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 30, 2025
Q3 2025
|
Planning Center, Inc.
|
BUY
|
- |
7.56K+ 0.44% |
$270K - $287K
|
1.72M
$64.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.5KNew |
$268K - $284K
|
7.5K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
7.27K+ 1.01% |
$260K - $276K
|
729K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.16K+ 3.01% |
$256K - $271K
|
245K
$9.21M
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
7.01K+ 6.55% |
$251K - $266K
|
114K
$4.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.99K+ 34.03% |
$250K - $265K
|
27.5K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
6.96K+ 33.24% |
$249K - $264K
|
27.9K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6.75K+ 0.55% |
$241K - $256K
|
1.24M
$46.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.75KNew |
$241K - $256K
|
6.75K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
6.68K+ 1.32% |
$239K - $253K
|
514K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.38KNew |
$228K - $242K
|
6.38K
$240K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
6.34K+ 2.78% |
$227K - $241K
|
234K
$8.82M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
6.26K+ 18.36% |
$224K - $237K
|
40.4K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.26KNew |
$224K - $237K
|
6.26K
$236K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.01K+ 2.77% |
$215K - $228K
|
223K
$8.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.85K+ 68.83% |
$209K - $222K
|
14.4K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.75K+ 3.69% |
$206K - $218K
|
162K
$6.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.67KNew |
$203K - $215K
|
5.67K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.59KNew |
$200K - $212K
|
5.59K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.45K+ 15.71% |
$195K - $207K
|
40.2K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
5.45K+ 1.04% |
$195K - $207K
|
530K
$19.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.42K+ 2.08% |
$194K - $206K
|
266K
$10M
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.41K+ 56.78% |
$194K - $205K
|
14.9K
$563K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.12K+ 12.0% |
$183K - $194K
|
47.8K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5.11K+ 5.88% |
$183K - $194K
|
91.9K
$3.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.94K+ 5.0% |
$177K - $187K
|
104K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.87K+ 0.99% |
$174K - $185K
|
496K
$18.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.65K+ 5.88% |
$166K - $176K
|
83.7K
$3.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.62K+ 23.03% |
$165K - $175K
|
24.7K
$929K
|
|
|
Nov 13, 2025
Q3 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.59K+ 4.45% |
$164K - $174K
|
108K
$4.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.59K+ 6.13% |
$164K - $174K
|
79.3K
$2.99M
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.47K+ 1.11% |
$160K - $169K
|
406K
$15.3M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.46KNew |
$159K - $169K
|
4.46K
$168K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.46K+ 1.88% |
$159K - $169K
|
242K
$9.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.44K+ 26.54% |
$159K - $169K
|
21.2K
$798K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.44K+ 54.56% |
$159K - $168K
|
12.6K
$474K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.24KNew |
$151K - $161K
|
4.24K
$160K
|
|
|
Nov 06, 2025
Q3 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4.2K+ 17.83% |
$150K - $159K
|
27.8K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.14K+ 4.88% |
$148K - $157K
|
89K
$3.35M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 22.87% |
$144K - $153K
|
21.6K
$815K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.02K+ 45.55% |
$144K - $152K
|
12.8K
$484K
|
|
|
Nov 06, 2025
Q3 2025
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
4.01K+ 1.88% |
$144K - $152K
|
217K
$8.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.98KNew |
$142K - $151K
|
3.98K
$150K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
3.92K+ 2.58% |
$140K - $149K
|
156K
$5.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.92K+ 6.26% |
$140K - $149K
|
66.5K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.86K+ 23.94% |
$138K - $146K
|
20K
$752K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.85K+ 1.66% |
$138K - $146K
|
235K
$8.87M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.72K+ 25.21% |
$133K - $141K
|
18.5K
$696K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.61K+ 5.13% |
$129K - $137K
|
73.9K
$2.78M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.36K+ 3.08% |
$120K - $127K
|
112K
$4.23M
|
|