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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
449+ 1.57% |
$16.1K - $17K
|
29K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-91.5K- 58.18% |
$3.27M - $3.47M
|
65.8K
$2.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62K+ 23.03% |
$165K - $175K
|
24.7K
$929K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 22.87% |
$144K - $153K
|
21.6K
$815K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
7.56K+ 0.44% |
$270K - $287K
|
1.72M
$64.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-72.1K- 6.82% |
$2.58M - $2.74M
|
986K
$37.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.09K- 39.55% |
$38.8K - $41.2K
|
1.66K
$62.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.2KNew |
$437K - $464K
|
12.2K
$460K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.03K+ 7.66% |
$108K - $115K
|
42.5K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.26K+ 18.36% |
$224K - $237K
|
40.4K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.29K- 3.39% |
$81.9K - $86.9K
|
65.2K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
37+ 0.28% |
$1.32K - $1.4K
|
13.4K
$504K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.27K- 7.87% |
$45.2K - $48K
|
14.8K
$558K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.2K+ 7.32% |
$578K - $613K
|
237K
$8.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
340K+ 77.47% |
$12.2M - $12.9M
|
779K
$29.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-8.37K- 8.13% |
$299K - $318K
|
94.6K
$3.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-109K- 9.03% |
$3.9M - $4.14M
|
1.1M
$41.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 2.04% |
$758K - $804K
|
1.06M
$39.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.17K- 3.72% |
$41.8K - $44.4K
|
30.3K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.54K+ 76.15% |
$90.8K - $96.3K
|
5.87K
$221K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.1K+ 7.3% |
$39.3K - $41.7K
|
16.2K
$608K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.27K+ 9.07% |
$117K - $124K
|
39.2K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-12K- 27.25% |
$430K - $456K
|
32.1K
$1.21M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
2.75K+ 17.49% |
$98.3K - $104K
|
18.5K
$696K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
925KNew |
$33.1M - $35.1M
|
925K
$34.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-33.5K- 1.26% |
$1.2M - $1.27M
|
2.62M
$98.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
2.87K+ 1.72% |
$103K - $109K
|
170K
$6.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
26.4K+ 3.86% |
$945K - $1M
|
712K
$26.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76.7K+ 13.08% |
$2.74M - $2.91M
|
663K
$25M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34.4K+ 4.79% |
$1.23M - $1.31M
|
753K
$28.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
29+ 0.01% |
$1.04K - $1.1K
|
485K
$18.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
41New |
$1.47K - $1.56K
|
41
$1.54K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-254K- 12.39% |
$9.07M - $9.62M
|
1.79M
$67.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.67KNew |
$203K - $215K
|
5.67K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
13.1K+ 2.95% |
$469K - $497K
|
457K
$17.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 13.27% |
$5.12M - $5.43M
|
1.22M
$46M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
376K+ 5.24% |
$13.4M - $14.2M
|
7.54M
$284M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.86K+ 23.94% |
$138K - $146K
|
20K
$752K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
9.59K+ 13.14% |
$343K - $364K
|
82.5K
$3.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.92K+ 2.58% |
$140K - $149K
|
156K
$5.88M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.66K+ 18.89% |
$274K - $291K
|
48.2K
$1.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
101+ 0.84% |
$3.61K - $3.83K
|
12.1K
$457K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-253- 4.33% |
$9.05K - $9.6K
|
5.59K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.44K+ 26.54% |
$159K - $169K
|
21.2K
$798K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.62K+ 14.38% |
$57.9K - $61.4K
|
12.9K
$485K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
36.9K+ 11.33% |
$1.32M - $1.4M
|
363K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$58.5K - $62K
|
1.64K
$61.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
668K+ 77.13% |
$23.9M - $25.3M
|
1.53M
$57.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.35K- 1.68% |
$48.2K - $51.1K
|
78.9K
$2.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-153- 1.1% |
$5.47K - $5.8K
|
13.8K
$520K
|
|