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 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.05% |
$107 - $114
|
5.67K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-194- 0.43% |
$6.94K - $7.36K
|
44.5K
$1.68M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.01K+ 6.55% |
$251K - $266K
|
114K
$4.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-630- 6.29% |
$22.5K - $23.9K
|
9.39K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.5K+ 7.68% |
$89.4K - $94.8K
|
35.1K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-20.5K- 2.9% |
$735K - $779K
|
688K
$25.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
75.5K+ 9.86% |
$2.7M - $2.86M
|
841K
$31.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.6K+ 25.9% |
$3.42M - $3.63M
|
465K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.38KNew |
$228K - $242K
|
6.38K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-26.5K- 23.83% |
$947K - $1M
|
84.7K
$3.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.27K+ 6.63% |
$45.3K - $48K
|
20.4K
$767K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40.3K+ 3.8% |
$1.44M - $1.53M
|
1.1M
$41.5M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-422- 2.66% |
$15.1K - $16K
|
15.4K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2- 3.64% |
$71.5 - $75.9
|
53
$2K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.01K+ 1.88% |
$144K - $152K
|
217K
$8.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-34.7K- 74.05% |
$1.24M - $1.31M
|
12.1K
$457K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-33- 0.48% |
$1.18K - $1.25K
|
6.84K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
341K+ 5763.54% |
$12.2M - $12.9M
|
347K
$13.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 1.42% |
$1.17M - $1.24M
|
2.34M
$88.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4.2K+ 17.83% |
$150K - $159K
|
27.8K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
34.6KNew |
$1.24M - $1.31M
|
34.6K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
23.6K+ 4.77% |
$845K - $897K
|
519K
$19.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-20.3K- 12.21% |
$727K - $771K
|
146K
$5.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
12.1K+ 2.61% |
$433K - $460K
|
477K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.45K- 12.21% |
$51.9K - $55K
|
10.4K
$393K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
576+ 0.35% |
$20.6K - $21.8K
|
166K
$6.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
409+ 0.39% |
$14.6K - $15.5K
|
105K
$3.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.31K+ 2.6% |
$47K - $49.8K
|
51.8K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17.3K+ 3.86% |
$619K - $656K
|
466K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-24.1K- 16.07% |
$863K - $915K
|
126K
$4.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
94.3K+ 10.37% |
$3.37M - $3.58M
|
1M
$37.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25.6K+ 55.28% |
$917K - $973K
|
72K
$2.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.36K+ 2.76% |
$84.4K - $89.5K
|
87.8K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-496K- 31.09% |
$17.7M - $18.8M
|
1.1M
$41.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-25.5K- 4.63% |
$911K - $967K
|
525K
$19.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.23K+ 0.67% |
$79.8K - $84.6K
|
335K
$12.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-30.8K- 22.81% |
$1.1M - $1.17M
|
104K
$3.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
3.12K+ 4.08% |
$112K - $118K
|
79.6K
$3M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.94K+ 5.0% |
$177K - $187K
|
104K
$3.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-6.01K- 0.47% |
$215K - $228K
|
1.28M
$48.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.2K+ 46.0% |
$1.12M - $1.18M
|
99.1K
$3.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.73KNew |
$276K - $293K
|
7.73K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
26.7K+ 17.46% |
$955K - $1.01M
|
180K
$6.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
38+ 0.29% |
$1.36K - $1.44K
|
13.3K
$500K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-28K- 23.38% |
$1M - $1.06M
|
91.9K
$3.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.5M- 91.75% |
$1.2B - $1.27B
|
3.01M
$114M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.42K+ 2.08% |
$194K - $206K
|
266K
$10M
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
155+ 0.62% |
$5.54K - $5.88K
|
25.1K
$944K
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
14.9K+ 16.58% |
$532K - $565K
|
105K
$3.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$379K - $402K
|
10.6K
$399K
|
|