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 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-429K- 55.46% |
$14.4M - $15.3M
|
345K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-239K- 25.5% |
$8.03M - $8.52M
|
698K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221K- 23.06% |
$7.43M - $7.89M
|
738K
$25.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-207K- 83.75% |
$6.95M - $7.38M
|
40.1K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-51K- 24.7% |
$1.71M - $1.82M
|
155K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45.1K- 3.54% |
$1.52M - $1.61M
|
1.23M
$42.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-44.2K- 17.79% |
$1.49M - $1.58M
|
204K
$7.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-30.2K- 1.84% |
$1.01M - $1.08M
|
1.61M
$56.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21K- 36.9% |
$705K - $748K
|
35.8K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.59K- 19.49% |
$322K - $342K
|
39.6K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.2K- 0.78% |
$309K - $328K
|
1.17M
$40.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$42.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.91% |
$203K - $215K
|
21.5K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.64K- 4.24% |
$156K - $166K
|
105K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.83K- 24.4% |
$129K - $137K
|
11.9K
$414K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.78K- 2.63% |
$127K - $135K
|
140K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 2.74% |
$56K - $59.4K
|
59K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.09% |
$49.4K - $52.5K
|
133K
$4.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.37K- 3.21% |
$45.9K - $48.7K
|
41.1K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.32K- 5.54% |
$44.4K - $47.1K
|
22.5K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.15K- 0.06% |
$38.5K - $40.9K
|
2.03M
$70.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.11K- 0.43% |
$37.4K - $39.7K
|
259K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 2.69% |
$31.1K - $33K
|
33.5K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-816- 7.17% |
$27.4K - $29.1K
|
10.6K
$369K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-656- 0.81% |
$22.1K - $23.4K
|
79.9K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-428- 2.12% |
$14.4K - $15.3K
|
19.7K
$689K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-388- 41.99% |
$13K - $13.8K
|
536
$18.7K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-82- 2.4% |
$2.76K - $2.93K
|
3.33K
$116K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-710K- 47.3% |
$21.8M - $24.2M
|
791K
$27.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-369K- 14.57% |
$11.4M - $12.6M
|
2.17M
$75.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-187K- 67.64% |
$5.74M - $6.36M
|
89.3K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-170K- 18.05% |
$5.22M - $5.78M
|
771K
$26.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-104K- 5.4% |
$3.18M - $3.53M
|
1.81M
$63.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-92.9K- 33.54% |
$2.85M - $3.16M
|
184K
$6.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.8K- 7.21% |
$2.39M - $2.65M
|
1M
$35M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-65.6K- 23.24% |
$2.02M - $2.24M
|
217K
$7.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-62.5K- 11.94% |
$1.92M - $2.13M
|
460K
$16.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-62.4K- 4.56% |
$1.92M - $2.13M
|
1.31M
$45.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.7K- 2.18% |
$1.25M - $1.39M
|
1.83M
$63.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.6K- 74.44% |
$1.22M - $1.35M
|
13.6K
$475K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-27.9K- 1.37% |
$858K - $951K
|
2.02M
$70.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-20.5K- 0.77% |
$631K - $699K
|
2.65M
$92.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-20.5K- 3.89% |
$629K - $697K
|
505K
$17.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-18.6K- 2.63% |
$571K - $633K
|
689K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 2.08% |
$521K - $578K
|
798K
$27.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-15.8K- 4.04% |
$485K - $538K
|
375K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.8K- 11.18% |
$425K - $471K
|
110K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-11.5K- 12.46% |
$353K - $391K
|
80.7K
$2.82M
|
|