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 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.3KNew |
$396K - $431K
|
13.3K
$453K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$391K - $426K
|
13.2K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
13K+ 3.43% |
$387K - $422K
|
393K
$13.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 14.53% |
$387K - $421K
|
103K
$3.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13KNew |
$386K - $421K
|
13K
$443K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
12.8K+ 6.03% |
$381K - $415K
|
225K
$7.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 10.24% |
$380K - $415K
|
138K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
12.8KNew |
$379K - $413K
|
12.8K
$434K
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
12.5K+ 4.65% |
$371K - $404K
|
281K
$9.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
12.4K+ 1.98% |
$370K - $403K
|
640K
$21.8M
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12.3K+ 60.62% |
$366K - $399K
|
32.6K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.8K+ 2.95% |
$351K - $382K
|
412K
$14M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 3.95% |
$342K - $372K
|
303K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 42.09% |
$335K - $365K
|
38K
$1.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
10.9K+ 2.17% |
$324K - $353K
|
513K
$17.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
10.7K+ 20.71% |
$319K - $347K
|
62.5K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 17.23% |
$318K - $347K
|
72.9K
$2.48M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
10.6K+ 2.31% |
$315K - $344K
|
469K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6KNew |
$315K - $343K
|
10.6K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
10.5K+ 3.14% |
$313K - $341K
|
345K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.3KNew |
$306K - $333K
|
10.3K
$350K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.1K+ 69.88% |
$302K - $329K
|
24.7K
$840K
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
9.94K+ 28.02% |
$296K - $322K
|
45.4K
$1.55M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.84K+ 1.93% |
$292K - $319K
|
520K
$17.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.67KNew |
$287K - $313K
|
9.67K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
9.4K+ 17.69% |
$279K - $305K
|
62.6K
$2.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
9.11K+ 1.7% |
$271K - $295K
|
545K
$18.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
8.56K+ 3.69% |
$254K - $277K
|
241K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.47KNew |
$252K - $274K
|
8.47K
$288K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.85K+ 13.97% |
$233K - $254K
|
64.1K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.44K+ 65.9% |
$221K - $241K
|
18.7K
$638K
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
7.36KNew |
$219K - $238K
|
7.36K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.28KNew |
$216K - $236K
|
7.28K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 156.92% |
$213K - $233K
|
11.8K
$400K
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
6.96K+ 1.75% |
$207K - $225K
|
404K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.86KNew |
$204K - $222K
|
6.86K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.85KNew |
$204K - $222K
|
6.85K
$233K
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
6.71K+ 0.59% |
$199K - $217K
|
1.14M
$38.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.46K+ 12.13% |
$192K - $209K
|
59.7K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.31KNew |
$188K - $204K
|
6.31K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.05K+ 0.58% |
$180K - $196K
|
1.04M
$35.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.8K+ 19330.0% |
$172K - $188K
|
5.83K
$199K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.45K+ 1.05% |
$162K - $177K
|
526K
$17.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
4.99K+ 2.15% |
$148K - $162K
|
237K
$8.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.88K+ 5.48% |
$145K - $158K
|
94K
$3.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
4.15K+ 9.11% |
$123K - $134K
|
49.7K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.14K+ 8.69% |
$123K - $134K
|
51.8K
$1.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.99K+ 57.21% |
$119K - $129K
|
11K
$373K
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.88K+ 0.87% |
$115K - $126K
|
449K
$15.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.59KNew |
$107K - $116K
|
3.59K
$122K
|