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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
6.92KNew |
$213K - $236K
|
6.92K
$261K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-65.6K- 23.24% |
$2.02M - $2.24M
|
217K
$8.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 6.61% |
$2.2M - $2.44M
|
1.15M
$43.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 35.29% |
$3.4M - $3.77M
|
424K
$16M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.46K+ 13.69% |
$137K - $152K
|
37.1K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
257New |
$7.9K - $8.76K
|
257
$9.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-968- 4.32% |
$29.8K - $33K
|
21.5K
$808K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$692K - $767K
|
22.5K
$848K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
45New |
$1.34K - $1.46K
|
45
$1.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$546K - $595K
|
18.4K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.64K- 93.29% |
$138K - $150K
|
334
$12.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.6KNew |
$435K - $474K
|
14.6K
$551K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.01KNew |
$30.1K - $32.8K
|
1.01K
$38.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 498.21% |
$7.4M - $8.07M
|
299K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.57KNew |
$46.7K - $50.9K
|
1.57K
$59.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
239K+ 12.83% |
$7.1M - $7.74M
|
2.1M
$79.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
182New |
$5.41K - $5.9K
|
182
$6.85K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.85KNew |
$204K - $222K
|
6.85K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.21K- 77.91% |
$36.1K - $39.3K
|
344
$13K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.59KNew |
$107K - $116K
|
3.59K
$135K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
212New |
$6.3K - $6.87K
|
212
$7.98K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
28K+ 39.79% |
$832K - $907K
|
98.4K
$3.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
179New |
$5.32K - $5.8K
|
179
$6.74K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 50.0% |
$29.7 - $32.4
|
1
$37.7
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.72K+ 1.0% |
$51.1K - $55.7K
|
174K
$6.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.59KNew |
$77K - $83.9K
|
2.59K
$97.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-820- 39.58% |
$24.4K - $26.6K
|
1.25K
$47.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-155- 57.2% |
$4.61K - $5.02K
|
116
$4.37K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 12.32% |
$218K - $245K
|
55.2K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
246New |
$6.93K - $7.78K
|
246
$9.26K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.6K- 85.82% |
$1.28M - $1.44M
|
7.53K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$4.1K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.34KNew |
$263K - $295K
|
9.34K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
601KNew |
$16.9M - $19M
|
601K
$22.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 4.85% |
$139K - $156K
|
107K
$4.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.38KNew |
$180K - $202K
|
6.38K
$240K
|
|
| Q4 2023 | |||||||
|
Jul 24, 2025
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-801- 10.0% |
$19.9K - $22.9K
|
7.21K
$271K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
312+ 4.55% |
$7.73K - $8.94K
|
7.18K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04MNew |
$25.9M - $29.9M
|
1.04M
$39.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-373- 2.71% |
$9.25K - $10.7K
|
13.4K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 6.55% |
$242K - $279K
|
159K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$9.92K - $11.5K
|
400
$15.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.48K- 1.91% |
$36.6K - $42.2K
|
75.6K
$2.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.09K- 12.88% |
$27K - $31.2K
|
7.38K
$278K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.78KNew |
$44.2K - $51K
|
1.78K
$67.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$40.4M
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
290New |
$7.44K - $7.92K
|
290
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.84KNew |
$72.7K - $77.5K
|
2.84K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$9.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
572New |
$14.7K - $15.6K
|
572
$21.5K
|
|