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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-192K- 14.54% |
$7.15M - $7.39M
|
1.13M
$42.6M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-10.2K- 1.45% |
$379K - $392K
|
695K
$26.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.99K- 26.75% |
$148K - $153K
|
10.9K
$411K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.21K- 7.74% |
$44.8K - $46.4K
|
14.4K
$541K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.01K- 0.86% |
$37.4K - $38.7K
|
116K
$4.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-698- 0.02% |
$26K - $26.9K
|
2.81M
$106M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-645- 1.1% |
$24K - $24.8K
|
57.8K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-187- 0.1% |
$6.95K - $7.19K
|
192K
$7.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.39% |
$1.38K - $1.42K
|
9.36K
$352K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.5M- 91.75% |
$1.2B - $1.27B
|
3.01M
$114M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.16M- 40.08% |
$41.6M - $44.1M
|
1.74M
$65.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.04M- 46.72% |
$37.1M - $39.4M
|
1.18M
$44.6M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-614K- 99.96% |
$21.9M - $23.3M
|
250
$9.42K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-511K- 99.96% |
$18.3M - $19.4M
|
205
$7.72K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-496K- 31.09% |
$17.7M - $18.8M
|
1.1M
$41.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-263K- 31.41% |
$9.4M - $9.97M
|
574K
$21.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-254K- 12.39% |
$9.07M - $9.62M
|
1.79M
$67.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
SELL
|
- |
-232K- 70.04% |
$8.29M - $8.8M
|
99.2K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-130K- 8.2% |
$4.66M - $4.94M
|
1.46M
$54.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-122K- 8.85% |
$4.35M - $4.62M
|
1.25M
$47.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-109K- 9.03% |
$3.9M - $4.14M
|
1.1M
$41.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-107K- 5.39% |
$3.83M - $4.06M
|
1.88M
$70.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-93.9K- 72.63% |
$3.36M - $3.56M
|
35.4K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-91.5K- 58.18% |
$3.27M - $3.47M
|
65.8K
$2.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-89.4K- 6.33% |
$3.2M - $3.39M
|
1.32M
$49.8M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-88.5K- 34.03% |
$3.16M - $3.36M
|
172K
$6.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-72.1K- 6.82% |
$2.58M - $2.74M
|
986K
$37.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-72.1K- 6.82% |
$2.58M - $2.74M
|
986K
$37.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-65.5K- 13.92% |
$2.34M - $2.48M
|
405K
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-64.6K- 8.12% |
$2.31M - $2.45M
|
731K
$27.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-54.1K- 31.42% |
$1.93M - $2.05M
|
118K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-43.8K- 5.99% |
$1.57M - $1.66M
|
688K
$25.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-41.7K- 8.21% |
$1.49M - $1.58M
|
466K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-34.7K- 74.05% |
$1.24M - $1.31M
|
12.1K
$457K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-33.5K- 1.26% |
$1.2M - $1.27M
|
2.62M
$98.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-30.8K- 22.81% |
$1.1M - $1.17M
|
104K
$3.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.2K- 2.79% |
$1.01M - $1.07M
|
980K
$36.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-28K- 23.38% |
$1M - $1.06M
|
91.9K
$3.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-26.5K- 23.83% |
$947K - $1M
|
84.7K
$3.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-25.5K- 4.63% |
$911K - $967K
|
525K
$19.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-24.2K- 18.09% |
$867K - $919K
|
110K
$4.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-24.1K- 16.07% |
$863K - $915K
|
126K
$4.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-23.1K- 1.29% |
$824K - $874K
|
1.76M
$66.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-22.7K- 8.46% |
$810K - $859K
|
245K
$9.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-20.6K- 1.6% |
$735K - $780K
|
1.26M
$47.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.5K- 2.9% |
$735K - $779K
|
688K
$25.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-20.3K- 12.21% |
$727K - $771K
|
146K
$5.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.5K- 2.57% |
$697K - $739K
|
737K
$27.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-12K- 27.25% |
$430K - $456K
|
32.1K
$1.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.3K- 0.96% |
$406K - $430K
|
1.16M
$43.9M
|
|