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 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26.9K+ 5.38% |
$964K - $1.02M
|
528K
$19.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.44K+ 54.56% |
$159K - $168K
|
12.6K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
51.9K+ 6.29% |
$1.85M - $1.97M
|
876K
$33M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
137K+ 16.54% |
$4.91M - $5.2M
|
966K
$36.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.76K- 1.11% |
$170K - $181K
|
426K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.45K+ 15.71% |
$195K - $207K
|
40.2K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$7.38M - $7.83M
|
206K
$7.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
$107 - $114
|
6.32K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.44K+ 0.36% |
$51.6K - $54.7K
|
397K
$14.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-795- 11.37% |
$28.4K - $30.2K
|
6.2K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-43.8K- 5.99% |
$1.57M - $1.66M
|
688K
$25.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-1.9K- 3.98% |
$68.1K - $72.2K
|
45.9K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5.17K- 11.29% |
$185K - $196K
|
40.6K
$1.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
65.1K+ 29.73% |
$2.33M - $2.47M
|
284K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-1.71K- 3.62% |
$61.1K - $64.8K
|
45.4K
$1.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
711New |
$25.4K - $27K
|
711
$26.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
102K+ 5.44% |
$3.65M - $3.87M
|
1.98M
$74.4M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
284KNew |
$10.2M - $10.8M
|
284K
$10.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
2.78K+ 0.54% |
$99.3K - $105K
|
516K
$19.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
400K+ 21.05% |
$14.3M - $15.2M
|
2.3M
$86.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
32.9K+ 3.41% |
$1.18M - $1.25M
|
996K
$37.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.12K+ 12.0% |
$183K - $194K
|
47.8K
$1.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$107 - $114
|
17.9K
$673K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.01K+ 2.77% |
$215K - $228K
|
223K
$8.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-263K- 31.41% |
$9.4M - $9.97M
|
574K
$21.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
30.4KNew |
$1.09M - $1.15M
|
30.4K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.65K+ 5.88% |
$166K - $176K
|
83.7K
$3.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-947- 20.95% |
$33.9K - $35.9K
|
3.57K
$135K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
562K+ 8.83% |
$20.1M - $21.3M
|
6.93M
$261M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.36K+ 3.08% |
$120K - $127K
|
112K
$4.23M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.19K+ 6.08% |
$42.6K - $45.2K
|
20.8K
$783K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.1K+ 28.07% |
$468K - $497K
|
59.8K
$2.25M
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
76+ 0.17% |
$2.72K - $2.88K
|
45.7K
$1.72M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14KNew |
$500K - $530K
|
14K
$527K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.34K+ 2.78% |
$227K - $241K
|
234K
$8.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.28% |
$1.04K - $1.1K
|
10.3K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
28+ 0.01% |
$1K - $1.06K
|
226K
$8.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 5.9% |
$767K - $814K
|
385K
$14.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
20.9K+ 7.79% |
$747K - $792K
|
289K
$10.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.96K+ 33.24% |
$249K - $264K
|
27.9K
$1.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.2K+ 6.27% |
$721K - $765K
|
341K
$12.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
10.3K+ 3.92% |
$368K - $390K
|
273K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
912+ 2.3% |
$32.6K - $34.6K
|
40.6K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.04K- 3.33% |
$37.2K - $39.4K
|
30.2K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 1.74% |
$295K - $313K
|
482K
$18.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-195- 1.71% |
$6.97K - $7.4K
|
11.2K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
29.5K+ 9.92% |
$1.06M - $1.12M
|
327K
$12.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.3K+ 120.05% |
$1.05M - $1.11M
|
53.7K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.14K+ 4.88% |
$148K - $157K
|
89K
$3.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
2.64K+ 5.09% |
$94.5K - $100K
|
54.6K
$2.06M
|
|