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 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.07KNew |
$193K - $207K
|
8.07K
$270K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
8.01K+ 6.31% |
$192K - $205K
|
135K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.93K+ 16.26% |
$190K - $203K
|
56.7K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.44KNew |
$178K - $190K
|
7.44K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.11K+ 26.44% |
$170K - $182K
|
34K
$1.14M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
6.86KNew |
$164K - $176K
|
6.86K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.28KNew |
$150K - $161K
|
6.28K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
5.25K+ 142.81% |
$125K - $134K
|
8.92K
$298K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4.94K+ 738.12% |
$118K - $126K
|
5.61K
$188K
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
4.89K+ 20.93% |
$117K - $125K
|
28.3K
$946K
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.79K+ 3.96% |
$114K - $123K
|
126K
$4.2M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.78K+ 379.52% |
$114K - $122K
|
6.04K
$202K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.38KNew |
$105K - $112K
|
4.38K
$146K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.37K+ 8.99% |
$104K - $112K
|
52.9K
$1.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
4.06KNew |
$97.1K - $104K
|
4.06K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.18K+ 7.84% |
$75.9K - $81.3K
|
43.7K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 1.71% |
$67.4K - $72.2K
|
167K
$5.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.72K+ 19.93% |
$65.1K - $69.8K
|
16.4K
$548K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.5K+ 0.79% |
$59.8K - $64K
|
318K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
2.44K+ 3.1% |
$58.3K - $62.5K
|
81.2K
$2.72M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.39K+ 16.45% |
$57.1K - $61.2K
|
16.9K
$566K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.04KNew |
$48.7K - $52.1K
|
2.04K
$68.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.91K+ 12.54% |
$45.7K - $49K
|
17.2K
$574K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.87K+ 3.19% |
$44.7K - $47.9K
|
60.4K
$2.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.6K+ 10.79% |
$38.3K - $41K
|
16.4K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.46K+ 0.69% |
$35K - $37.4K
|
214K
$7.16M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.43K+ 16.41% |
$34.1K - $36.5K
|
10.1K
$338K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.28K+ 14.78% |
$30.6K - $32.7K
|
9.93K
$332K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
898New |
$21.5K - $23K
|
898
$30K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
650New |
$15.5K - $16.6K
|
650
$21.7K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
604New |
$14.4K - $15.5K
|
604
$20.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 1.38% |
$12K - $12.8K
|
36.7K
$1.23M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
450+ 2.16% |
$10.8K - $11.5K
|
21.3K
$711K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
322New |
$7.7K - $8.25K
|
322
$10.8K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
230New |
$5.5K - $5.89K
|
230
$7.69K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
185+ 30.83% |
$4.42K - $4.74K
|
785
$26.3K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58+ 0.32% |
$1.39K - $1.49K
|
18.1K
$606K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 40.0% |
$239 - $256
|
35
$1.17K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-100- 0.58% |
$2.39K - $2.56K
|
17.1K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-285- 0.36% |
$6.81K - $7.3K
|
78.3K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-945- 1.31% |
$22.6K - $24.2K
|
71.2K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.19K- 0.58% |
$28.4K - $30.4K
|
202K
$6.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.37K- 4.75% |
$32.7K - $35K
|
27.4K
$916K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.47K- 4.0% |
$35.2K - $37.7K
|
35.3K
$1.18M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.47K- 4.0% |
$35.2K - $37.7K
|
35.3K
$1.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.82K- 3.12% |
$43.4K - $46.5K
|
56.3K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.66K- 18.27% |
$87.6K - $93.8K
|
16.4K
$548K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.11K- 21.53% |
$122K - $131K
|
18.6K
$623K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-13.9K- 0.97% |
$333K - $356K
|
1.42M
$47.4M
|