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 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.75K+ 0.22% |
$49.3K - $55.3K
|
794K
$27.2M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 11.61% |
$46.6K - $52.3K
|
15.9K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.56KNew |
$43.8K - $49.2K
|
1.56K
$53.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.52K+ 4.89% |
$42.7K - $47.9K
|
32.5K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.4K+ 46.28% |
$39.4K - $44.2K
|
4.42K
$151K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.32K+ 8.6% |
$37.1K - $41.6K
|
16.6K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 8.82% |
$30.2K - $33.9K
|
13.2K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.04K+ 0.08% |
$29.3K - $32.9K
|
1.33M
$45.5M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
916+ 0.38% |
$25.8K - $29K
|
245K
$8.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
847+ 0.95% |
$23.9K - $26.8K
|
89.5K
$3.07M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
813+ 1.78% |
$22.9K - $25.7K
|
46.4K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
808+ 8.33% |
$22.8K - $25.5K
|
10.5K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
796+ 5.8% |
$22.4K - $25.2K
|
14.5K
$497K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700+ 2.03% |
$19.7K - $22.1K
|
35.1K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
553+ 0.52% |
$15.6K - $17.5K
|
107K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
493New |
$13.9K - $15.6K
|
493
$16.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
460+ 2.86% |
$13K - $14.5K
|
16.5K
$566K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
437+ 0.83% |
$12.3K - $13.8K
|
53.2K
$1.82M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
381+ 0.17% |
$10.7K - $12K
|
231K
$7.91M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
246New |
$6.93K - $7.78K
|
246
$8.42K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
229+ 1.42% |
$6.45K - $7.24K
|
16.3K
$558K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
222New |
$6.25K - $7.02K
|
222
$7.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
132+ 1.84% |
$3.72K - $4.17K
|
7.31K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
119+ 1.76% |
$3.35K - $3.76K
|
6.87K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
109New |
$3.07K - $3.45K
|
109
$3.73K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
89+ 0.53% |
$2.51K - $2.81K
|
17K
$582K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
79+ 0.17% |
$2.22K - $2.5K
|
45.5K
$1.56M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
51+ 0.24% |
$1.44K - $1.61K
|
21K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30New |
$845 - $948
|
30
$1.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
28+ 0.21% |
$788 - $885
|
13.3K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14+ 0.01% |
$394 - $443
|
213K
$7.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5+ 0.56% |
$141 - $158
|
890
$30.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$56.3 - $63.2
|
2
$68.5
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-82- 10.92% |
$2.31K - $2.59K
|
669
$22.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-276- 50.46% |
$7.77K - $8.72K
|
271
$9.28K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-336- 1.65% |
$9.46K - $10.6K
|
20K
$684K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-478- 0.96% |
$13.5K - $15.1K
|
49.3K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-482- 6.25% |
$13.6K - $15.2K
|
7.23K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-710- 52.51% |
$20K - $22.4K
|
642
$22K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-763- 1.93% |
$21.5K - $24.1K
|
38.7K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-923- 19.07% |
$26K - $29.2K
|
3.92K
$134K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.02K- 0.28% |
$28.6K - $32.1K
|
356K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-1.28K- 2.35% |
$36K - $40.4K
|
53.1K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.28K- 5.76% |
$36.2K - $40.6K
|
21K
$720K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.42K- 9.81% |
$39.9K - $44.8K
|
13K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 2.92% |
$49K - $55K
|
57.9K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.81K- 8.19% |
$51K - $57.2K
|
20.3K
$695K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.37K- 0.61% |
$66.6K - $74.8K
|
384K
$13.2M
|