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
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
464+ 0.56% |
$16.6K - $17.6K
|
82.9K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
461New |
$16.5K - $17.5K
|
461
$17.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
449+ 1.57% |
$16.1K - $17K
|
29K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
443+ 0.22% |
$15.8K - $16.8K
|
204K
$7.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
420+ 3.57% |
$15K - $15.9K
|
12.2K
$459K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
409+ 0.39% |
$14.6K - $15.5K
|
105K
$3.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
402+ 1.48% |
$14.4K - $15.2K
|
27.6K
$1.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
401+ 2.78% |
$14.3K - $15.2K
|
14.8K
$558K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
381+ 1.41% |
$13.6K - $14.5K
|
27.4K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
308+ 2.72% |
$11K - $11.7K
|
11.7K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
302+ 4.72% |
$10.8K - $11.5K
|
6.71K
$253K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
237New |
$8.48K - $8.99K
|
237
$8.93K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
222+ 0.19% |
$7.94K - $8.42K
|
117K
$4.39M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
158+ 1.84% |
$5.65K - $5.99K
|
8.74K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
155+ 0.62% |
$5.54K - $5.88K
|
25.1K
$944K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
101+ 0.84% |
$3.61K - $3.83K
|
12.1K
$457K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
93New |
$3.33K - $3.53K
|
93
$3.5K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
76+ 0.17% |
$2.72K - $2.88K
|
45.7K
$1.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
53+ 0.82% |
$1.9K - $2.01K
|
6.5K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
41New |
$1.47K - $1.56K
|
41
$1.54K
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
41+ 0.28% |
$1.47K - $1.56K
|
14.5K
$546K
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
BUY
|
- |
38+ 0.29% |
$1.36K - $1.44K
|
13.3K
$500K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
BUY
|
- |
37+ 0.28% |
$1.32K - $1.4K
|
13.4K
$504K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
30+ 0.07% |
$1.07K - $1.14K
|
41.3K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
29+ 0.01% |
$1.04K - $1.1K
|
485K
$18.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
29+ 0.28% |
$1.04K - $1.1K
|
10.3K
$387K
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
28+ 0.01% |
$1K - $1.06K
|
226K
$8.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 0.27% |
$822 - $872
|
8.42K
$317K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
22+ 0.28% |
$787 - $834
|
7.75K
$292K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
21+ 0.17% |
$751 - $797
|
12.1K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.01% |
$608 - $645
|
222K
$8.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
11+ 0.12% |
$393 - $417
|
8.95K
$337K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11+ 0.14% |
$393 - $417
|
7.72K
$291K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.29% |
$393 - $417
|
3.8K
$143K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
3+ 0.25% |
$107 - $114
|
1.19K
$44.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.05% |
$107 - $114
|
5.67K
$213K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.05% |
$107 - $114
|
6.32K
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$107 - $114
|
17.9K
$673K
|
|
| Q2 2025 | |||||||
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
501KNew |
$14.7M - $17.8M
|
501K
$18.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
350KNew |
$10.3M - $12.4M
|
350K
$13.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
157K+ 43.48% |
$4.6M - $5.57M
|
517K
$19.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
37.7K+ 7.96% |
$1.11M - $1.34M
|
511K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.3K+ 372.54% |
$1.07M - $1.29M
|
46.1K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.9K+ 3456.06% |
$644K - $780K
|
22.6K
$850K
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
21.3KNew |
$625K - $757K
|
21.3K
$802K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 10.6% |
$575K - $696K
|
204K
$7.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
16.6KNew |
$487K - $589K
|
16.6K
$624K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
14.9KNew |
$438K - $530K
|
14.9K
$561K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.94KNew |
$263K - $318K
|
8.94K
$337K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.45KNew |
$219K - $265K
|
7.45K
$280K
|
|