Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.48M+ 6.19% |
$88.8M - $94.2M
|
42.6M
$1.6B
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.93M+ 187.42% |
$69.1M - $73.2M
|
2.96M
$112M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.36M+ 126.54% |
$48.8M - $51.7M
|
2.44M
$91.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
925KNew |
$33.1M - $35.1M
|
925K
$34.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
792K+ 38.16% |
$28.3M - $30M
|
2.87M
$108M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
668K+ 77.13% |
$23.9M - $25.3M
|
1.53M
$57.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
621KNew |
$22.2M - $23.6M
|
621K
$23.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
562K+ 8.83% |
$20.1M - $21.3M
|
6.93M
$261M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
407K+ 29.3% |
$14.5M - $15.4M
|
1.8M
$67.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
400K+ 21.05% |
$14.3M - $15.2M
|
2.3M
$86.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
376K+ 5.24% |
$13.4M - $14.2M
|
7.54M
$284M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
341K+ 5763.54% |
$12.2M - $12.9M
|
347K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
340K+ 77.47% |
$12.2M - $12.9M
|
779K
$29.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
325KNew |
$11.6M - $12.3M
|
325K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
321KNew |
$11.5M - $12.2M
|
321K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
318K+ 20.68% |
$11.4M - $12M
|
1.85M
$69.8M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
284KNew |
$10.2M - $10.8M
|
284K
$10.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
265KNew |
$9.46M - $10M
|
265K
$9.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
227K+ 20.59% |
$8.11M - $8.6M
|
1.33M
$50M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
223K+ 9.84% |
$7.99M - $8.47M
|
2.49M
$93.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
218K+ 20.21% |
$7.8M - $8.27M
|
1.3M
$48.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
206KNew |
$7.38M - $7.83M
|
206K
$7.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 8.9% |
$6.28M - $6.66M
|
2.15M
$80.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
143K+ 13.27% |
$5.12M - $5.43M
|
1.22M
$46M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
137K+ 16.54% |
$4.91M - $5.2M
|
966K
$36.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
132K+ 14.53% |
$4.71M - $4.99M
|
1.04M
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 34.0% |
$4.28M - $4.54M
|
472K
$17.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
120K+ 5.03% |
$4.28M - $4.54M
|
2.5M
$94.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
109K+ 26.71% |
$3.9M - $4.13M
|
517K
$19.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
102K+ 5.44% |
$3.65M - $3.87M
|
1.98M
$74.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.6K+ 25.9% |
$3.42M - $3.63M
|
465K
$17.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
94.3K+ 10.37% |
$3.37M - $3.58M
|
1M
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
91K+ 71.85% |
$3.26M - $3.45M
|
218K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.9K+ 17.97% |
$3M - $3.18M
|
551K
$20.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
76.7K+ 13.08% |
$2.74M - $2.91M
|
663K
$25M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
75.5K+ 9.86% |
$2.7M - $2.86M
|
841K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
74.1K+ 249.27% |
$2.65M - $2.81M
|
104K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
73.4KNew |
$2.62M - $2.78M
|
73.4K
$2.76M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
71.8K+ 15.7% |
$2.57M - $2.73M
|
529K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71.6K+ 4.4% |
$2.56M - $2.72M
|
1.7M
$64M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
67K+ 9.68% |
$2.4M - $2.54M
|
760K
$28.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
65.1K+ 29.73% |
$2.33M - $2.47M
|
284K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
64.7K+ 93.7% |
$2.31M - $2.45M
|
134K
$5.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
64KNew |
$2.29M - $2.43M
|
64K
$2.41M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
62.9KNew |
$2.25M - $2.39M
|
62.9K
$2.37M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59.9K+ 11.17% |
$2.14M - $2.27M
|
597K
$22.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
57.2K+ 4.52% |
$2.05M - $2.17M
|
1.32M
$49.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
53.6K+ 29.76% |
$1.92M - $2.03M
|
234K
$8.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
51.9K+ 6.29% |
$1.85M - $1.97M
|
876K
$33M
|
|