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 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-7.37K- 20.73% |
$264K - $280K
|
28.2K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.55K+ 1.82% |
$55.4K - $58.8K
|
86.9K
$3.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
792K+ 38.16% |
$28.3M - $30M
|
2.87M
$108M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.59K+ 6.13% |
$164K - $174K
|
79.3K
$2.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 7.8% |
$559K - $593K
|
216K
$8.13M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-614K- 99.96% |
$21.9M - $23.3M
|
250
$9.42K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
36.1K+ 11.21% |
$1.29M - $1.37M
|
358K
$13.5M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
45.3K+ 3.15% |
$1.62M - $1.72M
|
1.48M
$55.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6.75K+ 0.55% |
$241K - $256K
|
1.24M
$46.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 19.03% |
$478K - $507K
|
83.6K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-11.3K- 0.96% |
$406K - $430K
|
1.16M
$43.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
443+ 0.22% |
$15.8K - $16.8K
|
204K
$7.69M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-65.5K- 13.92% |
$2.34M - $2.48M
|
405K
$15.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.72K+ 25.21% |
$133K - $141K
|
18.5K
$696K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.7K+ 3.02% |
$490K - $519K
|
466K
$17.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59.9K+ 11.17% |
$2.14M - $2.27M
|
597K
$22.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
22.2KNew |
$795K - $843K
|
22.2K
$837K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
13.3K+ 9.96% |
$477K - $506K
|
147K
$5.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
407K+ 29.3% |
$14.5M - $15.4M
|
1.8M
$67.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
42.5K+ 176.64% |
$1.52M - $1.61M
|
66.5K
$2.51M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-2.42K- 17.49% |
$86.5K - $91.8K
|
11.4K
$430K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
218K+ 20.21% |
$7.8M - $8.27M
|
1.3M
$48.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.78K+ 35.86% |
$99.5K - $106K
|
10.5K
$397K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5K+ 4.22% |
$554K - $588K
|
383K
$14.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
53+ 0.82% |
$1.9K - $2.01K
|
6.5K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.27K+ 3.69% |
$296K - $314K
|
232K
$8.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.15K- 14.6% |
$77K - $81.7K
|
12.6K
$475K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62.9KNew |
$2.25M - $2.39M
|
62.9K
$2.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.85K+ 1.66% |
$138K - $146K
|
235K
$8.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
30+ 0.07% |
$1.07K - $1.14K
|
41.3K
$1.55M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-22- 0.04% |
$787 - $834
|
58.5K
$2.2M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 1.11% |
$160K - $169K
|
406K
$15.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-300- 0.09% |
$10.7K - $11.4K
|
349K
$13.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.7K+ 3.12% |
$420K - $445K
|
387K
$14.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.92K+ 6.26% |
$140K - $149K
|
66.5K
$2.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
21+ 0.17% |
$751 - $797
|
12.1K
$455K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 0.27% |
$822 - $872
|
8.42K
$317K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.4K+ 46.75% |
$479K - $508K
|
42K
$1.58M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36.8KNew |
$1.32M - $1.4M
|
36.8K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
222+ 0.19% |
$7.94K - $8.42K
|
117K
$4.39M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 43.48% |
$4.6M - $5.57M
|
517K
$19.5M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-85.6K- 32.36% |
$2.51M - $3.04M
|
179K
$6.74M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 10.6% |
$575K - $696K
|
204K
$7.7M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
134New |
$3.93K - $4.77K
|
134
$5.05K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
5.66KNew |
$166K - $201K
|
5.66K
$213K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
5.45KNew |
$160K - $194K
|
5.45K
$205K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
361+ 5.22% |
$10.6K - $12.8K
|
7.28K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
589New |
$17.3K - $20.9K
|
589
$22.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 372.54% |
$1.07M - $1.29M
|
46.1K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.33KNew |
$39K - $47.2K
|
1.33K
$50K
|
|