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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.27K- 2.97% |
$275K - $300K
|
303K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-10.3K- 2.68% |
$306K - $333K
|
374K
$13M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.3K- 2.68% |
$306K - $333K
|
374K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-10.4K- 1.95% |
$309K - $336K
|
523K
$18.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-16.1K- 1.54% |
$479K - $522K
|
1.03M
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-16.1K- 1.54% |
$479K - $522K
|
1.03M
$35.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-18.4K- 7.17% |
$546K - $595K
|
238K
$8.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-19.7K- 35.14% |
$584K - $637K
|
36.3K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-23K- 1.41% |
$685K - $747K
|
1.61M
$56M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-29.3K- 12.67% |
$870K - $948K
|
202K
$7.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-29.6K- 2.23% |
$881K - $960K
|
1.3M
$45.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-34.2K- 30.11% |
$1.02M - $1.11M
|
79.3K
$2.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-63.2K- 54.3% |
$1.88M - $2.05M
|
53.2K
$1.85M
|
|
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.6K- 36.01% |
$2.07M - $2.26M
|
124K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 46.56% |
$3.2M - $3.49M
|
124K
$4.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-108K- 46.56% |
$3.2M - $3.49M
|
124K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-122K- 6.14% |
$3.63M - $3.96M
|
1.87M
$64.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-221K- 9.01% |
$6.56M - $7.15M
|
2.23M
$77.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-396K- 5.6% |
$11.8M - $12.8M
|
6.68M
$232M
|