Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.53M+ 814.96% |
$76.1M - $89.4M
|
3.96M
$135M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.64M+ 859.28% |
$57.1M - $67M
|
2.95M
$101M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.95M+ 323.2% |
$42M - $49.4M
|
2.55M
$86.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
1.12MNew |
$24.2M - $28.4M
|
1.12M
$38.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
1.08MNew |
$23.3M - $27.4M
|
1.08M
$36.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
865K+ 156.94% |
$18.7M - $21.9M
|
1.42M
$48.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
809K+ 13.73% |
$17.5M - $20.5M
|
6.7M
$228M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
729KNew |
$15.7M - $18.5M
|
729K
$24.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
685KNew |
$14.8M - $17.4M
|
685K
$23.3M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
501KNew |
$10.8M - $12.7M
|
501K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
451KNew |
$9.74M - $11.4M
|
451K
$15.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
436K+ 58.44% |
$9.42M - $11.1M
|
1.18M
$40.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
417K+ 858.07% |
$8.99M - $10.6M
|
465K
$15.8M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
378KNew |
$8.17M - $9.59M
|
378K
$12.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
331K+ 79.13% |
$7.15M - $8.4M
|
750K
$25.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
327KNew |
$7.05M - $8.28M
|
327K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
316KNew |
$6.81M - $8M
|
316K
$10.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
274K+ 770.58% |
$5.91M - $6.94M
|
309K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
248K+ 24.49% |
$5.36M - $6.29M
|
1.26M
$43M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
241KNew |
$5.19M - $6.1M
|
241K
$8.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
218K+ 70.13% |
$4.7M - $5.52M
|
528K
$18M
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
203KNew |
$4.39M - $5.15M
|
203K
$6.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
192K+ 2.68% |
$4.14M - $4.86M
|
7.34M
$250M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
189KNew |
$4.08M - $4.79M
|
189K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165KNew |
$3.56M - $4.18M
|
165K
$5.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
164KNew |
$3.54M - $4.15M
|
164K
$5.58M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
158KNew |
$3.41M - $4M
|
158K
$5.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
152KNew |
$3.29M - $3.86M
|
152K
$5.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 173.9% |
$3.19M - $3.75M
|
233K
$7.93M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
147K+ 43673.81% |
$3.17M - $3.72M
|
147K
$5.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
132K+ 179.2% |
$2.85M - $3.35M
|
206K
$7M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
124KNew |
$2.67M - $3.14M
|
124K
$4.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
119KNew |
$2.57M - $3.02M
|
119K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
119K+ 294.01% |
$2.56M - $3.01M
|
159K
$5.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
109K+ 70.15% |
$2.35M - $2.76M
|
264K
$8.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
107K+ 71.65% |
$2.31M - $2.71M
|
256K
$8.72M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
103KNew |
$2.23M - $2.62M
|
103K
$3.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Satovsky Asset Management LLC
|
BUY
|
- |
97.4K+ 105.48% |
$2.1M - $2.47M
|
190K
$6.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
94.5K+ 68.49% |
$2.04M - $2.39M
|
232K
$7.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
89.6K+ 550.61% |
$1.93M - $2.27M
|
106K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
77.8K+ 93.28% |
$1.68M - $1.97M
|
161K
$5.49M
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
72K+ 6.82% |
$1.55M - $1.83M
|
1.13M
$38.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
68.7K+ 28.57% |
$1.48M - $1.74M
|
309K
$10.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
63.9K+ 348.24% |
$1.38M - $1.62M
|
82.2K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
58.5KNew |
$1.26M - $1.48M
|
58.5K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58.1KNew |
$1.26M - $1.47M
|
58.1K
$1.98M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
57.9KNew |
$1.25M - $1.47M
|
57.9K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
56.2K+ 7.89% |
$1.21M - $1.43M
|
769K
$26.2M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.1K+ 359.65% |
$1.15M - $1.35M
|
67.9K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48.5KNew |
$1.05M - $1.23M
|
48.5K
$1.65M
|