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
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 0.28% |
$749 - $824
|
8.14K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-43- 1.83% |
$1.4K - $1.54K
|
2.31K
$83.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 23.23% |
$4.17K - $4.58K
|
423
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-266- 0.37% |
$8.66K - $9.53K
|
71.6K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-328- 0.47% |
$10.7K - $11.7K
|
69.2K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-661- 6.54% |
$21.5K - $23.7K
|
9.45K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-677- 9.69% |
$22K - $24.3K
|
6.31K
$228K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-684- 1.24% |
$22.3K - $24.5K
|
54.5K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-959- 0.38% |
$31.2K - $34.4K
|
249K
$9.03M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-960- 5.12% |
$31.3K - $34.4K
|
17.8K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-982- 2.39% |
$32K - $35.2K
|
40.1K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 0.55% |
$33.3K - $36.6K
|
185K
$6.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 1.6% |
$36.5K - $40.2K
|
69K
$2.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.18K- 14.53% |
$38.3K - $42.1K
|
6.92K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.36K- 3.94% |
$44.3K - $48.7K
|
33.1K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1.39K- 10.03% |
$45.1K - $49.6K
|
12.4K
$450K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 7.35% |
$47.2K - $51.9K
|
18.3K
$662K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.57K- 0.61% |
$51.1K - $56.2K
|
256K
$9.25M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.65K- 2.09% |
$53.8K - $59.1K
|
77.5K
$2.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-1.67K- 4.17% |
$54.5K - $59.9K
|
38.4K
$1.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.73K- 5.16% |
$56.2K - $61.8K
|
31.7K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.82K- 5.09% |
$59.4K - $65.3K
|
34K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.89K- 0.46% |
$61.6K - $67.7K
|
409K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-1.93K- 12.31% |
$62.8K - $69.1K
|
13.7K
$497K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.23K- 9.89% |
$72.5K - $79.7K
|
20.3K
$734K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.33K- 0.44% |
$75.8K - $83.4K
|
530K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.52K- 18.07% |
$82.2K - $90.4K
|
11.4K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-2.6K- 2.28% |
$84.6K - $93K
|
111K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.78K- 2.35% |
$90.4K - $99.4K
|
116K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.84K- 0.6% |
$92.6K - $102K
|
469K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.88K- 0.58% |
$93.9K - $103K
|
492K
$17.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.23K- 1.02% |
$105K - $116K
|
313K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 0.87% |
$111K - $123K
|
390K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.44K- 0.72% |
$112K - $123K
|
473K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.5K- 57.38% |
$114K - $125K
|
2.6K
$94.1K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.61K- 0.23% |
$118K - $129K
|
1.58M
$57.3M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.75K- 0.28% |
$122K - $134K
|
1.36M
$49.1M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.87K- 3.86% |
$126K - $139K
|
96.4K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 1.0% |
$130K - $142K
|
393K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.06K- 1.99% |
$132K - $145K
|
200K
$7.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.15K- 33.84% |
$135K - $149K
|
8.11K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4.76K- 1.13% |
$155K - $171K
|
419K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-5.08K- 0.39% |
$166K - $182K
|
1.29M
$46.6M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.35K- 1.27% |
$207K - $228K
|
493K
$17.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.54K- 0.53% |
$213K - $234K
|
1.22M
$44.2M
|
|
|
May 12, 2025
Q1 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-6.69K- 2.56% |
$218K - $240K
|
255K
$9.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.93K- 2.18% |
$226K - $248K
|
311K
$11.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.13K- 37.56% |
$232K - $255K
|
11.9K
$429K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-7.45K- 0.97% |
$243K - $267K
|
763K
$27.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-8.17K- 20.79% |
$266K - $293K
|
31.1K
$1.13M
|