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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.45K+ 22.79% |
$112K - $124K
|
18.6K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.8K+ 51.35% |
$613K - $674K
|
55.4K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
31.8KNew |
$1.04M - $1.14M
|
31.8K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20K+ 5.91% |
$651K - $716K
|
358K
$13.5M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
31New |
$1.01K - $1.11K
|
31
$1.17K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
310+ 1.07% |
$10.1K - $11.1K
|
29.3K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10K- 46.55% |
$326K - $358K
|
11.5K
$432K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
29New |
$945 - $1.04K
|
29
$1.09K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
63New |
$2.05K - $2.26K
|
63
$2.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84.1KNew |
$2.74M - $3.01M
|
84.1K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.5K- 57.38% |
$114K - $125K
|
2.6K
$97.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.19KNew |
$104K - $114K
|
3.19K
$120K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
91+ 0.85% |
$2.96K - $3.26K
|
10.9K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.13KNew |
$200K - $219K
|
6.13K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
141K+ 2.04% |
$4.6M - $5.06M
|
7.05M
$265M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-90.7K- 88.52% |
$2.95M - $3.25M
|
11.8K
$443K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 23.23% |
$4.17K - $4.58K
|
423
$15.9K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.51K+ 156.46% |
$50.9K - $54K
|
2.48K
$93.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2K+ 52.26% |
$511K - $542K
|
44.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
122New |
$4.1K - $4.35K
|
122
$4.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$340K - $361K
|
10.1K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
615+ 1.68% |
$20.7K - $21.9K
|
37.2K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-192K- 2.3% |
$6.45M - $6.85M
|
8.15M
$307M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
33+ 0.25% |
$1.11K - $1.18K
|
13.4K
$505K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
87.7KNew |
$2.95M - $3.13M
|
87.7K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.9K- 14.14% |
$63.7K - $67.7K
|
11.5K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.42K- 7.96% |
$216K - $229K
|
74.3K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.13K+ 106.55% |
$273K - $290K
|
15.8K
$594K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.02KNew |
$34.1K - $36.2K
|
1.02K
$38.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.29% |
$773 - $821
|
7.98K
$300K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
283+ 154.64% |
$9.51K - $10.1K
|
466
$17.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
798New |
$26.8K - $28.5K
|
798
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$34.6K - $36.7K
|
1.03K
$38.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
232New |
$7.8K - $8.28K
|
232
$8.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
55+ 4.82% |
$1.85K - $1.96K
|
1.2K
$45K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.37KNew |
$113K - $120K
|
3.37K
$127K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
349New |
$11.7K - $12.5K
|
349
$13.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
161K+ 1235.38% |
$4.94M - $5.47M
|
174K
$6.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 3.13% |
$2K - $2.21K
|
2.01K
$75.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.6K+ 67.45% |
$264K - $293K
|
21.4K
$804K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
113New |
$3.47K - $3.85K
|
113
$4.26K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36- 0.02% |
$1.11K - $1.23K
|
194K
$7.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.18KNew |
$159K - $176K
|
5.18K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.89KNew |
$181K - $201K
|
5.89K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 22.93% |
$77.3K - $85.7K
|
13.5K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
806New |
$24.8K - $27.5K
|
806
$30.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
395New |
$12.1K - $13.5K
|
395
$14.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
67+ 0.98% |
$2.06K - $2.28K
|
6.93K
$261K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
79New |
$2.43K - $2.69K
|
79
$2.98K
|
|