Latest Institutional Sells of Dimensional ETF Tr Dimensional (DUHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-844K- 97.4% |
$24.8M - $30M
|
22.5K
$831K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-431K- 40.4% |
$12.6M - $15.3M
|
635K
$23.4M
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-339K- 28.85% |
$9.96M - $12.1M
|
837K
$30.9M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-289K- 65.61% |
$8.5M - $10.3M
|
152K
$5.59M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 40.6% |
$5.22M - $6.32M
|
260K
$9.59M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169K- 43.09% |
$4.97M - $6.02M
|
224K
$8.25M
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-149K- 11.0% |
$4.38M - $5.31M
|
1.21M
$44.6M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-110K- 12.2% |
$3.24M - $3.93M
|
795K
$29.3M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-106K- 9.55% |
$3.13M - $3.78M
|
1.01M
$37.2M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-98.2K- 90.74% |
$2.88M - $3.49M
|
10K
$370K
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-82.8K- 65.23% |
$2.43M - $2.95M
|
44.2K
$1.63M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-78.3K- 3.29% |
$2.3M - $2.78M
|
2.31M
$85M
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-76.5K- 76.07% |
$2.24M - $2.72M
|
24.1K
$887K
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-74.7K- 6.59% |
$2.19M - $2.66M
|
1.06M
$39M
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-74.7K- 6.59% |
$2.19M - $2.66M
|
1.06M
$39M
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65K- 2.7% |
$1.91M - $2.31M
|
2.34M
$86.3M
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-59.4K- 7.79% |
$1.74M - $2.11M
|
704K
$26M
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-50.1K- 6.43% |
$1.47M - $1.78M
|
730K
$26.9M
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-47.3K- 36.23% |
$1.39M - $1.68M
|
83.3K
$3.07M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-45.4K- 26.64% |
$1.33M - $1.62M
|
125K
$4.61M
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-41.7K- 16.38% |
$1.23M - $1.48M
|
213K
$7.85M
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-38.2K- 2.63% |
$1.12M - $1.36M
|
1.41M
$52.1M
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-35.7K- 19.02% |
$1.05M - $1.27M
|
152K
$5.61M
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-28.5K- 74.19% |
$837K - $1.01M
|
9.92K
$366K
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-25.1K- 5.06% |
$736K - $891K
|
470K
$17.3M
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 9.21% |
$609K - $737K
|
204K
$7.53M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18.9K- 3.83% |
$554K - $671K
|
474K
$17.5M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.3K- 19.34% |
$507K - $615K
|
72.1K
$2.66M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16.6K- 1.39% |
$488K - $591K
|
1.18M
$43.4M
|
|
Aug 01, 2025
Q2 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-14.7K- 4.67% |
$432K - $523K
|
300K
$11.1M
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-14K- 19.59% |
$412K - $499K
|
57.6K
$2.12M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.4K- 13.6% |
$395K - $478K
|
85.4K
$3.15M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.8K- 2.61% |
$377K - $457K
|
479K
$17.7M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12.6K- 6.82% |
$370K - $448K
|
172K
$6.35M
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-12.3K- 13.29% |
$361K - $437K
|
80.2K
$2.96M
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-11.3K- 4.06% |
$332K - $402K
|
268K
$9.87M
|
|
Aug 12, 2025
Q2 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-11.2K- 2.61% |
$328K - $398K
|
418K
$15.4M
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-10.9K- 2.18% |
$319K - $386K
|
488K
$18M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.53K- 6.64% |
$280K - $339K
|
134K
$4.94M
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.35K- 12.75% |
$275K - $333K
|
64K
$2.36M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.81K- 6.84% |
$259K - $313K
|
120K
$4.42M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-8.32K- 2.68% |
$244K - $296K
|
302K
$11.1M
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-8.02K- 4.63% |
$236K - $285K
|
165K
$6.09M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.96K- 5.91% |
$234K - $283K
|
127K
$4.67M
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.79K- 39.13% |
$170K - $206K
|
9K
$332K
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.74K- 1.08% |
$169K - $204K
|
524K
$19.3M
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.44K- 43.77% |
$160K - $193K
|
6.99K
$258K
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.4K- 45.56% |
$159K - $192K
|
6.45K
$238K
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-5.06K- 64.81% |
$148K - $180K
|
2.75K
$101K
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.73K- 23.29% |
$139K - $168K
|
15.6K
$574K
|