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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.79K- 39.13% |
$170K - $206K
|
9K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$14.5K - $17.5K
|
493
$18.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
350KNew |
$10.3M - $12.4M
|
350K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.23K+ 5.27% |
$36.1K - $43.7K
|
24.6K
$926K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-828- 8.57% |
$24.3K - $29.4K
|
8.83K
$333K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.35K- 12.75% |
$275K - $333K
|
64K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-30- 0.29% |
$881 - $1.07K
|
10.4K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 3456.06% |
$644K - $780K
|
22.6K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-635- 2.03% |
$18.6K - $22.6K
|
30.6K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-310- 1.79% |
$9.1K - $11K
|
17K
$639K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.55K- 43.34% |
$45.4K - $55K
|
2.02K
$76.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-568- 63.53% |
$16.7K - $20.2K
|
326
$12.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.57K+ 2.36% |
$45.9K - $55.7K
|
67.7K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$58.7 - $71.1
|
15.8K
$596K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.26K- 1.86% |
$36.8K - $44.6K
|
66.3K
$2.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
21.3KNew |
$625K - $757K
|
21.3K
$802K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.7K+ 7.96% |
$1.11M - $1.34M
|
511K
$19.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6.05KNew |
$178K - $215K
|
6.05K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.73K- 23.29% |
$139K - $168K
|
15.6K
$586K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
433New |
$12.7K - $15.4K
|
433
$16.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.5K- 91.85% |
$73.5K - $89K
|
222
$8.36K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.74K- 19.45% |
$80.3K - $97.3K
|
11.3K
$427K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-12- 0.12% |
$352 - $427
|
9.8K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-807- 4.46% |
$23.7K - $28.7K
|
17.3K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
810+ 3.47% |
$23.8K - $28.8K
|
24.2K
$910K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200New |
$5.87K - $7.11K
|
200
$7.53K
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-815- 9.7% |
$23.9K - $29K
|
7.59K
$286K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.19KNew |
$211K - $256K
|
7.19K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.08K+ 7.54% |
$60.9K - $73.8K
|
29.6K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.9KNew |
$438K - $530K
|
14.9K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
744New |
$21.8K - $26.5K
|
744
$28K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.47KNew |
$190K - $230K
|
6.47K
$244K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
6.44K+ 30.79% |
$189K - $229K
|
27.4K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.45KNew |
$219K - $265K
|
7.45K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
SELL
|
- |
-28.5K- 74.19% |
$837K - $1.01M
|
9.92K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-8.32K- 2.68% |
$244K - $296K
|
302K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5.7KNew |
$167K - $203K
|
5.7K
$215K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
6.32KNew |
$186K - $225K
|
6.32K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.94KNew |
$263K - $318K
|
8.94K
$337K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 286.36% |
$9.25K - $11.2K
|
425
$16K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-20.7K- 9.21% |
$609K - $737K
|
204K
$7.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.85KNew |
$83.5K - $101K
|
2.85K
$107K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
501KNew |
$14.7M - $17.8M
|
501K
$18.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16.6KNew |
$487K - $589K
|
16.6K
$624K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-47.3K- 36.23% |
$1.39M - $1.68M
|
83.3K
$3.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.12K- 15.22% |
$32.9K - $39.8K
|
6.24K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-844K- 97.4% |
$24.8M - $30M
|
22.5K
$849K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
32+ 16.16% |
$940 - $1.14K
|
230
$8.66K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
21.7KNew |
$708K - $778K
|
21.7K
$818K
|
|