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 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.6KNew |
$1.13M - $1.2M
|
33.6K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.46K+ 20.13% |
$49.1K - $52.1K
|
8.71K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.79KNew |
$262K - $278K
|
7.79K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
33+ 0.25% |
$1.11K - $1.18K
|
13.4K
$424K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
167K+ 51.82% |
$5.61M - $5.96M
|
489K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.63K+ 22.16% |
$54.9K - $58.2K
|
9K
$284K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 3.84% |
$96.5K - $102K
|
71.9K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.1K+ 45.78% |
$744K - $790K
|
70.5K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 13.22% |
$48.1K - $51.1K
|
12.3K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
184KNew |
$6.2M - $6.58M
|
184K
$5.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.4K+ 36.09% |
$2.23M - $2.37M
|
250K
$7.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.11K- 1.21% |
$205K - $218K
|
499K
$15.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
43.2KNew |
$1.45M - $1.54M
|
43.2K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.9KNew |
$601K - $638K
|
17.9K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.87KNew |
$264K - $281K
|
7.87K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 17.38% |
$1.6M - $1.7M
|
321K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.57K+ 9.6% |
$187K - $199K
|
63.6K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3.75K+ 0.89% |
$126K - $134K
|
423K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
29.1KNew |
$978K - $1.04M
|
29.1K
$918K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
109K+ 8.7% |
$3.67M - $3.9M
|
1.36M
$43.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-480K- 72.87% |
$16.1M - $17.1M
|
179K
$5.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 81.05% |
$742K - $787K
|
49.3K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
33.4K+ 7.53% |
$1.12M - $1.19M
|
477K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
351K+ 71.26% |
$11.8M - $12.5M
|
843K
$26.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.6K+ 3.95% |
$1.33M - $1.41M
|
1.04M
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
587K+ 27.1% |
$19.7M - $20.9M
|
2.75M
$86.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 11.26% |
$65.7K - $69.7K
|
19.3K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
653KNew |
$21.9M - $23.3M
|
653K
$20.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.4KNew |
$47.2K - $50.1K
|
1.4K
$44.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
87.7KNew |
$2.95M - $3.13M
|
87.7K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.9K- 14.14% |
$63.7K - $67.7K
|
11.5K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.36K+ 69.96% |
$113K - $120K
|
8.16K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.5K+ 456.15% |
$1.63M - $1.73M
|
59.1K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23.4KNew |
$785K - $834K
|
23.4K
$737K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.1K+ 27.24% |
$509K - $540K
|
70.7K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33.9K+ 7.73% |
$1.14M - $1.21M
|
472K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-6.42K- 7.96% |
$216K - $229K
|
74.3K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-66.6K- 17.76% |
$2.24M - $2.38M
|
308K
$9.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
437KNew |
$14.7M - $15.6M
|
437K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
860+ 13.95% |
$28.9K - $30.7K
|
7.03K
$222K
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
32.1K+ 2.82% |
$1.08M - $1.15M
|
1.17M
$37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 1.7% |
$143K - $151K
|
253K
$8M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.19KNew |
$73.6K - $78.1K
|
2.19K
$69.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.86KNew |
$231K - $245K
|
6.86K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.7KNew |
$495K - $525K
|
14.7K
$465K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.68K+ 2.78% |
$90K - $95.6K
|
99.1K
$3.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8.95K- 1.13% |
$301K - $319K
|
782K
$24.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.9K+ 18.1% |
$906K - $961K
|
176K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 0.83% |
$680K - $721K
|
2.41M
$76.2M
|