Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
328K+ 1576.5% |
$12.2M - $12.6M
|
349K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
296K+ 12.85% |
$11M - $11.4M
|
2.6M
$97.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
288K+ 122.94% |
$10.7M - $11.1M
|
521K
$19.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
137K+ 6.4% |
$5.11M - $5.29M
|
2.29M
$86.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
107K+ 3.72% |
$3.97M - $4.11M
|
2.97M
$112M
|
|
|
Jan 12, 2026
Q4 2025
|
Thayer Financial, L.L.C.
Hickory, NC |
BUY
|
- |
95.1KNew |
$3.54M - $3.66M
|
95.1K
$3.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
94.6K+ 9.88% |
$3.52M - $3.64M
|
1.05M
$39.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
81.2KNew |
$3.02M - $3.12M
|
81.2K
$3.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
70.4K+ 7.28% |
$2.62M - $2.71M
|
1.04M
$39M
|
|
|
Jan 20, 2026
Q4 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
54.2K+ 7.62% |
$2.02M - $2.09M
|
766K
$28.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
48.5K+ 17.08% |
$1.8M - $1.87M
|
333K
$12.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
45.3K+ 13.0% |
$1.69M - $1.74M
|
394K
$14.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
41K+ 7.98% |
$1.52M - $1.58M
|
555K
$20.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
35K+ 9.78% |
$1.3M - $1.35M
|
393K
$14.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
34.2K+ 51.41% |
$1.27M - $1.32M
|
101K
$3.79M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
32.1K+ 11.11% |
$1.19M - $1.24M
|
321K
$12.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
31.3K+ 58.24% |
$1.16M - $1.2M
|
85K
$3.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
26.6K+ 14.79% |
$988K - $1.02M
|
206K
$7.77M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
23.7K+ 35.63% |
$881K - $912K
|
90.2K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21.5K+ 1.65% |
$798K - $825K
|
1.32M
$49.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20.8K+ 3.03% |
$774K - $801K
|
709K
$26.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
20.5K+ 0.96% |
$761K - $787K
|
2.14M
$80.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
19.9K+ 6.58% |
$739K - $765K
|
322K
$12.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
18.1KNew |
$674K - $698K
|
18.1K
$683K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
18K+ 42.81% |
$669K - $693K
|
60.1K
$2.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.7KNew |
$583K - $604K
|
15.7K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
14.3K+ 3.69% |
$531K - $550K
|
402K
$15.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
13.7K+ 1.37% |
$508K - $526K
|
1.01M
$38M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
11.2K+ 3.22% |
$416K - $430K
|
358K
$13.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
11K+ 9.83% |
$409K - $424K
|
123K
$4.63M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
10.6K+ 30.64% |
$394K - $408K
|
45.2K
$1.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10.5K+ 13.28% |
$392K - $405K
|
89.9K
$3.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.31KNew |
$346K - $358K
|
9.31K
$351K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
8.73K+ 4.04% |
$325K - $336K
|
225K
$8.46M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7.09K+ 1.75% |
$264K - $273K
|
412K
$15.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
6.99K+ 2.11% |
$260K - $269K
|
338K
$12.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.28K+ 49.88% |
$233K - $241K
|
18.9K
$710K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.64K+ 8.96% |
$210K - $217K
|
68.6K
$2.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.6K+ 20.06% |
$208K - $215K
|
33.5K
$1.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.56K+ 0.93% |
$207K - $214K
|
602K
$22.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.55K+ 5.26% |
$206K - $213K
|
111K
$4.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
5.39KNew |
$200K - $207K
|
5.39K
$203K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
4.69K+ 2.07% |
$174K - $180K
|
231K
$8.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.54K+ 1.93% |
$169K - $175K
|
240K
$9.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.46K+ 2.0% |
$166K - $171K
|
227K
$8.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.34K+ 3.99% |
$124K - $128K
|
87K
$3.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.73K+ 1.18% |
$101K - $105K
|
235K
$8.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 0.59% |
$89.2K - $92.3K
|
408K
$15.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.39K+ 2.72% |
$88.9K - $92K
|
90.2K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.11K+ 4.74% |
$78.4K - $81.2K
|
46.6K
$1.75M
|
|