Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.04MNew |
$64.8M - $77.6M
|
3.04M
$103M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
2.18M+ 6670.81% |
$46.5M - $55.7M
|
2.21M
$75.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.77M+ 1104.51% |
$37.7M - $45.2M
|
1.93M
$65.6M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
709K+ 30.46% |
$15.1M - $18.1M
|
3.04M
$103M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
572K+ 129.75% |
$12.2M - $14.6M
|
1.01M
$34.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
534K+ 8.07% |
$11.4M - $13.6M
|
7.15M
$243M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
503K+ 503.62% |
$10.7M - $12.8M
|
603K
$20.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
490K+ 797.69% |
$10.5M - $12.5M
|
551K
$18.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
425K+ 132.03% |
$9.07M - $10.9M
|
747K
$25.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
308KNew |
$6.57M - $7.87M
|
308K
$10.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
306K+ 241.52% |
$6.53M - $7.82M
|
433K
$14.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
275K+ 531.67% |
$5.87M - $7.03M
|
327K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
240KNew |
$5.13M - $6.15M
|
240K
$8.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
224K+ 858.97% |
$4.78M - $5.73M
|
250K
$8.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
224K+ 858.97% |
$4.78M - $5.73M
|
250K
$8.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
222KNew |
$4.74M - $5.68M
|
222K
$7.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
203K+ 94.14% |
$4.33M - $5.19M
|
419K
$14.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
193K+ 163.43% |
$4.11M - $4.92M
|
310K
$10.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
161KNew |
$3.44M - $4.12M
|
161K
$5.48M
|
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
152K+ 16.88% |
$3.25M - $3.9M
|
1.06M
$35.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
150KNew |
$3.2M - $3.83M
|
150K
$5.11M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
147K+ 115.51% |
$3.13M - $3.75M
|
273K
$9.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
118KNew |
$2.52M - $3.02M
|
118K
$4.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
113K+ 270.76% |
$2.42M - $2.89M
|
155K
$5.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
112KNew |
$2.4M - $2.87M
|
112K
$3.82M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
78.6K+ 132.25% |
$1.68M - $2.01M
|
138K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67.1K+ 177.04% |
$1.43M - $1.71M
|
105K
$3.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
65.9K+ 57.46% |
$1.41M - $1.69M
|
181K
$6.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
51.5KNew |
$1.1M - $1.32M
|
51.5K
$1.75M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
50.5K+ 51.24% |
$1.08M - $1.29M
|
149K
$5.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
45KNew |
$959K - $1.15M
|
45K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
44.8K+ 18.26% |
$955K - $1.14M
|
290K
$9.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.4KNew |
$861K - $1.03M
|
40.4K
$1.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
38.9K+ 5.76% |
$829K - $993K
|
713K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
37.1K+ 79.91% |
$791K - $947K
|
83.4K
$2.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
36.1K+ 2142.05% |
$771K - $923K
|
37.8K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
35.5KNew |
$758K - $908K
|
35.5K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
35.1K+ 66.39% |
$750K - $898K
|
88.1K
$3M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
34.3KNew |
$732K - $876K
|
34.3K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.3K+ 55.4% |
$647K - $774K
|
85K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.1K+ 97.0% |
$643K - $770K
|
61.2K
$2.08M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
29.8KNew |
$636K - $761K
|
29.8K
$1.01M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
27.3KNew |
$582K - $697K
|
27.3K
$929K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
25.8K+ 23.53% |
$551K - $660K
|
136K
$4.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.4KNew |
$542K - $650K
|
25.4K
$866K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
25.1K+ 11.02% |
$535K - $641K
|
253K
$8.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
23.8K+ 78.08% |
$508K - $609K
|
54.3K
$1.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
23.3K+ 33.77% |
$498K - $596K
|
92.3K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 85.15% |
$476K - $571K
|
48.6K
$1.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20.6K+ 38.83% |
$440K - $527K
|
73.7K
$2.51M
|