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 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
|
Tru Independence LLC
|
SELL
|
- |
-25- 0.09% |
$894 - $948
|
28K
$1.05M
|
|
|
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 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
|
Nova R Wealth, Inc.
|
BUY
|
- |
41+ 0.28% |
$1.47K - $1.56K
|
14.5K
$546K
|
|
|
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
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26.9K+ 5.38% |
$964K - $1.02M
|
528K
$19.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.1K+ 4.14% |
$470K - $498K
|
331K
$12.4M
|
|
|
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
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 363.41% |
$1.48M - $1.57M
|
52.9K
$1.99M
|
|
|
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
|
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
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.76K- 1.11% |
$170K - $181K
|
426K
$16M
|
|
|
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
|
Global Retirement Partners, LLC
|
SELL
|
- |
-785- 4.16% |
$28.1K - $29.8K
|
18.1K
$681K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-11.2K- 7.65% |
$402K - $426K
|
136K
$5.11M
|
|
|
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
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 5.13% |
$129K - $137K
|
73.9K
$2.78M
|
|
|
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
|
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
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
2.78K+ 0.54% |
$99.3K - $105K
|
516K
$19.5M
|
|
|
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 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
400K+ 21.05% |
$14.3M - $15.2M
|
2.3M
$86.7M
|
|
|
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
|
|