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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.33K+ 14.64% |
$119K - $126K
|
26.1K
$983K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12K+ 2.75% |
$428K - $454K
|
447K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-2.36K- 4.93% |
$84.2K - $89.3K
|
45.4K
$1.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.5K+ 1.22% |
$1.02M - $1.08M
|
2.37M
$89.2M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
7.27K+ 1.01% |
$260K - $276K
|
729K
$27.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 12.25% |
$444K - $471K
|
114K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.71K- 8.73% |
$61.1K - $64.8K
|
17.9K
$672K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-72.1K- 6.82% |
$2.58M - $2.74M
|
986K
$37.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.23KNew |
$79.9K - $84.7K
|
2.23K
$84.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.8K- 24.67% |
$100K - $106K
|
8.55K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-226- 0.39% |
$8.08K - $8.57K
|
57.4K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
792+ 0.3% |
$28.3K - $30K
|
262K
$9.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.24K+ 1.49% |
$80K - $84.9K
|
153K
$5.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
744+ 74.4% |
$26.6K - $28.2K
|
1.74K
$65.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.1K- 9.78% |
$75K - $79.5K
|
19.3K
$728K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.7K+ 93.7% |
$2.31M - $2.45M
|
134K
$5.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.44K+ 0.36% |
$51.6K - $54.7K
|
397K
$14.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 10.23% |
$468K - $496K
|
141K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
13.3K+ 14.96% |
$477K - $505K
|
102K
$3.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.2K+ 7.46% |
$722K - $765K
|
291K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-569- 54.19% |
$20.3K - $21.6K
|
481
$18.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-10.9K- 36.31% |
$389K - $412K
|
19.1K
$718K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-1.99K- 23.94% |
$71.2K - $75.6K
|
6.33K
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
21.4K+ 6.62% |
$767K - $813K
|
345K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
22.2K+ 1.06% |
$796K - $844K
|
2.12M
$80M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
420+ 3.57% |
$15K - $15.9K
|
12.2K
$459K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.2K+ 5.65% |
$1.83M - $1.94M
|
958K
$36.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
93New |
$3.33K - $3.53K
|
93
$3.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 1.88% |
$159K - $169K
|
242K
$9.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
64KNew |
$2.29M - $2.43M
|
64K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-24.2K- 18.09% |
$867K - $919K
|
110K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.04M- 46.72% |
$37.1M - $39.4M
|
1.18M
$44.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
551+ 3.56% |
$19.7K - $20.9K
|
16K
$604K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
57.2K+ 4.52% |
$2.05M - $2.17M
|
1.32M
$49.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.23K- 9.25% |
$151K - $161K
|
41.5K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
401+ 2.78% |
$14.3K - $15.2K
|
14.8K
$558K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
11+ 0.12% |
$393 - $417
|
8.95K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
461New |
$16.5K - $17.5K
|
461
$17.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.2K- 2.79% |
$1.01M - $1.07M
|
980K
$36.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
402+ 1.48% |
$14.4K - $15.2K
|
27.6K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.86K- 33.38% |
$210K - $222K
|
11.7K
$441K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.14% |
$393 - $417
|
7.72K
$291K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4KNew |
$370K - $393K
|
10.4K
$390K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
26.7K+ 5.47% |
$953K - $1.01M
|
514K
$19.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.46K+ 113.28% |
$338K - $359K
|
17.8K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.66KNew |
$59.3K - $62.9K
|
1.66K
$62.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-201- 9.19% |
$7.19K - $7.62K
|
1.99K
$74.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.3K+ 0.61% |
$118K - $125K
|
540K
$20.3M
|
|