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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 69.22% |
$435K - $461K
|
31.6K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12.3K+ 1.36% |
$415K - $441K
|
920K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 58.85% |
$411K - $436K
|
33K
$1.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$378K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.9K+ 2.59% |
$401K - $425K
|
473K
$14.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8K+ 13.5% |
$396K - $420K
|
99K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 12.98% |
$392K - $416K
|
101K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 18.41% |
$363K - $386K
|
69.5K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.8K+ 2.07% |
$362K - $384K
|
532K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 2.57% |
$346K - $368K
|
411K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$340K - $361K
|
10.1K
$317K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.81KNew |
$330K - $350K
|
9.81K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.61K+ 2.37% |
$323K - $343K
|
415K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9.37KNew |
$315K - $334K
|
9.37K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 2.63% |
$309K - $328K
|
358K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
9.13K+ 15.8% |
$307K - $326K
|
66.9K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.96K+ 64.26% |
$301K - $320K
|
22.9K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
8.59K+ 22.94% |
$289K - $306K
|
46K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.55KNew |
$287K - $305K
|
8.55K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.35KNew |
$281K - $298K
|
8.35K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
8.13K+ 106.55% |
$273K - $290K
|
15.8K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7.87KNew |
$264K - $281K
|
7.87K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.8K+ 42.65% |
$262K - $278K
|
26.1K
$818K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
7.79KNew |
$262K - $278K
|
7.79K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.51KNew |
$252K - $268K
|
7.51K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.26K+ 3.03% |
$244K - $259K
|
247K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.97KNew |
$234K - $249K
|
6.97K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.86KNew |
$231K - $245K
|
6.86K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
6.69K+ 75.89% |
$225K - $239K
|
15.5K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.66KNew |
$224K - $238K
|
6.66K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.63K+ 92.28% |
$223K - $237K
|
13.8K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.46KNew |
$217K - $231K
|
6.46K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6.41K+ 16.12% |
$216K - $229K
|
46.2K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.33KNew |
$213K - $226K
|
6.33K
$198K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.14K+ 3652.38% |
$206K - $219K
|
6.3K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99K+ 8.51% |
$201K - $214K
|
76.4K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
5.79K+ 11.94% |
$195K - $207K
|
54.3K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.68K+ 11.67% |
$191K - $203K
|
54.4K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.63K+ 21.54% |
$189K - $201K
|
31.8K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.58KNew |
$187K - $199K
|
5.58K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.57K+ 9.6% |
$187K - $199K
|
63.6K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.16K+ 113.49% |
$174K - $184K
|
9.71K
$304K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.06K+ 8.05% |
$170K - $181K
|
67.9K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.37K+ 35.76% |
$147K - $156K
|
16.6K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.34K+ 5.96% |
$146K - $155K
|
77.1K
$2.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.24K+ 1.7% |
$143K - $151K
|
253K
$7.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.22K+ 1.35% |
$142K - $150K
|
316K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
3.8K+ 1.29% |
$128K - $136K
|
299K
$9.37M
|