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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.14M- 5.65% |
$71.8M - $76.3M
|
35.7M
$1.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-498K- 23.9% |
$16.7M - $17.8M
|
1.59M
$53M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-480K- 72.87% |
$16.1M - $17.1M
|
179K
$5.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-429K- 55.46% |
$14.4M - $15.3M
|
345K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-239K- 25.5% |
$8.03M - $8.52M
|
698K
$23.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221K- 23.06% |
$7.43M - $7.89M
|
738K
$24.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-207K- 83.75% |
$6.95M - $7.38M
|
40.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-192K- 2.3% |
$6.45M - $6.85M
|
8.15M
$272M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-192K- 50.76% |
$6.44M - $6.84M
|
186K
$6.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-172K- 9.51% |
$5.8M - $6.15M
|
1.64M
$54.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120K- 9.15% |
$4.02M - $4.27M
|
1.19M
$39.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-83.2K- 5.77% |
$2.8M - $2.97M
|
1.36M
$45.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-66.6K- 17.76% |
$2.24M - $2.38M
|
308K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-51K- 24.7% |
$1.71M - $1.82M
|
155K
$5.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45.1K- 3.54% |
$1.52M - $1.61M
|
1.23M
$41.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-44.3K- 1.67% |
$1.49M - $1.58M
|
2.61M
$87.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-44.2K- 17.79% |
$1.49M - $1.58M
|
204K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-42.2K- 9.15% |
$1.42M - $1.5M
|
418K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39.4K- 2.15% |
$1.32M - $1.4M
|
1.79M
$59.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.1K- 13.88% |
$1.05M - $1.11M
|
193K
$6.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-30.2K- 1.84% |
$1.01M - $1.08M
|
1.61M
$53.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-28.8K- 1.65% |
$968K - $1.03M
|
1.71M
$57.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21K- 36.9% |
$705K - $748K
|
35.8K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.3K- 2.59% |
$682K - $724K
|
762K
$25.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 0.83% |
$680K - $721K
|
2.41M
$80.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.9K- 21.24% |
$636K - $675K
|
70.2K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-14.3K- 2.08% |
$481K - $511K
|
675K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-14K- 1.07% |
$470K - $499K
|
1.29M
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.8K- 3.56% |
$463K - $492K
|
373K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 16.03% |
$442K - $469K
|
68.8K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.1K- 3.45% |
$407K - $432K
|
338K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.59K- 19.49% |
$322K - $342K
|
39.6K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.2K- 0.78% |
$309K - $328K
|
1.17M
$39M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.95K- 1.13% |
$301K - $319K
|
782K
$26.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.21K- 1.51% |
$276K - $293K
|
536K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.64K- 1.52% |
$257K - $273K
|
495K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-7.08K- 0.7% |
$238K - $253K
|
1.01M
$33.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.42K- 7.96% |
$216K - $229K
|
74.3K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.11K- 1.21% |
$205K - $218K
|
499K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.91% |
$203K - $215K
|
21.5K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.65K- 0.71% |
$190K - $202K
|
792K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.92K- 1.22% |
$166K - $176K
|
398K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.64K- 4.24% |
$156K - $166K
|
105K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.83K- 24.4% |
$129K - $137K
|
11.9K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.78K- 2.63% |
$127K - $135K
|
140K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.74K- 3.59% |
$126K - $133K
|
100K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 3.84% |
$96.5K - $102K
|
71.9K
$2.4M
|