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 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.37K- 0.61% |
$66.6K - $74.8K
|
384K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.66K- 76.13% |
$74.8K - $84K
|
833
$28.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.09K- 1.12% |
$87K - $97.6K
|
272K
$9.31M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.17K- 15.04% |
$89.2K - $100K
|
17.9K
$612K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.3K- 0.52% |
$92.8K - $104K
|
628K
$21.5M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.33K- 5.68% |
$93.8K - $105K
|
55.3K
$1.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.77K- 14.55% |
$106K - $119K
|
22.1K
$758K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-4.51K- 0.58% |
$127K - $143K
|
767K
$26.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-4.64K- 3.88% |
$131K - $147K
|
115K
$3.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-4.68K- 27.05% |
$132K - $148K
|
12.6K
$432K
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-4.7K- 0.66% |
$132K - $149K
|
712K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.76K- 12.32% |
$218K - $245K
|
55.2K
$1.89M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-9.58K- 4.49% |
$270K - $303K
|
204K
$6.98M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-11.8K- 7.71% |
$331K - $372K
|
141K
$4.83M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-13.2K- 4.91% |
$372K - $418K
|
256K
$8.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-13.2K- 0.2% |
$372K - $418K
|
6.69M
$229M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-16.1KClosed |
$454K - $509K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.4K- 27.17% |
$463K - $520K
|
44.1K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-17K- 26.27% |
$478K - $537K
|
47.7K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-19.7K- 45.71% |
$554K - $622K
|
23.4K
$800K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-20.6K- 2.49% |
$579K - $650K
|
806K
$27.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.8K- 6.65% |
$585K - $656K
|
291K
$9.97M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-22.4K- 1.68% |
$631K - $708K
|
1.31M
$44.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-26.7K- 6.63% |
$751K - $843K
|
375K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35.3K- 22.01% |
$993K - $1.12M
|
125K
$4.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-42.9K- 18.48% |
$1.21M - $1.36M
|
189K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-45.6K- 85.82% |
$1.28M - $1.44M
|
7.53K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-56.8K- 12.51% |
$1.6M - $1.8M
|
397K
$13.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.5K- 80.15% |
$1.62M - $1.82M
|
14.2K
$487K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-72.2K- 8.16% |
$2.03M - $2.28M
|
812K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-74.7K- 3.62% |
$2.1M - $2.36M
|
1.99M
$68.1M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-92.5K- 44.28% |
$2.6M - $2.92M
|
116K
$3.99M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-94.2K- 24.05% |
$2.65M - $2.98M
|
297K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-101K- 8.87% |
$2.84M - $3.18M
|
1.03M
$35.4M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-120K- 1.66% |
$3.37M - $3.78M
|
7.08M
$242M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-214K- 35.25% |
$6.03M - $6.76M
|
393K
$13.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-214K- 34.97% |
$6.03M - $6.77M
|
398K
$13.6M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-249K- 9.2% |
$7.01M - $7.87M
|
2.46M
$84.1M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-729K- 60.48% |
$20.5M - $23M
|
476K
$16.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-1.4M- 93.6% |
$39.5M - $44.4M
|
96K
$3.29M
|