Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DUHP)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DUHP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
668K+ 77.13% |
$23.9M - $25.3M
|
1.53M
$57.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
562K+ 8.83% |
$20.1M - $21.3M
|
6.93M
$261M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
407K+ 29.3% |
$14.5M - $15.4M
|
1.8M
$67.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
400K+ 21.05% |
$14.3M - $15.2M
|
2.3M
$86.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
376K+ 5.24% |
$13.4M - $14.2M
|
7.54M
$284M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
341K+ 5763.54% |
$12.2M - $12.9M
|
347K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
340K+ 77.47% |
$12.2M - $12.9M
|
779K
$29.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
325KNew |
$11.6M - $12.3M
|
325K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
321KNew |
$11.5M - $12.2M
|
321K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
318K+ 20.68% |
$11.4M - $12M
|
1.85M
$69.8M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
284KNew |
$10.2M - $10.8M
|
284K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 20.59% |
$8.11M - $8.6M
|
1.33M
$50M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
223K+ 9.84% |
$7.99M - $8.47M
|
2.49M
$93.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$7.38M - $7.83M
|
206K
$7.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 13.27% |
$5.12M - $5.43M
|
1.22M
$46M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
132K+ 14.53% |
$4.71M - $4.99M
|
1.04M
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 34.0% |
$4.28M - $4.54M
|
472K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
120K+ 5.03% |
$4.28M - $4.54M
|
2.5M
$94.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
109K+ 26.71% |
$3.9M - $4.13M
|
517K
$19.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
102K+ 5.44% |
$3.65M - $3.87M
|
1.98M
$74.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.6K+ 25.9% |
$3.42M - $3.63M
|
465K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
94.3K+ 10.37% |
$3.37M - $3.58M
|
1M
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91K+ 71.85% |
$3.26M - $3.45M
|
218K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.9K+ 17.97% |
$3M - $3.18M
|
551K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76.7K+ 13.08% |
$2.74M - $2.91M
|
663K
$25M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
75.5K+ 9.86% |
$2.7M - $2.86M
|
841K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
74.1K+ 249.27% |
$2.65M - $2.81M
|
104K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.4KNew |
$2.62M - $2.78M
|
73.4K
$2.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
71.8K+ 15.7% |
$2.57M - $2.73M
|
529K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71.6K+ 4.4% |
$2.56M - $2.72M
|
1.7M
$64M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
67K+ 9.68% |
$2.4M - $2.54M
|
760K
$28.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.7K+ 93.7% |
$2.31M - $2.45M
|
134K
$5.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
64KNew |
$2.29M - $2.43M
|
64K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
51.2K+ 5.65% |
$1.83M - $1.94M
|
958K
$36.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
47K+ 83.78% |
$1.68M - $1.78M
|
103K
$3.88M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
45.3K+ 3.15% |
$1.62M - $1.72M
|
1.48M
$55.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
45.2K+ 4.88% |
$1.62M - $1.71M
|
970K
$36.5M
|
|
|
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 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
41.5K+ 363.41% |
$1.48M - $1.57M
|
52.9K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40.3K+ 3.8% |
$1.44M - $1.53M
|
1.1M
$41.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
38.1K+ 13.32% |
$1.36M - $1.45M
|
324K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
38K+ 9.1% |
$1.36M - $1.44M
|
456K
$17.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
36.9K+ 11.33% |
$1.32M - $1.4M
|
363K
$13.7M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
36.8KNew |
$1.32M - $1.4M
|
36.8K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34.4K+ 4.79% |
$1.23M - $1.31M
|
753K
$28.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
33.9K+ 86.05% |
$1.21M - $1.29M
|
73.4K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
33.9K+ 17.06% |
$1.21M - $1.29M
|
233K
$8.77M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 1.42% |
$1.17M - $1.24M
|
2.34M
$88.1M
|
|