Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.37M+ 6.65% |
$77.3M - $85M
|
38.1M
$1.38B
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.58M+ 202.59% |
$51.6M - $56.8M
|
2.37M
$85.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
897K+ 168.58% |
$29.2M - $32.1M
|
1.43M
$51.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
667K+ 12.22% |
$21.7M - $23.9M
|
6.13M
$222M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
613K+ 100.36% |
$19.9M - $21.9M
|
1.22M
$44.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
604K+ 89.47% |
$19.7M - $21.6M
|
1.28M
$46.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
529KNew |
$17.2M - $19M
|
529K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
371K+ 21.75% |
$12.1M - $13.3M
|
2.07M
$75.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
315KNew |
$10.3M - $11.3M
|
315K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
292K+ 40.71% |
$9.52M - $10.5M
|
1.01M
$36.6M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
227KNew |
$7.39M - $8.13M
|
227K
$8.22M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
213KNew |
$6.95M - $7.64M
|
213K
$7.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
203K+ 2379.31% |
$6.62M - $7.29M
|
212K
$7.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
197K+ 1352.8% |
$6.43M - $7.07M
|
212K
$7.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
197K+ 874.12% |
$6.41M - $7.05M
|
219K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 74.06% |
$6.11M - $6.72M
|
441K
$16M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
185KNew |
$6.02M - $6.62M
|
185K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
184K+ 30.89% |
$6.01M - $6.61M
|
782K
$28.3M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
171K+ 250.31% |
$5.58M - $6.13M
|
240K
$8.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
169K+ 24.21% |
$5.5M - $6.05M
|
867K
$31.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
155K+ 23.8% |
$5.04M - $5.55M
|
805K
$29.2M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
150KNew |
$4.9M - $5.39M
|
150K
$5.45M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
147K+ 47.12% |
$4.78M - $5.26M
|
458K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
145K+ 29.67% |
$4.73M - $5.2M
|
634K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 16.98% |
$4.66M - $5.12M
|
986K
$35.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141K+ 2.04% |
$4.6M - $5.06M
|
7.05M
$255M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
139K+ 24.08% |
$4.52M - $4.97M
|
715K
$25.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
126K+ 13.49% |
$4.11M - $4.52M
|
1.06M
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
122KNew |
$3.99M - $4.38M
|
122K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
122K+ 4.44% |
$3.98M - $4.38M
|
2.88M
$104M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
120K+ 8.82% |
$3.92M - $4.31M
|
1.48M
$53.7M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
118K+ 12.65% |
$3.83M - $4.22M
|
1.05M
$37.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
117K+ 144.47% |
$3.8M - $4.18M
|
197K
$7.14M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
112K+ 6.94% |
$3.65M - $4.01M
|
1.73M
$62.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
108K+ 10.49% |
$3.5M - $3.85M
|
1.13M
$41M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
108K+ 10.49% |
$3.5M - $3.85M
|
1.13M
$41M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
107K+ 5.06% |
$3.49M - $3.84M
|
2.23M
$80.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
98.6K+ 16.73% |
$3.21M - $3.53M
|
688K
$24.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
91.9K+ 5.42% |
$2.99M - $3.29M
|
1.79M
$64.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
90.8KNew |
$2.96M - $3.25M
|
90.8K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
85.5K+ 11.22% |
$2.78M - $3.06M
|
848K
$30.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.1KNew |
$2.74M - $3.01M
|
84.1K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
82.8K+ 10.45% |
$2.7M - $2.96M
|
875K
$31.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
82.4KNew |
$2.68M - $2.95M
|
82.4K
$2.98M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
79K+ 19.03% |
$2.57M - $2.83M
|
494K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
78.6K+ 14887.12% |
$2.56M - $2.82M
|
79.1K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
78K+ 86.87% |
$2.54M - $2.8M
|
168K
$6.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
78K+ 485.43% |
$2.54M - $2.79M
|
94K
$3.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
77.8K+ 342.8% |
$2.53M - $2.79M
|
101K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.6K+ 22.93% |
$2.4M - $2.64M
|
395K
$14.3M
|