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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
74.5K+ 27.01% |
$2.51M - $2.66M
|
350K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.39K+ 20.68% |
$80.5K - $85.4K
|
14K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.33KNew |
$213K - $226K
|
6.33K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$911K - $967K
|
27.1K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
139KNew |
$4.67M - $4.95M
|
139K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 75.95% |
$2.81M - $2.98M
|
193K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.24K- 81.72% |
$75.1K - $79.8K
|
500
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
615+ 1.68% |
$20.7K - $21.9K
|
37.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-120K- 9.15% |
$4.02M - $4.27M
|
1.19M
$37.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 18.41% |
$363K - $386K
|
69.5K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 58.85% |
$411K - $436K
|
33K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
71.9K+ 560.92% |
$2.42M - $2.56M
|
84.7K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-907- 1.59% |
$30.5K - $32.4K
|
56K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-192K- 2.3% |
$6.45M - $6.85M
|
8.15M
$257M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-874- 0.45% |
$29.4K - $31.2K
|
194K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
14KNew |
$471K - $501K
|
14K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-621- 3.21% |
$20.9K - $22.2K
|
18.7K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
55.9K+ 10.2% |
$1.88M - $2M
|
604K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.5K+ 4.05% |
$2.77M - $2.94M
|
2.12M
$66.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.7K+ 28.44% |
$1.33M - $1.42M
|
179K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 2.48% |
$47.2K - $50.1K
|
55.2K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 2.57% |
$346K - $368K
|
411K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97KNew |
$234K - $249K
|
6.97K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 6.66% |
$23.4K - $24.8K
|
9.75K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
23KNew |
$773K - $821K
|
23K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
475KNew |
$16M - $16.9M
|
475K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$340K - $361K
|
10.1K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
141KNew |
$4.74M - $5.03M
|
141K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9K+ 7.68% |
$1.27M - $1.35M
|
531K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.64K- 1.52% |
$257K - $273K
|
495K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96K+ 18.67% |
$3.23M - $3.43M
|
610K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99K+ 8.51% |
$201K - $214K
|
76.4K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-83.2K- 5.77% |
$2.8M - $2.97M
|
1.36M
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-637- 0.07% |
$21.4K - $22.7K
|
894K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.79K+ 5.03% |
$127K - $135K
|
79.1K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.74K- 3.59% |
$126K - $133K
|
100K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
456KNew |
$15.3M - $16.3M
|
456K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.49K+ 10.54% |
$117K - $125K
|
36.6K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.35KNew |
$281K - $298K
|
8.35K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
68.4KNew |
$2.3M - $2.44M
|
68.4K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22K+ 1.35% |
$142K - $150K
|
316K
$9.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19K+ 166.98% |
$637K - $676K
|
30.3K
$956K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9.37KNew |
$315K - $334K
|
9.37K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31M+ 3.55% |
$44.1M - $46.8M
|
38.2M
$1.21B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.14K+ 3652.38% |
$206K - $219K
|
6.3K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
17.3KNew |
$581K - $617K
|
17.3K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
57.8K+ 17.72% |
$1.94M - $2.06M
|
384K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
110K+ 72.87% |
$3.71M - $3.93M
|
261K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
39+ 0.3% |
$1.31K - $1.39K
|
13.2K
$415K
|