Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2023. 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 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
47.7KNew |
$1.14M - $1.22M
|
47.7K
$1.61M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
42K+ 51.13% |
$1.01M - $1.08M
|
124K
$4.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
38.7KNew |
$926K - $992K
|
38.7K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35K+ 190.15% |
$838K - $898K
|
53.5K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.8KNew |
$833K - $892K
|
34.8K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.7K+ 20.47% |
$807K - $864K
|
199K
$6.7M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
32.4K+ 20.56% |
$776K - $831K
|
190K
$6.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
31.6K+ 5.98% |
$755K - $809K
|
560K
$18.9M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
31.1K+ 9.51% |
$743K - $796K
|
358K
$12.1M
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
31K+ 71.55% |
$742K - $795K
|
74.4K
$2.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
29.7K+ 28.03% |
$709K - $760K
|
136K
$4.57M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
28.6KNew |
$684K - $733K
|
28.6K
$966K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27.6K+ 13.44% |
$661K - $708K
|
233K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
27.3K+ 16.66% |
$653K - $699K
|
191K
$6.45M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.3K+ 127.35% |
$653K - $699K
|
48.7K
$1.64M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
25.4K+ 24.28% |
$608K - $651K
|
130K
$4.39M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
25.3K+ 10.52% |
$605K - $648K
|
266K
$8.97M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
25.1KNew |
$600K - $642K
|
25.1K
$846K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3K+ 34.3% |
$557K - $596K
|
91.1K
$3.08M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
22.8KNew |
$545K - $584K
|
22.8K
$770K
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
22K+ 2.86% |
$526K - $564K
|
791K
$26.7M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
21.3K+ 7.15% |
$509K - $545K
|
319K
$10.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.3KNew |
$508K - $544K
|
21.3K
$717K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
21.1K+ 28.76% |
$505K - $541K
|
94.6K
$3.19M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
17.7K+ 11.12% |
$423K - $453K
|
177K
$5.96M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
17.4K+ 8.31% |
$416K - $445K
|
226K
$7.64M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
17.3KNew |
$414K - $443K
|
17.3K
$584K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
17.2K+ 13.88% |
$411K - $440K
|
141K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
15.1K+ 36.13% |
$361K - $387K
|
57K
$1.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
15K+ 46.34% |
$358K - $383K
|
47.3K
$1.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.9KNew |
$356K - $381K
|
14.9K
$502K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14.5KNew |
$347K - $372K
|
14.5K
$490K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.2KNew |
$317K - $339K
|
13.2K
$447K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12K+ 181.13% |
$287K - $308K
|
18.6K
$629K
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$280K - $299K
|
11.7K
$395K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11.4KNew |
$274K - $293K
|
11.4K
$386K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.1K+ 520.41% |
$265K - $284K
|
13.2K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 6.3% |
$243K - $260K
|
171K
$5.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.1K+ 34.26% |
$241K - $258K
|
39.5K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10KNew |
$240K - $257K
|
10K
$339K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9.87K+ 22.77% |
$236K - $253K
|
53.2K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
9.82KNew |
$235K - $252K
|
9.82K
$331K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9.81K+ 1.78% |
$235K - $251K
|
562K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.74K+ 47.52% |
$233K - $249K
|
30.2K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.56KNew |
$229K - $245K
|
9.56K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.17K+ 2.03% |
$219K - $235K
|
460K
$15.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
8.99K+ 4.76% |
$215K - $230K
|
198K
$6.68M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.49KNew |
$203K - $218K
|
8.49K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.22K+ 67.27% |
$197K - $211K
|
20.4K
$690K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.07KNew |
$193K - $207K
|
8.07K
$272K
|