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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-8.19K- 2.2% |
$267K - $293K
|
365K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-8.19K- 2.2% |
$267K - $293K
|
365K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10K- 46.55% |
$326K - $358K
|
11.5K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.1K- 7.95% |
$362K - $398K
|
129K
$4.66M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-11.3K- 13.34% |
$368K - $405K
|
73.4K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-11.9K- 7.64% |
$387K - $425K
|
144K
$5.19M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-12.3K- 45.52% |
$402K - $442K
|
14.8K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13.5K- 27.91% |
$440K - $484K
|
34.9K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-14.5K- 1.24% |
$473K - $520K
|
1.16M
$41.9M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-15.2K- 6.34% |
$496K - $546K
|
225K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.1K- 72.72% |
$556K - $611K
|
6.4K
$232K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-21.8K- 83.44% |
$709K - $780K
|
4.32K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.9K- 11.83% |
$745K - $819K
|
170K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-23.3K- 13.01% |
$759K - $835K
|
156K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-23.3K- 99.89% |
$760K - $836K
|
26
$941
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.9K- 22.66% |
$777K - $855K
|
81.5K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24.8K- 18.66% |
$809K - $889K
|
108K
$3.92M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-25K- 3.4% |
$816K - $897K
|
712K
$25.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 14.03% |
$817K - $898K
|
154K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.2K- 6.54% |
$821K - $902K
|
360K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-25.9K- 0.99% |
$845K - $929K
|
2.58M
$93.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-26.1K- 1.28% |
$851K - $936K
|
2.01M
$72.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-27.3K- 5.22% |
$888K - $977K
|
495K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-27.4K- 11.28% |
$891K - $980K
|
215K
$7.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-27.4K- 14.19% |
$893K - $982K
|
166K
$6M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-27.8K- 3.27% |
$907K - $997K
|
823K
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-29.5K- 9.55% |
$959K - $1.05M
|
279K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 1.22% |
$962K - $1.06M
|
2.38M
$86.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-29.6K- 2.46% |
$966K - $1.06M
|
1.18M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.5K- 3.49% |
$1.16M - $1.27M
|
981K
$35.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-42.4K- 66.69% |
$1.38M - $1.52M
|
21.2K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46.7K- 2.61% |
$1.52M - $1.67M
|
1.74M
$63M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-73.6K- 6.19% |
$2.4M - $2.64M
|
1.12M
$40.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-76K- 72.5% |
$2.48M - $2.72M
|
28.8K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-90.7K- 88.52% |
$2.95M - $3.25M
|
11.8K
$426K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-93.4K- 17.58% |
$3.04M - $3.34M
|
438K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-94.8K- 7.6% |
$3.09M - $3.4M
|
1.15M
$41.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
SELL
|
- |
-116K- 11.51% |
$3.79M - $4.17M
|
895K
$32.4M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-130K- 99.6% |
$4.23M - $4.66M
|
528
$19.1K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-137K- 21.72% |
$4.45M - $4.9M
|
493K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-164K- 6.39% |
$5.35M - $5.89M
|
2.41M
$87.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-195K- 56.7% |
$6.37M - $7M
|
149K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-282K- 17.2% |
$9.19M - $10.1M
|
1.36M
$49.2M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-291K- 69.65% |
$9.49M - $10.4M
|
127K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.59M- 67.06% |
$51.7M - $56.9M
|
780K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.2M- 8.37% |
$104M - $115M
|
35M
$1.27B
|