K+ 8.41% |
$1.88M - $2.27M
|
825K
$29.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
58.6K+ 6.92% |
$1.72M - $2.09M
|
906K
$32.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
43.7K+ 4.76% |
$1.28M - $1.56M
|
963K
$34.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
38.5K+ 1.89% |
$1.13M - $1.37M
|
2.08M
$75M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
37.1K+ 1.85% |
$1.09M - $1.32M
|
2.05M
$74M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
34.2K+ 20.76% |
$1M - $1.22M
|
199K
$7.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.5K+ 20.19% |
$983K - $1.19M
|
199K
$7.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
26.9K+ 5.86% |
$789K - $955K
|
485K
$17.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.2K+ 4.49% |
$739K - $895K
|
586K
$21.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
20.3K+ 6.64% |
$595K - $721K
|
326K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
19.8K+ 13.49% |
$581K - $704K
|
167K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.7K+ 2.77% |
$579K - $701K
|
732K
$26.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
18.6K+ 27.34% |
$547K - $663K
|
86.8K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 9.58% |
$514K - $623K
|
200K
$7.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17.3K+ 25.6% |
$508K - $615K
|
84.9K
$3.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
16.6K+ 1.57% |
$489K - $592K
|
1.08M
$39M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16.6KNew |
$487K - $589K
|
16.6K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.9KNew |
$438K - $530K
|
14.9K
$539K
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.7K+ 6.91% |
$432K - $523K
|
228K
$8.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
13.4K+ 4.42% |
$394K - $478K
|
317K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.7K+ 56.46% |
$345K - $418K
|
32.6K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
11.4KNew |
$335K - $406K
|
11.4K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.9K+ 3.06% |
$320K - $387K
|
367K
$13.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10.9K+ 0.89% |
$320K - $387K
|
1.23M
$44.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.7K+ 114.16% |
$314K - $380K
|
20.1K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.53KNew |
$280K - $339K
|
9.53K
$345K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
9.41K+ 4.24% |
$276K - $335K
|
232K
$8.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
9.33K+ 61.87% |
$274K - $332K
|
24.4K
$883K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.94KNew |
$263K - $318K
|
8.94K
$323K
|