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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20.8KNew |
$678K - $745K
|
20.8K
$753K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
20.8K+ 10.79% |
$676K - $743K
|
213K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
20.2K+ 1.18% |
$658K - $724K
|
1.73M
$62.7M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20K+ 5.91% |
$651K - $716K
|
358K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
19.8KNew |
$644K - $709K
|
19.8K
$716K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19.6K+ 11.17% |
$640K - $703K
|
195K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.6K+ 248.84% |
$638K - $701K
|
27.4K
$993K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.4K+ 9.54% |
$631K - $693K
|
222K
$8.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8K+ 51.35% |
$613K - $674K
|
55.4K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
18.8K+ 67.94% |
$611K - $672K
|
46.3K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.7K+ 4.31% |
$608K - $669K
|
452K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.5K+ 56.2% |
$604K - $664K
|
51.6K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
17.7K+ 32.56% |
$577K - $634K
|
72.1K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
17.2K+ 34.97% |
$561K - $617K
|
66.5K
$2.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.1K+ 21.39% |
$557K - $612K
|
97K
$3.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
17.1K+ 33.37% |
$556K - $611K
|
68.2K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
16.8K+ 38.93% |
$548K - $603K
|
60K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16.7K+ 100.92% |
$545K - $599K
|
33.3K
$1.21M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
16.6K+ 3.96% |
$541K - $595K
|
436K
$15.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6K+ 4.88% |
$539K - $593K
|
356K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
16.5KNew |
$536K - $590K
|
16.5K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
16.3K+ 9.88% |
$530K - $583K
|
181K
$6.56M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8KNew |
$516K - $567K
|
15.8K
$573K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
15.6KNew |
$509K - $559K
|
15.6K
$565K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.3K+ 12.21% |
$499K - $549K
|
141K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
15.1KNew |
$491K - $540K
|
15.1K
$546K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.8KNew |
$481K - $530K
|
14.8K
$535K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
14.3K+ 2.68% |
$467K - $514K
|
550K
$19.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
14.2K+ 7.69% |
$462K - $508K
|
199K
$7.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
14KNew |
$454K - $500K
|
14K
$505K
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 5.75% |
$448K - $493K
|
253K
$9.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.2K+ 3.47% |
$429K - $472K
|
393K
$14.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13K+ 3.76% |
$424K - $467K
|
359K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13K+ 232.34% |
$422K - $464K
|
18.5K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
12.8K+ 18.96% |
$418K - $459K
|
80.5K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.8K+ 99.7% |
$416K - $457K
|
25.6K
$926K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
12.7K+ 47.81% |
$412K - $453K
|
39.1K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
12.3K+ 22.59% |
$400K - $439K
|
66.6K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 37.13% |
$382K - $420K
|
43.3K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
11.4K+ 19.07% |
$372K - $409K
|
71.2K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.4KNew |
$370K - $407K
|
11.4K
$411K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 1.26% |
$367K - $404K
|
906K
$32.8M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.2K+ 76.34% |
$366K - $402K
|
26K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
11.2KNew |
$365K - $402K
|
11.2K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11K+ 4.46% |
$358K - $394K
|
258K
$9.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
10.9K+ 10.14% |
$355K - $391K
|
118K
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
10.3K+ 17.69% |
$334K - $368K
|
68.3K
$2.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 1.95% |
$333K - $367K
|
535K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
10.2K+ 28.61% |
$332K - $365K
|
45.8K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
9.82K+ 6.3% |
$320K - $352K
|
166K
$6M
|