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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
73.3KNew |
$2.39M - $2.62M
|
73.3K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
72.6K+ 70.76% |
$2.36M - $2.6M
|
175K
$6.34M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
63.3K+ 0.92% |
$2.06M - $2.27M
|
6.94M
$251M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
62.6K+ 4.98% |
$2.04M - $2.24M
|
1.32M
$47.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.6K+ 2.21% |
$1.94M - $2.14M
|
2.76M
$99.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58.2K+ 76.22% |
$1.9M - $2.09M
|
135K
$4.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.1K+ 6.0% |
$1.89M - $2.08M
|
1.03M
$37.2M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
57.4K+ 8.8% |
$1.87M - $2.06M
|
710K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
55.9K+ 9.12% |
$1.82M - $2M
|
669K
$24.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
55.5K+ 9.19% |
$1.81M - $1.99M
|
660K
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.4K+ 19.78% |
$1.8M - $1.98M
|
335K
$12.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
53.4K+ 116.54% |
$1.74M - $1.91M
|
99.3K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.8K+ 16.7% |
$1.72M - $1.89M
|
369K
$13.4M
|
|
|
Jun 02, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
51.4K+ 64.98% |
$1.67M - $1.84M
|
131K
$4.73M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
49.5K+ 1145.79% |
$1.61M - $1.77M
|
53.8K
$1.95M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
49.2K+ 3.06% |
$1.6M - $1.76M
|
1.66M
$60M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
48.6K+ 16.95% |
$1.58M - $1.74M
|
335K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
47.9K+ 5.99% |
$1.56M - $1.72M
|
848K
$30.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
46.3K+ 9.0% |
$1.51M - $1.66M
|
561K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
45.3K+ 17.43% |
$1.48M - $1.62M
|
305K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44.8KNew |
$1.46M - $1.6M
|
44.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
44.5K+ 11.59% |
$1.45M - $1.6M
|
429K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
43.8K+ 9.59% |
$1.43M - $1.57M
|
500K
$18.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
38.1K+ 58.19% |
$1.24M - $1.37M
|
104K
$3.75M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.6K+ 1.84% |
$1.22M - $1.35M
|
2.08M
$75.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
35.6K+ 12.48% |
$1.16M - $1.27M
|
321K
$11.6M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
35.2K+ 3.53% |
$1.15M - $1.26M
|
1.03M
$37.4M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33.9K+ 4.66% |
$1.1M - $1.21M
|
761K
$27.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
31.9K+ 47.75% |
$1.04M - $1.14M
|
98.8K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.8KNew |
$1.04M - $1.14M
|
31.8K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31.2KNew |
$1.02M - $1.12M
|
31.2K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
30.7K+ 7.69% |
$998K - $1.1M
|
429K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
30.3K+ 114.27% |
$986K - $1.08M
|
56.8K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.7K+ 99.18% |
$967K - $1.06M
|
59.6K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
29K+ 13.12% |
$945K - $1.04M
|
250K
$9.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
28.3K+ 40.19% |
$922K - $1.01M
|
98.8K
$3.58M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 26.88% |
$888K - $976K
|
129K
$4.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.2KNew |
$885K - $973K
|
27.2K
$983K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
26.2K+ 2.25% |
$853K - $938K
|
1.19M
$43.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
25.9K+ 5.48% |
$844K - $928K
|
499K
$18M
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
25.8K+ 18.61% |
$842K - $926K
|
165K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
25.4K+ 60.41% |
$829K - $911K
|
67.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
25.2K+ 8.25% |
$822K - $904K
|
331K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24.5K+ 2.5% |
$797K - $877K
|
1.01M
$36.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24.3K+ 52.65% |
$792K - $871K
|
70.5K
$2.55M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 157.05% |
$790K - $869K
|
39.7K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.9K+ 2.29% |
$777K - $855K
|
1.07M
$38.6M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
23.4KNew |
$761K - $836K
|
23.4K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.7KNew |
$708K - $778K
|
21.7K
$787K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.9KNew |
$682K - $750K
|
20.9K
$758K
|