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 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.72K+ 10.93% |
$316K - $348K
|
98.6K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
9.66KNew |
$315K - $346K
|
9.66K
$350K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 1.99% |
$306K - $337K
|
483K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.36KNew |
$305K - $335K
|
9.36K
$339K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.24KNew |
$301K - $331K
|
9.24K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.01K+ 5.48% |
$293K - $323K
|
173K
$6.27M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.82KNew |
$287K - $316K
|
8.82K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
8.69K+ 3.36% |
$283K - $311K
|
267K
$9.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.54K+ 30.31% |
$278K - $306K
|
36.7K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.48K+ 14.34% |
$276K - $304K
|
67.6K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.41KNew |
$274K - $301K
|
8.41K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.7KNew |
$251K - $276K
|
7.7K
$279K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.56K+ 1409.89% |
$246K - $271K
|
8.09K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
7.42K+ 1.56% |
$242K - $266K
|
482K
$17.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.37K+ 0.36% |
$240K - $264K
|
2.04M
$73.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.09K+ 3.92% |
$231K - $254K
|
188K
$6.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.02K+ 1.96% |
$229K - $251K
|
365K
$13.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
6.96K+ 1.59% |
$227K - $249K
|
444K
$16.1M
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.95K+ 21.89% |
$226K - $249K
|
38.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.91K+ 20.59% |
$225K - $248K
|
40.5K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
6.91K+ 3.93% |
$225K - $247K
|
183K
$6.62M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.52K+ 46.52% |
$212K - $234K
|
20.5K
$744K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47KNew |
$211K - $232K
|
6.47K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.44K+ 6.51% |
$210K - $231K
|
105K
$3.82M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.36K+ 9.36% |
$207K - $228K
|
74.3K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
6.15K+ 7.98% |
$200K - $220K
|
83.3K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.13KNew |
$200K - $219K
|
6.13K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
5.92K+ 4.2% |
$193K - $212K
|
147K
$5.31M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.87K+ 8.3% |
$191K - $210K
|
76.6K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
5.66K+ 18.68% |
$184K - $203K
|
36K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.42K+ 83.9% |
$177K - $194K
|
11.9K
$430K
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
BUY
|
- |
5.1K+ 1.71% |
$166K - $183K
|
304K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.79K+ 39.74% |
$156K - $171K
|
16.8K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.51K+ 6.55% |
$147K - $161K
|
73.3K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.35K+ 44.76% |
$142K - $156K
|
14.1K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 5.08% |
$134K - $147K
|
84.9K
$3.07M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.04K+ 2.08% |
$132K - $145K
|
198K
$7.18M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4K+ 4.04% |
$130K - $143K
|
103K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.97K+ 0.27% |
$129K - $142K
|
1.45M
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.96K+ 4.64% |
$129K - $142K
|
89.4K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 22.79% |
$112K - $124K
|
18.6K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.38K+ 8.52% |
$110K - $121K
|
43K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.24K+ 1.44% |
$105K - $116K
|
228K
$8.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$104K - $114K
|
3.19K
$116K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
3.06K+ 12.39% |
$99.7K - $110K
|
27.8K
$1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.87K+ 4.53% |
$93.4K - $103K
|
66.2K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.67K+ 0.56% |
$86.8K - $95.5K
|
478K
$17.3M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.51K+ 36.53% |
$81.7K - $89.8K
|
9.37K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.5K+ 1127.48% |
$81.5K - $89.7K
|
2.73K
$98.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.47K+ 19.63% |
$80.5K - $88.6K
|
15.1K
$546K
|