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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
53.3K+ 23.27% |
$1.59M - $1.73M
|
283K
$9.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
52.2KNew |
$1.55M - $1.69M
|
52.2K
$1.78M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
51K+ 99.13% |
$1.52M - $1.65M
|
102K
$3.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
50.6K+ 60.46% |
$1.5M - $1.64M
|
134K
$4.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
50.3KNew |
$1.49M - $1.63M
|
50.3K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
49.5K+ 6.09% |
$1.47M - $1.6M
|
862K
$29.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
48.1K+ 25.42% |
$1.43M - $1.56M
|
237K
$8.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
47.1K+ 19.78% |
$1.4M - $1.53M
|
285K
$9.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.9K+ 7.76% |
$1.36M - $1.49M
|
637K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.1K+ 28.52% |
$1.28M - $1.4M
|
194K
$6.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42.4K+ 44.58% |
$1.26M - $1.37M
|
137K
$4.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
40.9K+ 533.93% |
$1.22M - $1.33M
|
48.6K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
39K+ 112.11% |
$1.16M - $1.26M
|
73.7K
$2.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
37.5K+ 51.91% |
$1.12M - $1.22M
|
110K
$3.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
36.2KNew |
$1.08M - $1.17M
|
36.2K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
33.8K+ 8.19% |
$1M - $1.1M
|
447K
$15.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.4K+ 4.04% |
$994K - $1.08M
|
862K
$29.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32.7K+ 64.2% |
$971K - $1.06M
|
83.6K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
32K+ 2.82% |
$950K - $1.04M
|
1.17M
$39.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31.8K+ 4.51% |
$945K - $1.03M
|
737K
$25.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
31.6K+ 1.2% |
$939K - $1.02M
|
2.67M
$91.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
29K+ 1.54% |
$862K - $939K
|
1.92M
$65.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.6K+ 10.04% |
$851K - $927K
|
314K
$10.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
28K+ 39.79% |
$832K - $907K
|
98.4K
$3.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
27.8K+ 5.84% |
$826K - $901K
|
504K
$17.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
BUY
|
- |
27.3K+ 7.52% |
$813K - $886K
|
391K
$13.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
25.9K+ 1.59% |
$771K - $841K
|
1.65M
$56.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
24.7K+ 14.41% |
$733K - $799K
|
196K
$6.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
24.2K+ 128.03% |
$718K - $783K
|
43K
$1.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
23.4K+ 5.96% |
$696K - $759K
|
416K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
23.4K+ 11.45% |
$694K - $757K
|
227K
$7.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.8K+ 5.73% |
$679K - $740K
|
421K
$14.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
22K+ 2.77% |
$653K - $712K
|
816K
$27.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
21.6K+ 16.38% |
$642K - $700K
|
154K
$5.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
20.1K+ 0.99% |
$598K - $652K
|
2.04M
$69.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
19.2K+ 5.64% |
$570K - $621K
|
359K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.4KNew |
$546K - $595K
|
18.4K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.1K+ 3.86% |
$507K - $553K
|
459K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
16.9K+ 1.83% |
$502K - $547K
|
941K
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.5KNew |
$490K - $534K
|
16.5K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15.4K+ 39.85% |
$458K - $499K
|
54.1K
$1.84M
|
|
|
Jul 11, 2024
Q2 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
15.4K+ 4.06% |
$457K - $498K
|
395K
$13.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.1K+ 46.53% |
$449K - $490K
|
47.6K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.6KNew |
$435K - $474K
|
14.6K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
14.6K+ 5.97% |
$435K - $474K
|
260K
$8.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.6K+ 29.56% |
$433K - $472K
|
63.8K
$2.17M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
14.2K+ 1.24% |
$423K - $462K
|
1.16M
$39.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.6K+ 30.91% |
$405K - $441K
|
57.7K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
13.6K+ 15.34% |
$403K - $439K
|
102K
$3.47M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
13.4K+ 24.24% |
$398K - $434K
|
68.7K
$2.34M
|