Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.54M+ 8842.39% |
$143M - $173M
|
6.61M
$225M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
1.5MNew |
$32.9M - $39.8M
|
1.5M
$51.2M
|
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.4MNew |
$30.6M - $37.1M
|
1.4M
$47.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.3M+ 25.68% |
$28.4M - $34.4M
|
6.36M
$217M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
674KNew |
$14.7M - $17.9M
|
674K
$23M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
504KNew |
$11M - $13.4M
|
504K
$17.2M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
441KNew |
$9.64M - $11.7M
|
441K
$15M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
322KNew |
$7.03M - $8.52M
|
322K
$11M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
215K+ 93639.13% |
$4.71M - $5.71M
|
216K
$7.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
185K+ 309.1% |
$4.05M - $4.91M
|
245K
$8.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
127KNew |
$2.77M - $3.36M
|
127K
$4.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
127KNew |
$2.77M - $3.36M
|
127K
$4.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
110KNew |
$2.4M - $2.91M
|
110K
$3.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
99.8KNew |
$2.18M - $2.64M
|
99.8K
$3.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
80.4KNew |
$1.76M - $2.13M
|
80.4K
$2.74M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
80.4K+ 54.62% |
$1.76M - $2.13M
|
228K
$7.75M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
77.3K+ 361.94% |
$1.69M - $2.05M
|
98.6K
$3.36M
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
70.5K+ 159.5% |
$1.54M - $1.87M
|
115K
$3.91M
|
|
|
Aug 02, 2022
Q2 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
69KNew |
$1.51M - $1.83M
|
69K
$2.35M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
61.4KNew |
$1.34M - $1.63M
|
61.4K
$2.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.4KNew |
$1.3M - $1.57M
|
59.4K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
51.7KNew |
$1.13M - $1.37M
|
51.7K
$1.76M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48.6K+ 1096.28% |
$1.06M - $1.29M
|
53.1K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
46.4KNew |
$1.01M - $1.23M
|
46.4K
$1.58M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
37.9KNew |
$828K - $1M
|
37.9K
$1.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
35.9KNew |
$784K - $950K
|
35.9K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
32.7KNew |
$714K - $866K
|
32.7K
$1.11M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.3K+ 299.23% |
$685K - $830K
|
41.8K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
31KNew |
$679K - $822K
|
31K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
30.5KNew |
$667K - $808K
|
30.5K
$1.04M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.2K+ 123.64% |
$661K - $801K
|
54.7K
$1.86M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
30KNew |
$655K - $794K
|
30K
$1.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29.1KNew |
$637K - $772K
|
29.1K
$992K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
29KNew |
$635K - $769K
|
29K
$989K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.6KNew |
$624K - $757K
|
28.6K
$973K
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
26.6K+ 100.7% |
$581K - $704K
|
52.9K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2KNew |
$573K - $695K
|
26.2K
$893K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.1KNew |
$570K - $691K
|
26.1K
$889K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
18.1KNew |
$395K - $479K
|
18.1K
$615K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
14.6KNew |
$319K - $387K
|
14.6K
$498K
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
11.1KNew |
$243K - $295K
|
11.1K
$379K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.2KNew |
$224K - $271K
|
10.2K
$349K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
9.47K+ 202.26% |
$207K - $251K
|
14.2K
$482K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.02KNew |
$197K - $239K
|
9.02K
$307K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.07KNew |
$176K - $214K
|
8.07K
$275K
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.24K+ 53.46% |
$158K - $192K
|
20.8K
$708K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.72K+ 667.99% |
$125K - $151K
|
6.57K
$224K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.72KNew |
$59.5K - $72.2K
|
2.72K
$92.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.7K+ 1.72% |
$59.1K - $71.6K
|
160K
$5.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.69KNew |
$36.9K - $44.7K
|
1.69K
$57.4K
|