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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
15.6K+ 7.8% |
$559K - $593K
|
216K
$8.13M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5K+ 4.22% |
$554K - $588K
|
383K
$14.4M
|
|
|
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
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.4K+ 46.75% |
$479K - $508K
|
42K
$1.58M
|
|
|
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 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.1K+ 4.14% |
$470K - $498K
|
331K
$12.4M
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.2KNew |
$435K - $462K
|
12.2K
$458K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
12.1K+ 2.61% |
$433K - $460K
|
477K
$18M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
12K+ 2.75% |
$428K - $454K
|
447K
$16.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.7K+ 3.12% |
$420K - $445K
|
387K
$14.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11.6KNew |
$413K - $438K
|
11.6K
$435K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
11.4K+ 12.6% |
$408K - $433K
|
102K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.3KNew |
$403K - $428K
|
11.3K
$425K
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
10.8KNew |
$388K - $411K
|
10.8K
$408K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
10.6KNew |
$379K - $402K
|
10.6K
$399K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
10.4KNew |
$370K - $393K
|
10.4K
$390K
|
|
|
Oct 15, 2025
Q3 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
10.3K+ 3.92% |
$368K - $390K
|
273K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
9.59K+ 13.14% |
$343K - $364K
|
82.5K
$3.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.51K+ 9.28% |
$340K - $361K
|
112K
$4.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.46K+ 113.28% |
$338K - $359K
|
17.8K
$671K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
8.77K+ 3.68% |
$314K - $333K
|
247K
$9.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.27K+ 3.69% |
$296K - $314K
|
232K
$8.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
8.26K+ 1.74% |
$295K - $313K
|
482K
$18.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
8.25K+ 1.93% |
$295K - $313K
|
435K
$16.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
7.95K+ 2.78% |
$284K - $301K
|
293K
$11M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.83K+ 10.69% |
$280K - $297K
|
81.1K
$3.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.78K+ 10.8% |
$278K - $295K
|
79.9K
$3.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
7.73KNew |
$276K - $293K
|
7.73K
$291K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.72K+ 126.41% |
$276K - $293K
|
13.8K
$521K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.7KNew |
$275K - $292K
|
7.7K
$290K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.66K+ 18.89% |
$274K - $291K
|
48.2K
$1.82M
|
|