Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.31M+ 16.39% |
$128M - $140M
|
30.6M
$1.04B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78M+ 14.74% |
$112M - $123M
|
29.4M
$1B
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.03M+ 17602.44% |
$60.4M - $65.8M
|
2.04M
$69.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.06MNew |
$31.6M - $34.5M
|
1.06M
$36.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.02M+ 42.53% |
$30.4M - $33.1M
|
3.43M
$117M
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
919K+ 244.73% |
$27.3M - $29.8M
|
1.29M
$44.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
807K+ 61.64% |
$24M - $26.1M
|
2.12M
$72M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
793K+ 62.53% |
$23.6M - $25.7M
|
2.06M
$70.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
696K+ 86.31% |
$20.7M - $22.5M
|
1.5M
$51.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
355K+ 60.78% |
$10.6M - $11.5M
|
940K
$32M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
276KNew |
$8.2M - $8.94M
|
276K
$9.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
249K+ 498.21% |
$7.4M - $8.07M
|
299K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
239K+ 12.83% |
$7.1M - $7.74M
|
2.1M
$71.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
203K+ 30.45% |
$6.04M - $6.58M
|
871K
$29.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
185K+ 30.38% |
$5.49M - $5.99M
|
793K
$27M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
179KNew |
$5.31M - $5.78M
|
179K
$6.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
175K+ 51.34% |
$5.2M - $5.67M
|
516K
$17.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
175KNew |
$5.19M - $5.66M
|
175K
$5.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
166KNew |
$4.93M - $5.37M
|
166K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
164K+ 28.67% |
$4.88M - $5.32M
|
737K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
138K+ 7.79% |
$4.1M - $4.47M
|
1.91M
$65.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
136K+ 38.46% |
$4.05M - $4.42M
|
491K
$16.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
130K+ 9.89% |
$3.85M - $4.2M
|
1.44M
$49.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126K+ 5.58% |
$3.76M - $4.1M
|
2.39M
$81.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
124K+ 15.54% |
$3.67M - $4M
|
919K
$31.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
119K+ 9.49% |
$3.53M - $3.85M
|
1.37M
$46.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
108K+ 1.33% |
$3.21M - $3.5M
|
8.21M
$280M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
106K+ 15.33% |
$3.15M - $3.44M
|
798K
$27.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94.2K+ 31.67% |
$2.8M - $3.05M
|
392K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 70.86% |
$2.79M - $3.04M
|
226K
$7.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.4K+ 53.83% |
$2.6M - $2.83M
|
250K
$8.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
85.3KNew |
$2.54M - $2.77M
|
85.3K
$2.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
85K+ 14.69% |
$2.53M - $2.76M
|
664K
$22.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.6K+ 24.06% |
$2.52M - $2.74M
|
436K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
81.2K+ 13.05% |
$2.41M - $2.63M
|
704K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
77.6K+ 3.16% |
$2.3M - $2.51M
|
2.54M
$86.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
77.2K+ 36.83% |
$2.29M - $2.5M
|
287K
$9.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
72.3KNew |
$2.15M - $2.34M
|
72.3K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 7.09% |
$2.13M - $2.32M
|
1.08M
$36.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
71.3K+ 20.3% |
$2.12M - $2.31M
|
422K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
69.5KNew |
$2.07M - $2.25M
|
69.5K
$2.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
68.3K+ 21.26% |
$2.03M - $2.21M
|
390K
$13.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
64.6K+ 30.04% |
$1.92M - $2.09M
|
280K
$9.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
62.3K+ 10.26% |
$1.85M - $2.02M
|
669K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
60.6K+ 0.91% |
$1.8M - $1.96M
|
6.75M
$230M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
59.2K+ 3.53% |
$1.76M - $1.92M
|
1.74M
$59.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
56.9K+ 17.96% |
$1.69M - $1.84M
|
374K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
55.7K+ 13.25% |
$1.66M - $1.8M
|
476K
$16.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
54.9KNew |
$1.63M - $1.78M
|
54.9K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.8K+ 5.34% |
$1.63M - $1.78M
|
1.08M
$36.8M
|