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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
604K+ 89.47% |
$19.7M - $21.6M
|
1.28M
$40.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-6.93K- 2.18% |
$226K - $248K
|
311K
$9.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.87K+ 4.53% |
$93.4K - $103K
|
66.2K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.54K+ 30.31% |
$278K - $306K
|
36.7K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.47K+ 19.63% |
$80.5K - $88.6K
|
15.1K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.72K+ 10.93% |
$316K - $348K
|
98.6K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141K+ 2.04% |
$4.6M - $5.06M
|
7.05M
$222M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-8.17K- 20.79% |
$266K - $293K
|
31.1K
$982K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
59.6K+ 2.21% |
$1.94M - $2.14M
|
2.76M
$87M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
77.8K+ 342.8% |
$2.53M - $2.79M
|
101K
$3.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
72.6K+ 70.76% |
$2.36M - $2.6M
|
175K
$5.53M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
62.6K+ 4.98% |
$2.04M - $2.24M
|
1.32M
$41.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
48.6K+ 16.95% |
$1.58M - $1.74M
|
335K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-27.3K- 5.22% |
$888K - $977K
|
495K
$15.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.6K+ 4.88% |
$539K - $593K
|
356K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
361+ 1.35% |
$11.8K - $12.9K
|
27K
$852K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
3.24K+ 1.44% |
$105K - $116K
|
228K
$7.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
197K+ 874.12% |
$6.41M - $7.05M
|
219K
$6.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
13.8K+ 5.75% |
$448K - $493K
|
253K
$7.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
27.2KNew |
$885K - $973K
|
27.2K
$857K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
20.8K+ 10.79% |
$676K - $743K
|
213K
$6.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 5.08% |
$134K - $147K
|
84.9K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
108K+ 10.49% |
$3.5M - $3.85M
|
1.13M
$35.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-90.7K- 88.52% |
$2.95M - $3.25M
|
11.8K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
91.9K+ 5.42% |
$2.99M - $3.29M
|
1.79M
$56.4M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 7.35% |
$47.2K - $51.9K
|
18.3K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.64K+ 3.96% |
$53.5K - $58.9K
|
43.1K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 1.6% |
$36.5K - $40.2K
|
69K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
7.7KNew |
$251K - $276K
|
7.7K
$243K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
82.4KNew |
$2.68M - $2.95M
|
82.4K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-24.8K- 18.66% |
$809K - $889K
|
108K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.38K+ 8.52% |
$110K - $121K
|
43K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.4K+ 9.54% |
$631K - $693K
|
222K
$7.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
53.4K+ 116.54% |
$1.74M - $1.91M
|
99.3K
$3.13M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
24.3K+ 157.05% |
$790K - $869K
|
39.7K
$1.25M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
30.3K+ 114.27% |
$986K - $1.08M
|
56.8K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.23K- 1.02% |
$105K - $116K
|
313K
$9.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
897K+ 168.58% |
$29.2M - $32.1M
|
1.43M
$45.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13K+ 3.76% |
$424K - $467K
|
359K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 1.79% |
$34.5K - $37.9K
|
60.1K
$1.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-29.6K- 2.46% |
$966K - $1.06M
|
1.18M
$37.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.37K+ 0.36% |
$240K - $264K
|
2.04M
$64.3M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.42K- 0.87% |
$111K - $123K
|
390K
$12.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 1.0% |
$130K - $142K
|
393K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.4K+ 1.99% |
$306K - $337K
|
483K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
800+ 7.57% |
$26.1K - $28.7K
|
11.4K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.13K- 37.56% |
$232K - $255K
|
11.9K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.47KNew |
$211K - $232K
|
6.47K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.4K+ 19.78% |
$1.8M - $1.98M
|
335K
$10.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.06K- 1.99% |
$132K - $145K
|
200K
$6.32M
|