Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DUHP)

DUHP Quotes by TradingView

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
Oct 25, 2024 Q3 2024
Pinnacle Associates LTD

BUY
 -
12.7K
+ 3.38%
$389K - $431K
387K $13.2M
Nov 14, 2024 Q3 2024
Jane Street Group, LLC

New York, NY
BUY
 -
12.6K
+ 76.4%
$387K - $429K
29.1K $990K
Oct 04, 2024 Q3 2024
Waycross Investment Management CO

Bellingham, WA
BUY
 -
11.9K
+ 5.04%
$367K - $407K
249K $8.47M
Nov 12, 2024 Q3 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
11.6K
New
$356K - $394K
11.6K $394K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
11.4K
+ 8.31%
$351K - $389K
149K $5.07M
Oct 18, 2024 Q3 2024
Satovsky Asset Management LLC

BUY
 -
11.4K
+ 0.88%
$351K - $389K
1.31M $44.5M
Nov 12, 2024 Q3 2024
Citigroup Inc

BUY
 -
11.3K
New
$349K - $387K
11.3K $387K
Oct 24, 2024 Q3 2024
Gemmer Asset Management LLC

BUY
 -
10.9K
+ 3.89%
$334K - $370K
291K $9.9M
Oct 21, 2024 Q3 2024
Stewardship Advisors, LLC

BUY
 -
10.8K
New
$333K - $369K
10.8K $369K
Oct 18, 2024 Q3 2024
Black Point Wealth Management

Naples, FL
BUY
 -
10.8K
+ 12.69%
$333K - $369K
96.2K $3.28M
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
10.5K
+ 58.2%
$324K - $359K
28.6K $975K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
10.4K
New
$321K - $356K
10.4K $356K
Nov 12, 2024 Q3 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
10.4K
+ 13.15%
$321K - $355K
89.8K $3.06M
Oct 24, 2024 Q3 2024
Kooman & Associates

Altoona, PA
BUY
 -
10.2K
+ 2.57%
$313K - $346K
406K $13.8M
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
9.75K
New
$300K - $332K
9.75K $332K
Oct 28, 2024 Q3 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
9.46K
+ 1.85%
$291K - $322K
522K $17.8M
Oct 22, 2024 Q3 2024
Better Wealth, LLC

BUY
 -
9.45K
+ 1.24%
$291K - $322K
774K $26.4M
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.27K
+ 3.06%
$285K - $316K
312K $10.6M
Nov 14, 2024 Q3 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
9.1K
New
$280K - $310K
9.1K $310K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
9.02K
+ 76.76%
$277K - $307K
20.8K $708K
Oct 24, 2024 Q3 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
8.97K
New
$276K - $306K
8.97K $306K
Oct 31, 2024 Q3 2024
Arlington Financial Advisors, LLC

BUY
 -
8.96K
+ 2.0%
$275K - $305K
458K $15.6M
Oct 21, 2024 Q3 2024
Cpa Asset Management LLC

West Palm Beach, FL
BUY
 -
8.73K
+ 2.21%
$268K - $298K
403K $13.7M
Nov 14, 2024 Q3 2024
Kingfisher Capital LLC

BUY
 -
8.6K
+ 67.45%
$264K - $293K
21.4K $727K
Oct 10, 2024 Q3 2024
Shore Point Advisors, LLC

BUY
 -
8.46K
New
$260K - $288K
8.46K $288K
Oct 03, 2024 Q3 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
7.95K
New
$244K - $271K
7.95K $271K
Nov 14, 2024 Q3 2024
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
7.63K
New
$235K - $260K
7.63K $260K
Nov 04, 2024 Q3 2024
Tru Independence LLC

BUY
 -
7.56K
+ 7.42%
$232K - $258K
109K $3.73M
Nov 13, 2024 Q3 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
7.46K
+ 1.81%
$229K - $254K
420K $14.3M
Nov 12, 2024 Q3 2024
Hutchinson Capital Management

San Rafael, CA
BUY
 -
7.37K
+ 1.79%
$227K - $251K
420K $14.3M
Nov 12, 2024 Q3 2024
Plancorp, LLC

BUY
 -
7.25K
New
$223K - $247K
7.25K $247K
Nov 06, 2024 Q3 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
7.19K
New
$221K - $245K
7.19K $245K
Oct 31, 2024 Q3 2024
Willis Johnson & Associates, Inc.

BUY
 -
7.11K
New
$218K - $242K
7.11K $242K
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
6.92K
New
$213K - $236K
6.92K $236K
Oct 21, 2024 Q3 2024
Mattern Wealth Management LLC

BUY
 -
6.52K
+ 12.96%
$200K - $222K
56.8K $1.93M
Oct 08, 2024 Q3 2024
Brookstone Capital Management

BUY
 -
6.37K
New
$196K - $217K
6.37K $217K
Oct 08, 2024 Q3 2024
West Financial Advisors, LLC

BUY
 -
6.35K
+ 1.62%
$195K - $216K
399K $13.6M
Oct 10, 2024 Q3 2024
Cva Family Office, LLC

BUY
 -
6.29K
+ 10.05%
$193K - $214K
68.8K $2.34M
Nov 01, 2024 Q3 2024
Lauterbach Financial Advisors, LLC

BUY
 -
6.17K
New
$190K - $210K
6.17K $210K
Oct 10, 2024 Q3 2024
Avondale Wealth Management

BUY
 -
6.06K
+ 2.52%
$186K - $207K
247K $8.41M
Nov 04, 2024 Q3 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
5.92K
+ 33.96%
$182K - $202K
23.4K $796K
Nov 08, 2024 Q3 2024
Robinson Smith Wealth Advisors LLC

Portland, ME
BUY
 -
5.9K
+ 11.89%
$181K - $201K
55.6K $1.89M
Nov 13, 2024 Q3 2024
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
5.89K
New
$181K - $201K
5.89K $201K
Nov 14, 2024 Q3 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.7K
+ 90.33%
$175K - $194K
12K $409K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
5.18K
New
$159K - $176K
5.18K $176K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
5K
+ 85.76%
$154K - $170K
10.8K $369K
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
4.68K
+ 1.71%
$144K - $159K
279K $9.49M
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
4.55K
New
$140K - $155K
4.55K $155K
Oct 15, 2024 Q3 2024
Nova R Wealth, Inc.

BUY
 -
4.55K
+ 46.44%
$140K - $155K
14.3K $488K

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