Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.06MNew |
$124M - $136M
|
5.06M
$172M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
265KNew |
$6.48M - $7.13M
|
265K
$9.04M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
157KNew |
$3.84M - $4.22M
|
157K
$5.36M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
149KNew |
$3.64M - $4M
|
149K
$5.07M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
147KNew |
$3.59M - $3.95M
|
147K
$5.01M
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.44M - $2.69M
|
100K
$3.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
73.9KNew |
$1.81M - $1.99M
|
73.9K
$2.52M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
59.9KNew |
$1.46M - $1.61M
|
59.9K
$2.04M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
44.2KNew |
$1.08M - $1.19M
|
44.2K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
26.4KNew |
$644K - $708K
|
26.4K
$898K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5KNew |
$597K - $657K
|
24.5K
$833K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
21.4KNew |
$522K - $574K
|
21.4K
$727K
|
|
|
May 11, 2022
Q1 2022
|
Equius Partners, Inc.
|
BUY
|
- |
18.2KNew |
$445K - $489K
|
18.2K
$621K
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
13.5KNew |
$331K - $364K
|
13.5K
$461K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.5KNew |
$256K - $281K
|
10.5K
$357K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
4.68KNew |
$114K - $126K
|
4.68K
$159K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.44KNew |
$108K - $119K
|
4.44K
$151K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.72KNew |
$66.5K - $73.2K
|
2.72K
$92.8K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
710New |
$17.3K - $19.1K
|
710
$24.2K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236New |
$5.77K - $6.34K
|
236
$8.04K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
230New |
$5.62K - $6.18K
|
230
$7.83K
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
100New |
$2.44K - $2.69K
|
100
$3.41K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|