Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 2023. 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, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.3M+ 8901.34% |
$162M - $172M
|
6.37M
$217M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.66M+ 18.17% |
$68.2M - $72.7M
|
17.3M
$589M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57M+ 18.12% |
$65.9M - $70.2M
|
16.8M
$571M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.1MNew |
$28.2M - $30M
|
1.1M
$37.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.1MNew |
$28.2M - $30M
|
1.1M
$37.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
832K+ 13.76% |
$21.3M - $22.7M
|
6.88M
$234M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
477K+ 90.52% |
$12.2M - $13M
|
1M
$34.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
443KNew |
$11.4M - $12.1M
|
443K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
434KNew |
$11.1M - $11.9M
|
434K
$14.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
420K+ 48.88% |
$10.8M - $11.5M
|
1.28M
$43.5M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
332KNew |
$8.51M - $9.07M
|
332K
$11.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
285K+ 30.34% |
$7.31M - $7.79M
|
1.22M
$41.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
267KNew |
$6.84M - $7.29M
|
267K
$9.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
252KNew |
$6.45M - $6.87M
|
252K
$8.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
188K+ 26.6% |
$4.83M - $5.15M
|
897K
$30.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
175KNew |
$4.48M - $4.77M
|
175K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
166K+ 706.04% |
$4.25M - $4.53M
|
189K
$6.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
164K+ 47.35% |
$4.21M - $4.49M
|
511K
$17.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
159K+ 9.83% |
$4.07M - $4.34M
|
1.78M
$60.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
158K+ 16.15% |
$4.04M - $4.3M
|
1.13M
$38.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
133K+ 125.46% |
$3.4M - $3.62M
|
238K
$8.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
129K+ 32.16% |
$3.3M - $3.52M
|
529K
$18M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
118K+ 12.84% |
$3.03M - $3.23M
|
1.04M
$35.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 40.18% |
$2.91M - $3.1M
|
396K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
109K+ 17.79% |
$2.8M - $2.98M
|
722K
$24.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
104K+ 10.94% |
$2.67M - $2.85M
|
1.06M
$36M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
101K+ 100.1% |
$2.59M - $2.76M
|
202K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.1K+ 18.54% |
$2.51M - $2.68M
|
627K
$21.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
96.4K+ 18.65% |
$2.47M - $2.63M
|
614K
$20.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
94.4KNew |
$2.42M - $2.58M
|
94.4K
$3.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
91.8K+ 79.04% |
$2.35M - $2.51M
|
208K
$7.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
87K+ 8.76% |
$2.23M - $2.38M
|
1.08M
$36.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
85.7K+ 4.75% |
$2.2M - $2.34M
|
1.89M
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
81.8KNew |
$2.1M - $2.23M
|
81.8K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77K+ 146.05% |
$1.98M - $2.1M
|
130K
$4.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75.5K+ 77.64% |
$1.94M - $2.06M
|
173K
$5.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.5K+ 12.62% |
$1.94M - $2.06M
|
673K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
71.5K+ 43.17% |
$1.83M - $1.95M
|
237K
$8.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
66.4K+ 16.52% |
$1.7M - $1.81M
|
468K
$15.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
64.3K+ 40.19% |
$1.65M - $1.76M
|
224K
$7.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
62.8K+ 23.6% |
$1.61M - $1.72M
|
329K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
61K+ 0.93% |
$1.56M - $1.67M
|
6.59M
$224M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56.9K+ 2.77% |
$1.46M - $1.55M
|
2.11M
$71.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.6K+ 49.48% |
$1.45M - $1.55M
|
171K
$5.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
56.3K+ 23.14% |
$1.44M - $1.54M
|
300K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
54K+ 70.64% |
$1.39M - $1.48M
|
131K
$4.45M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
52.6K+ 9.39% |
$1.35M - $1.44M
|
613K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.3KNew |
$1.34M - $1.43M
|
52.3K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
50.9K+ 9.43% |
$1.31M - $1.39M
|
591K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
50.3K+ 9.39% |
$1.29M - $1.37M
|
586K
$20M
|