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 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 0.25% |
$79.7K - $84.7K
|
969K
$30.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.34K+ 5.96% |
$146K - $155K
|
77.1K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
67.7KNew |
$2.27M - $2.41M
|
67.7K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
21.9K+ 21.17% |
$737K - $783K
|
126K
$3.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
679+ 0.41% |
$22.8K - $24.2K
|
164K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52.2K+ 9.31% |
$1.76M - $1.86M
|
613K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.96K+ 64.26% |
$301K - $320K
|
22.9K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
131KNew |
$4.39M - $4.66M
|
131K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 47.05% |
$453K - $481K
|
42.1K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-44.3K- 1.67% |
$1.49M - $1.58M
|
2.61M
$82.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
19.7K+ 0.98% |
$664K - $705K
|
2.04M
$64.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.13K+ 106.55% |
$273K - $290K
|
15.8K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
81.9K+ 35.71% |
$2.75M - $2.92M
|
311K
$9.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$54.3M - $57.6M
|
1.61M
$51M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.9K+ 6.39% |
$1.88M - $1.99M
|
931K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
69+ 0.6% |
$2.32K - $2.46K
|
11.5K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
37.1KNew |
$1.25M - $1.33M
|
37.1K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.1K- 13.88% |
$1.05M - $1.11M
|
193K
$6.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.51KNew |
$252K - $268K
|
7.51K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
212K+ 11.57% |
$7.12M - $7.56M
|
2.04M
$64.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 11.27% |
$971K - $1.03M
|
285K
$9M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.02KNew |
$34.1K - $36.2K
|
1.02K
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.5K+ 284.84% |
$722K - $766K
|
29K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.8K+ 42.65% |
$262K - $278K
|
26.1K
$823K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
23+ 0.29% |
$773 - $821
|
7.98K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.41K+ 16.12% |
$216K - $229K
|
46.2K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
467New |
$15.7K - $16.7K
|
467
$14.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 4.34% |
$5.75K - $6.1K
|
3.77K
$119K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 69.22% |
$435K - $461K
|
31.6K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
86.1K+ 9.45% |
$2.9M - $3.07M
|
998K
$31.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36.4KNew |
$1.22M - $1.3M
|
36.4K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.06K+ 8.05% |
$170K - $181K
|
67.9K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.92K- 1.22% |
$166K - $176K
|
398K
$12.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
50.5KNew |
$1.7M - $1.8M
|
50.5K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.86K+ 3.98% |
$62.4K - $66.2K
|
48.4K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.21K- 1.51% |
$276K - $293K
|
536K
$16.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.61K+ 2.37% |
$323K - $343K
|
415K
$13.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-192K- 50.76% |
$6.44M - $6.84M
|
186K
$5.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-172K- 9.51% |
$5.8M - $6.15M
|
1.64M
$51.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-14K- 1.07% |
$470K - $499K
|
1.29M
$40.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
283+ 154.64% |
$9.51K - $10.1K
|
466
$14.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
527K+ 751.59% |
$17.7M - $18.8M
|
597K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
754+ 0.58% |
$25.3K - $26.9K
|
131K
$4.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
15.7K+ 175.23% |
$529K - $561K
|
24.7K
$779K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
250KNew |
$8.4M - $8.91M
|
250K
$7.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
651KNew |
$21.9M - $23.2M
|
651K
$20.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.9K+ 2.59% |
$401K - $425K
|
473K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 113.49% |
$174K - $184K
|
9.71K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.8K+ 2.07% |
$362K - $384K
|
532K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
38.9K+ 5.66% |
$1.31M - $1.39M
|
727K
$22.9M
|