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 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.41K+ 6.63% |
$78.5K - $86.4K
|
38.8K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.25K+ 6.06% |
$73.3K - $80.7K
|
39.4K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.96% |
$53.5K - $58.9K
|
43.1K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.61K+ 3.5% |
$52.4K - $57.7K
|
47.6K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.53K+ 9.19% |
$49.7K - $54.6K
|
18.1K
$656K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.5K+ 23.78% |
$48.8K - $53.7K
|
7.8K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.49K+ 17.07% |
$48.4K - $53.3K
|
10.2K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 11.8% |
$46.2K - $50.8K
|
13.4K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.27K+ 8.17% |
$41.2K - $45.3K
|
16.8K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.06K+ 1.16% |
$34.5K - $37.9K
|
92.5K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 1.79% |
$34.5K - $37.9K
|
60.1K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
807+ 4.67% |
$26.3K - $28.9K
|
18.1K
$655K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
800+ 7.57% |
$26.1K - $28.7K
|
11.4K
$412K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
759+ 10.8% |
$24.7K - $27.2K
|
7.79K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
703+ 5.14% |
$22.9K - $25.2K
|
14.4K
$520K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
653+ 2.85% |
$21.3K - $23.4K
|
23.6K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
588+ 4.96% |
$19.2K - $21.1K
|
12.5K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
533+ 2.21% |
$17.4K - $19.1K
|
24.7K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
531+ 6.59% |
$17.3K - $19K
|
8.59K
$311K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
460+ 53.55% |
$15K - $16.5K
|
1.32K
$47.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
420+ 0.32% |
$13.7K - $15K
|
131K
$4.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
361+ 1.35% |
$11.8K - $12.9K
|
27K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
335+ 1.23% |
$10.9K - $12K
|
27.5K
$996K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
312+ 3.01% |
$10.2K - $11.2K
|
10.7K
$386K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
310+ 1.07% |
$10.1K - $11.1K
|
29.3K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
258+ 2.24% |
$8.4K - $9.24K
|
11.8K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
217+ 0.75% |
$7.07K - $7.77K
|
29.3K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.85% |
$2.96K - $3.26K
|
10.9K
$393K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 17.13% |
$2.61K - $2.87K
|
547
$19.8K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
69+ 4.92% |
$2.25K - $2.47K
|
1.47K
$53.3K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$2.05K - $2.26K
|
63
$2.28K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
55New |
$1.79K - $1.97K
|
55
$1.99K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
53+ 0.24% |
$1.73K - $1.9K
|
21.8K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
35+ 0.24% |
$1.14K - $1.25K
|
14.4K
$522K
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
32+ 0.24% |
$1.04K - $1.15K
|
13.2K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
31+ 0.44% |
$1.01K - $1.11K
|
7.14K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.01K - $1.11K
|
31
$1.12K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29New |
$945 - $1.04K
|
29
$1.05K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
24+ 0.25% |
$782 - $860
|
9.81K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21+ 0.25% |
$684 - $752
|
8.37K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15+ 0.19% |
$489 - $537
|
7.8K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.01% |
$489 - $537
|
213K
$7.71M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
9+ 0.24% |
$293 - $322
|
3.78K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.09% |
$293 - $322
|
9.76K
$353K
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
7+ 3.66% |
$228 - $251
|
198
$7.17K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.25% |
$97.7 - $107
|
1.18K
$42.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
3+ 0.08% |
$97.7 - $107
|
3.57K
$129K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$97.7 - $107
|
17.9K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.01% |
$32.6 - $35.8
|
9K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|