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 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
5.66KNew |
$166K - $201K
|
5.66K
$215K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5.66KNew |
$166K - $201K
|
5.66K
$215K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.56K+ 1016.45% |
$163K - $198K
|
6.11K
$232K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5.45KNew |
$160K - $194K
|
5.45K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.28K+ 5.12% |
$155K - $188K
|
108K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.21KNew |
$153K - $185K
|
5.21K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.16K+ 55.86% |
$152K - $184K
|
14.4K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.99K+ 6.44% |
$146K - $177K
|
82.4K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.96K+ 0.72% |
$146K - $176K
|
693K
$26.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.66K+ 10.18% |
$137K - $166K
|
50.4K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.49K+ 17.56% |
$132K - $160K
|
30.1K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
4.28K+ 38.1% |
$126K - $152K
|
15.5K
$588K
|
|
|
Jul 17, 2025
Q2 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 51.23% |
$117K - $142K
|
11.8K
$447K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.97K+ 3.03% |
$117K - $141K
|
135K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.11K+ 27.18% |
$91.3K - $111K
|
14.5K
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.96K+ 1.15% |
$87K - $105K
|
260K
$9.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.85KNew |
$83.5K - $101K
|
2.85K
$108K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.75K+ 208.49% |
$80.7K - $97.8K
|
4.07K
$154K
|
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.33K+ 13.91% |
$68.5K - $82.9K
|
19.1K
$725K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.29K+ 0.43% |
$67.3K - $81.5K
|
537K
$20.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.08K+ 7.54% |
$60.9K - $73.8K
|
29.6K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.99K+ 31.47% |
$58.5K - $70.8K
|
8.32K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.95K+ 9.67% |
$57.3K - $69.3K
|
22.1K
$839K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.68K+ 3.91% |
$49.4K - $59.8K
|
44.7K
$1.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 7.47% |
$46.4K - $56.3K
|
22.8K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.57K+ 2.36% |
$45.9K - $55.7K
|
67.7K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.54K+ 15.68% |
$45.1K - $54.7K
|
11.3K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.33KNew |
$39K - $47.2K
|
1.33K
$50.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 5.27% |
$36.1K - $43.7K
|
24.6K
$933K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
810+ 3.47% |
$23.8K - $28.8K
|
24.2K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
747+ 2.25% |
$21.9K - $26.6K
|
33.9K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
744New |
$21.8K - $26.5K
|
744
$28.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
665+ 7.04% |
$19.5K - $23.6K
|
10.1K
$384K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
626+ 0.49% |
$18.4K - $22.3K
|
129K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589New |
$17.3K - $20.9K
|
589
$22.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
559+ 2.43% |
$16.4K - $19.9K
|
23.6K
$894K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
550+ 110.0% |
$16.1K - $19.6K
|
1.05K
$39.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$14.5K - $17.5K
|
493
$18.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
492+ 0.58% |
$14.4K - $17.5K
|
85.4K
$3.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
476+ 1.31% |
$14K - $16.9K
|
36.9K
$1.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433New |
$12.7K - $15.4K
|
433
$16.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
361+ 5.22% |
$10.6K - $12.8K
|
7.28K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 286.36% |
$9.25K - $11.2K
|
425
$16.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
255+ 1.03% |
$7.49K - $9.07K
|
24.9K
$945K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$5.87K - $7.11K
|
200
$7.59K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
190+ 0.41% |
$5.58K - $6.76K
|
46.6K
$1.77M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
134New |
$3.93K - $4.77K
|
134
$5.09K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
124+ 0.26% |
$3.64K - $4.41K
|
47.7K
$1.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
44+ 0.33% |
$1.29K - $1.56K
|
13.2K
$502K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
32+ 16.16% |
$940 - $1.14K
|
230
$8.73K
|