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 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
|
Spire Wealth Management
|
SELL
|
- |
-153- 1.1% |
$5.47K - $5.8K
|
13.8K
$520K
|
|
|
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
|
Hb Wealth Management, LLC
|
BUY
|
- |
668K+ 77.13% |
$23.9M - $25.3M
|
1.53M
$57.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.64KNew |
$58.5K - $62K
|
1.64K
$61.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 8.9% |
$6.28M - $6.66M
|
2.15M
$80.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22+ 0.28% |
$787 - $834
|
7.75K
$292K
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-8.59K- 4.29% |
$307K - $326K
|
192K
$7.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-25- 0.09% |
$894 - $948
|
28K
$1.05M
|
|
|
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
|
Nova R Wealth, Inc.
|
BUY
|
- |
41+ 0.28% |
$1.47K - $1.56K
|
14.5K
$546K
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
7.95K+ 2.78% |
$284K - $301K
|
293K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.58K+ 3.39% |
$92.4K - $98K
|
78.8K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.25K- 1.14% |
$259K - $275K
|
628K
$23.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10.8KNew |
$388K - $411K
|
10.8K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.4K+ 6.23% |
$444K - $470K
|
212K
$7.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.98K+ 2.2% |
$70.9K - $75.2K
|
92.1K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
38.1K+ 13.32% |
$1.36M - $1.45M
|
324K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19K+ 37.52% |
$680K - $722K
|
69.7K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.11K+ 5.88% |
$183K - $194K
|
91.9K
$3.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.29K+ 12.48% |
$82K - $87K
|
20.7K
$778K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 5.13% |
$129K - $137K
|
73.9K
$2.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.85K- 28.28% |
$245K - $260K
|
17.4K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-11.2K- 7.65% |
$402K - $426K
|
136K
$5.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-785- 4.16% |
$28.1K - $29.8K
|
18.1K
$681K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.5KNew |
$268K - $284K
|
7.5K
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.22K+ 4.04% |
$43.4K - $46.1K
|
31.3K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
918+ 0.13% |
$32.8K - $34.8K
|
705K
$26.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 363.41% |
$1.48M - $1.57M
|
52.9K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.32K+ 12.44% |
$82.8K - $87.8K
|
20.9K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.1K+ 4.14% |
$470K - $498K
|
331K
$12.4M
|
|