Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
64K+ 24.9% |
$1.8M - $2.02M
|
321K
$11M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
63.4K+ 58.79% |
$1.78M - $2M
|
171K
$5.86M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
63K+ 11.58% |
$1.77M - $1.99M
|
607K
$20.8M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
62.6K+ 17.87% |
$1.76M - $1.98M
|
413K
$14.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
61K+ 23.83% |
$1.72M - $1.93M
|
317K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
59.8K+ 20.52% |
$1.68M - $1.89M
|
351K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
57.6K+ 36.54% |
$1.62M - $1.82M
|
215K
$7.36M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
55.9KNew |
$1.57M - $1.77M
|
55.9K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
54.9K+ 10.49% |
$1.55M - $1.74M
|
579K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.1K+ 10.07% |
$1.52M - $1.71M
|
591K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53.3K+ 8.35% |
$1.5M - $1.69M
|
692K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
53.1K+ 11.05% |
$1.49M - $1.68M
|
533K
$18.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
51.5KNew |
$1.45M - $1.63M
|
51.5K
$1.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50.1K+ 6018.03% |
$1.41M - $1.58M
|
50.9K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.41M - $1.58M
|
50K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
49.7K+ 2.71% |
$1.4M - $1.57M
|
1.89M
$64.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
48.6K+ 29.64% |
$1.37M - $1.54M
|
213K
$7.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
41.9K+ 6.32% |
$1.18M - $1.33M
|
706K
$24.2M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
41.1K+ 3.75% |
$1.16M - $1.3M
|
1.13M
$38.8M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
38.7K+ 11.92% |
$1.09M - $1.22M
|
363K
$12.4M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.6K+ 12.21% |
$1.09M - $1.22M
|
355K
$12.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37.9K+ 66.33% |
$1.07M - $1.2M
|
95.1K
$3.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
37.7K+ 4.76% |
$1.06M - $1.19M
|
829K
$28.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
37K+ 19.26% |
$1.04M - $1.17M
|
229K
$7.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
35.5KNew |
$999K - $1.12M
|
35.5K
$1.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
34.8KNew |
$979K - $1.1M
|
34.8K
$1.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
33.3KNew |
$937K - $1.05M
|
33.3K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
32.4K+ 16.25% |
$912K - $1.02M
|
232K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 23.59% |
$873K - $979K
|
162K
$5.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
27.4K+ 1.71% |
$770K - $865K
|
1.63M
$55.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 24.32% |
$730K - $819K
|
133K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
23.9K+ 7.56% |
$673K - $756K
|
340K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
19.1K+ 37.24% |
$538K - $604K
|
70.4K
$2.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19K+ 50.99% |
$535K - $600K
|
56.2K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.1K+ 6.64% |
$511K - $573K
|
291K
$9.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
18.1K+ 53.82% |
$510K - $573K
|
51.8K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
17.9K+ 15.66% |
$503K - $565K
|
132K
$4.52M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16.9K+ 36.71% |
$477K - $535K
|
63.1K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 36.6% |
$469K - $526K
|
62.2K
$2.13M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16.1K+ 137.62% |
$453K - $508K
|
27.8K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
15.7K+ 5.5% |
$443K - $498K
|
302K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5KNew |
$437K - $490K
|
15.5K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
13.4K+ 3.67% |
$378K - $424K
|
379K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
13.3K+ 5.22% |
$375K - $421K
|
268K
$9.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
13.1K+ 8.54% |
$368K - $413K
|
166K
$5.69M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12.7KNew |
$356K - $400K
|
12.7K
$433K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.9K+ 7.41% |
$336K - $377K
|
173K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
11.9K+ 1.2% |
$335K - $376K
|
1M
$34.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
11.5KNew |
$325K - $365K
|
11.5K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
11.4K+ 2.48% |
$322K - $361K
|
472K
$16.2M
|