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
$815K
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-339K- 28.85% |
$9.96M - $12.1M
|
837K
$30.3M
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-178K- 40.6% |
$5.22M - $6.32M
|
260K
$9.4M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-169K- 43.09% |
$4.97M - $6.02M
|
224K
$8.09M
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-98.2K- 90.74% |
$2.88M - $3.49M
|
10K
$362K
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-76.5K- 76.07% |
$2.24M - $2.72M
|
24.1K
$870K
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-47.3K- 36.23% |
$1.39M - $1.68M
|
83.3K
$3.01M
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-35.7K- 19.02% |
$1.05M - $1.27M
|
152K
$5.5M
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-28.5K- 74.19% |
$837K - $1.01M
|
9.92K
$359K
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-25.1K- 5.06% |
$736K - $891K
|
470K
$17M
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 9.21% |
$609K - $737K
|
204K
$7.39M
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18.9K- 3.83% |
$554K - $671K
|
474K
$17.1M
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-16.6K- 1.39% |
$488K - $591K
|
1.18M
$42.5M
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-13.4K- 13.6% |
$395K - $478K
|
85.4K
$3.09M
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.53K- 6.64% |
$280K - $339K
|
134K
$4.84M
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-8.32K- 2.68% |
$244K - $296K
|
302K
$10.9M
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-5.44K- 43.77% |
$160K - $193K
|
6.99K
$253K
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.4K- 45.56% |
$159K - $192K
|
6.45K
$233K
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-2.41K- 1.62% |
$70.9K - $85.8K
|
147K
$5.31M
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-2.25K- 0.99% |
$66K - $80K
|
226K
$8.17M
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.17K- 1.83% |
$63.6K - $77K
|
116K
$4.21M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.82K- 0.68% |
$53.5K - $64.8K
|
266K
$9.6M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.58K- 2.62% |
$46.3K - $56K
|
58.5K
$2.12M
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.12K- 15.22% |
$32.9K - $39.8K
|
6.24K
$226K
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-810- 2.81% |
$23.8K - $28.8K
|
28K
$1.01M
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-712- 4.23% |
$20.9K - $25.3K
|
16.1K
$583K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-465- 7.37% |
$13.7K - $16.5K
|
5.84K
$211K
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-290- 0.91% |
$8.51K - $10.3K
|
31.4K
$1.14M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-154- 2.38% |
$4.52K - $5.48K
|
6.31K
$228K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-82- 0.11% |
$2.41K - $2.92K
|
73.3K
$2.65M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
SELL
|
- |
-20- 0.15% |
$587 - $711
|
13.4K
$483K
|
|
Q1 2025 | |||||||
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2M- 8.37% |
$104M - $115M
|
35M
$1.27B
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.59M- 67.06% |
$51.7M - $56.9M
|
780K
$28.2M
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-291K- 69.65% |
$9.49M - $10.4M
|
127K
$4.59M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282K- 17.2% |
$9.19M - $10.1M
|
1.36M
$49.1M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-164K- 6.39% |
$5.35M - $5.89M
|
2.41M
$87M
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-94.8K- 7.6% |
$3.09M - $3.4M
|
1.15M
$41.7M
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-90.7K- 88.52% |
$2.95M - $3.25M
|
11.8K
$425K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-73.6K- 6.19% |
$2.4M - $2.64M
|
1.12M
$40.3M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46.7K- 2.61% |
$1.52M - $1.67M
|
1.74M
$63M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.4K- 66.69% |
$1.38M - $1.52M
|
21.2K
$766K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.5K- 3.49% |
$1.16M - $1.27M
|
981K
$35.5M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 1.22% |
$962K - $1.06M
|
2.38M
$86.2M
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 9.55% |
$959K - $1.05M
|
279K
$10.1M
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-27.8K- 3.27% |
$907K - $997K
|
823K
$29.8M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-27.4K- 11.28% |
$891K - $980K
|
215K
$7.78M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 6.54% |
$821K - $902K
|
360K
$13M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 14.03% |
$817K - $898K
|
154K
$5.56M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 22.66% |
$777K - $855K
|
81.5K
$2.95M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-23.3K- 99.89% |
$760K - $836K
|
26
$940
|