Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.49M+ 25.45% |
$230M - $255M
|
36.9M
$1.26B
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.2M+ 23.5% |
$221M - $245M
|
37.8M
$1.29B
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2M+ 35.03% |
$36.9M - $40.9M
|
4.63M
$158M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
1.19MNew |
$36.7M - $40.6M
|
1.19M
$40.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
912KNew |
$28M - $31.1M
|
912K
$31.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
452K+ 21.38% |
$13.9M - $15.4M
|
2.57M
$87.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
422K+ 44.92% |
$13M - $14.4M
|
1.36M
$46.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
402K+ 38.64% |
$12.4M - $13.7M
|
1.44M
$49.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
377KNew |
$11.6M - $12.9M
|
377K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
375K+ 72.05% |
$11.5M - $12.8M
|
895K
$30.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
322KNew |
$9.9M - $11M
|
322K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
247K+ 160.85% |
$7.59M - $8.41M
|
401K
$13.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
210K+ 28.42% |
$6.44M - $7.14M
|
947K
$32.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
206K+ 296.75% |
$6.34M - $7.03M
|
276K
$9.4M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
191K+ 18.0% |
$5.89M - $6.52M
|
1.26M
$42.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
161K+ 1235.38% |
$4.94M - $5.47M
|
174K
$5.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
161K+ 2.4% |
$4.94M - $5.47M
|
6.84M
$233M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
146K+ 6.54% |
$4.48M - $4.96M
|
2.37M
$80.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
144KNew |
$4.42M - $4.89M
|
144K
$4.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
142K+ 22.21% |
$4.37M - $4.84M
|
782K
$26.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
136K+ 260.29% |
$4.17M - $4.63M
|
188K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 8.16% |
$4.04M - $4.47M
|
1.74M
$59.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
130K+ 1.59% |
$4.01M - $4.44M
|
8.34M
$284M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
125K+ 6.57% |
$3.86M - $4.27M
|
2.04M
$69.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 8.28% |
$3.67M - $4.06M
|
1.56M
$53.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 15.33% |
$3.47M - $3.85M
|
850K
$28.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
113K+ 30.1% |
$3.46M - $3.84M
|
487K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
111K+ 35.29% |
$3.4M - $3.77M
|
424K
$14.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
110K+ 22.41% |
$3.38M - $3.75M
|
601K
$20.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
105K+ 12.13% |
$3.21M - $3.56M
|
967K
$32.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
104K+ 22.16% |
$3.2M - $3.55M
|
575K
$19.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
102K+ 26.29% |
$3.15M - $3.49M
|
492K
$16.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
98.3K+ 14.69% |
$3.02M - $3.35M
|
768K
$26.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
96.9K+ 5.58% |
$2.98M - $3.3M
|
1.83M
$62.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
89.9K+ 122.0% |
$2.76M - $3.06M
|
164K
$5.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77.9K+ 17.86% |
$2.4M - $2.65M
|
514K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
76.1K+ 9.54% |
$2.34M - $2.59M
|
875K
$29.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
74.6K+ 8.66% |
$2.29M - $2.54M
|
937K
$31.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
71.5K+ 6.61% |
$2.2M - $2.44M
|
1.15M
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
70.1KNew |
$2.16M - $2.39M
|
70.1K
$2.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
64K+ 8.07% |
$1.97M - $2.18M
|
857K
$29.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
62.9KNew |
$1.93M - $2.14M
|
62.9K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.9K+ 195.22% |
$1.81M - $2.01M
|
89.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58.7KNew |
$1.8M - $2M
|
58.7K
$2M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
54K+ 90.47% |
$1.66M - $1.84M
|
114K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
46.6KNew |
$1.43M - $1.59M
|
46.6K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
45.8K+ 3.35% |
$1.41M - $1.56M
|
1.41M
$48.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45.7K+ 3.92% |
$1.41M - $1.56M
|
1.21M
$41.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
45.4K+ 8.81% |
$1.4M - $1.55M
|
561K
$19.1M
|