Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DUHP)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-698- 0.02% |
$26K - $26.9K
|
2.81M
$106M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
70.4K+ 7.28% |
$2.62M - $2.71M
|
1.04M
$39M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.21K- 7.74% |
$44.8K - $46.4K
|
14.4K
$541K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.39% |
$1.38K - $1.42K
|
9.36K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 0.59% |
$89.2K - $92.3K
|
408K
$15.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-187- 0.1% |
$6.95K - $7.19K
|
192K
$7.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-192K- 14.54% |
$7.15M - $7.39M
|
1.13M
$42.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
241New |
$8.96K - $9.27K
|
241
$9.08K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-10.2K- 1.45% |
$379K - $392K
|
695K
$26.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-645- 1.1% |
$24K - $24.8K
|
57.8K
$2.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.99K- 26.75% |
$148K - $153K
|
10.9K
$411K
|
|
|
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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
137K+ 6.4% |
$5.11M - $5.29M
|
2.29M
$86.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.01K- 0.86% |
$37.4K - $38.7K
|
116K
$4.35M
|
|
| Q3 2025 | |||||||
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-88.5K- 34.03% |
$3.16M - $3.36M
|
172K
$6.46M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93M+ 187.42% |
$69.1M - $73.2M
|
2.96M
$112M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.72K+ 126.41% |
$276K - $293K
|
13.8K
$521K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-41.7K- 8.21% |
$1.49M - $1.58M
|
466K
$17.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24K+ 30.2% |
$858K - $910K
|
103K
$3.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.46KNew |
$159K - $169K
|
4.46K
$168K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.25% |
$107 - $114
|
1.19K
$44.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 1.84% |
$5.65K - $5.99K
|
8.74K
$329K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-63- -0.0% |
$2.25K - $2.39K
|
1.75M
$65.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.24KNew |
$151K - $161K
|
4.24K
$160K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
237New |
$8.48K - $8.99K
|
237
$8.93K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
381+ 1.41% |
$13.6K - $14.5K
|
27.4K
$1.03M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33.9K+ 86.05% |
$1.21M - $1.29M
|
73.4K
$2.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
71.8K+ 15.7% |
$2.57M - $2.73M
|
529K
$19.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23.4K+ 9.08% |
$836K - $886K
|
281K
$10.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.3K+ 6.5% |
$617K - $654K
|
283K
$10.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
518+ 7.31% |
$18.5K - $19.6K
|
7.6K
$286K
|
|
|
Nov 17, 2025
Q3 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
SELL
|
- |
-232K- 70.04% |
$8.29M - $8.8M
|
99.2K
$3.74M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
11.4K+ 12.6% |
$408K - $433K
|
102K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.4KNew |
$2.62M - $2.78M
|
73.4K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
321KNew |
$11.5M - $12.2M
|
321K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
74.1K+ 249.27% |
$2.65M - $2.81M
|
104K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.16M- 40.08% |
$41.6M - $44.1M
|
1.74M
$65.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8.77K+ 3.68% |
$314K - $333K
|
247K
$9.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 20.59% |
$8.11M - $8.6M
|
1.33M
$50M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.93K- 3.15% |
$141K - $149K
|
121K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.31K+ 7.82% |
$118K - $126K
|
45.6K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
464+ 0.56% |
$16.6K - $17.6K
|
82.9K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.11K- 28.89% |
$183K - $194K
|
12.6K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$403K - $428K
|
11.3K
$425K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
706+ 2.08% |
$25.2K - $26.8K
|
34.6K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 3.87% |
$38.8K - $41.1K
|
26.9K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.75KNew |
$241K - $256K
|
6.75K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.4K+ 41.24% |
$1.05M - $1.12M
|
101K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.87K+ 0.99% |
$174K - $185K
|
496K
$18.7M
|
|