Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
684K+ 818.85% |
$25.4M - $26.3M
|
768K
$28.9M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
328K+ 1576.5% |
$12.2M - $12.6M
|
349K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
296K+ 12.85% |
$11M - $11.4M
|
2.6M
$97.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
288K+ 122.94% |
$10.7M - $11.1M
|
521K
$19.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
137K+ 6.4% |
$5.11M - $5.29M
|
2.29M
$86.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
111K+ 499.54% |
$4.13M - $4.27M
|
133K
$5.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
107K+ 3.72% |
$3.97M - $4.11M
|
2.97M
$112M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
95.1KNew |
$3.54M - $3.66M
|
95.1K
$3.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
94.6K+ 9.88% |
$3.52M - $3.64M
|
1.05M
$39.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
81.2KNew |
$3.02M - $3.12M
|
81.2K
$3.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
71K+ 8.44% |
$2.64M - $2.73M
|
912K
$34.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
70.4K+ 7.28% |
$2.62M - $2.71M
|
1.04M
$39M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
54.2K+ 7.62% |
$2.02M - $2.09M
|
766K
$28.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
48.5K+ 17.08% |
$1.8M - $1.87M
|
333K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
45.3K+ 13.0% |
$1.69M - $1.74M
|
394K
$14.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
41K+ 7.98% |
$1.52M - $1.58M
|
555K
$20.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
36.2K+ 23.16% |
$1.34M - $1.39M
|
192K
$7.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
35K+ 9.78% |
$1.3M - $1.35M
|
393K
$14.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
34.2K+ 51.41% |
$1.27M - $1.32M
|
101K
$3.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
32.1K+ 11.11% |
$1.19M - $1.24M
|
321K
$12.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
31.3K+ 58.24% |
$1.16M - $1.2M
|
85K
$3.2M
|
|
|
Jan 22, 2026
Q4 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
30.4K+ 2.61% |
$1.13M - $1.17M
|
1.19M
$45M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
26.6K+ 14.79% |
$988K - $1.02M
|
206K
$7.77M
|
|
|
Jan 22, 2026
Q4 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
25K+ 4.74% |
$930K - $962K
|
553K
$20.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.1K+ 68.67% |
$895K - $926K
|
59.1K
$2.23M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
23.7K+ 35.63% |
$881K - $912K
|
90.2K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.5K+ 1.65% |
$798K - $825K
|
1.32M
$49.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 3.03% |
$774K - $801K
|
709K
$26.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.5K+ 0.96% |
$761K - $787K
|
2.14M
$80.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
19.9K+ 6.58% |
$739K - $765K
|
322K
$12.1M
|
|
|
Jan 23, 2026
Q4 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
18.7K+ 3.6% |
$694K - $718K
|
537K
$20.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
18.1KNew |
$674K - $698K
|
18.1K
$683K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18K+ 42.81% |
$669K - $693K
|
60.1K
$2.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.7KNew |
$585K - $605K
|
15.7K
$592K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.7KNew |
$583K - $604K
|
15.7K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.3K+ 3.69% |
$531K - $550K
|
402K
$15.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
13.7K+ 1.37% |
$508K - $526K
|
1.01M
$38M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.22% |
$416K - $430K
|
358K
$13.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11K+ 9.83% |
$409K - $424K
|
123K
$4.63M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
10.6K+ 30.64% |
$394K - $408K
|
45.2K
$1.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.5K+ 13.28% |
$392K - $405K
|
89.9K
$3.38M
|
|
|
Jan 23, 2026
Q4 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
9.83K+ 6.67% |
$365K - $378K
|
157K
$5.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.31KNew |
$346K - $358K
|
9.31K
$351K
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.85K+ 2.59% |
$329K - $340K
|
350K
$13.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
8.73K+ 4.04% |
$325K - $336K
|
225K
$8.46M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.21K+ 3.5% |
$305K - $316K
|
242K
$9.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.09K+ 1.75% |
$264K - $273K
|
412K
$15.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
6.99K+ 2.11% |
$260K - $269K
|
338K
$12.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 49.88% |
$233K - $241K
|
18.9K
$710K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.64K+ 8.96% |
$210K - $217K
|
68.6K
$2.58M
|
|