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 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
31.6KNew |
$1.13M - $1.2M
|
31.6K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.2K+ 46.0% |
$1.12M - $1.18M
|
99.1K
$3.73M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
30.4KNew |
$1.09M - $1.15M
|
30.4K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
29.5K+ 9.92% |
$1.06M - $1.12M
|
327K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.4K+ 41.24% |
$1.05M - $1.12M
|
101K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
28.5K+ 1.22% |
$1.02M - $1.08M
|
2.37M
$89.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
28K+ 16.46% |
$1M - $1.06M
|
198K
$7.45M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
26.9K+ 5.38% |
$964K - $1.02M
|
528K
$19.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
26.7K+ 5.47% |
$953K - $1.01M
|
514K
$19.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
26.4K+ 3.86% |
$945K - $1M
|
712K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
25.7K+ 6.32% |
$917K - $973K
|
432K
$16.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
25.6K+ 55.28% |
$917K - $973K
|
72K
$2.71M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
24K+ 30.2% |
$858K - $910K
|
103K
$3.9M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
23.6K+ 4.77% |
$845K - $897K
|
519K
$19.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23.4K+ 9.08% |
$836K - $886K
|
281K
$10.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
22.8K+ 3.34% |
$816K - $865K
|
707K
$26.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
22.2KNew |
$795K - $843K
|
22.2K
$837K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
21.8K+ 49.49% |
$780K - $827K
|
65.9K
$2.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
21.5K+ 5.9% |
$767K - $814K
|
385K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
21.4K+ 6.62% |
$767K - $813K
|
345K
$13M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
21.2K+ 2.04% |
$758K - $804K
|
1.06M
$39.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.4K+ 12.14% |
$729K - $773K
|
188K
$7.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.2K+ 7.46% |
$722K - $765K
|
291K
$11M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
20.2K+ 6.27% |
$721K - $765K
|
341K
$12.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19K+ 37.52% |
$680K - $722K
|
69.7K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
18.9K+ 62.96% |
$677K - $718K
|
49K
$1.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17.3K+ 3.86% |
$619K - $656K
|
466K
$17.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.3K+ 6.5% |
$617K - $654K
|
283K
$10.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
17K+ 7.18% |
$608K - $645K
|
254K
$9.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$581K - $617K
|
16.3K
$612K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.2K+ 7.32% |
$578K - $613K
|
237K
$8.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16.1K+ 14.82% |
$574K - $609K
|
124K
$4.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15.4K+ 3.16% |
$550K - $583K
|
503K
$18.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
14.9K+ 16.58% |
$532K - $565K
|
105K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
14.5K+ 2.68% |
$517K - $548K
|
554K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.4K+ 4.81% |
$517K - $548K
|
314K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14KNew |
$501K - $531K
|
14K
$528K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
14KNew |
$500K - $530K
|
14K
$527K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13.7K+ 3.02% |
$490K - $519K
|
466K
$17.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
13.4K+ 61.38% |
$479K - $508K
|
35.2K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.4K+ 19.03% |
$478K - $507K
|
83.6K
$3.15M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
13.3K+ 9.96% |
$477K - $506K
|
147K
$5.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
13.3K+ 14.96% |
$477K - $505K
|
102K
$3.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
13.1K+ 2.95% |
$469K - $497K
|
457K
$17.2M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
13.1K+ 28.07% |
$468K - $497K
|
59.8K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 10.23% |
$468K - $496K
|
141K
$5.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
13K+ 9.27% |
$465K - $494K
|
153K
$5.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 12.25% |
$444K - $471K
|
114K
$4.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.4K+ 6.23% |
$444K - $470K
|
212K
$7.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.2KNew |
$437K - $464K
|
12.2K
$460K
|
|