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 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.8K+ 2.38% |
$60.5K - $71.1K
|
121K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.77KNew |
$59.7K - $70.1K
|
2.77K
$94.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.2KNew |
$47.5K - $55.8K
|
2.2K
$74.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.26KNew |
$27.2K - $31.9K
|
1.26K
$42.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.08K+ 114.77% |
$23.3K - $27.4K
|
2.02K
$68.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
685+ 2.44% |
$14.8K - $17.4K
|
28.8K
$980K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
669New |
$14.4K - $17K
|
669
$22.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
578+ 28.93% |
$12.5K - $14.7K
|
2.58K
$87.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
504+ 30.98% |
$10.9K - $12.8K
|
2.13K
$72.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
319+ 2.25% |
$6.89K - $8.09K
|
14.5K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
208+ 1.14% |
$4.49K - $5.27K
|
18.4K
$628K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
206+ 1.41% |
$4.45K - $5.22K
|
14.8K
$506K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200+ 1.88% |
$4.32K - $5.07K
|
10.9K
$370K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
200+ 50.0% |
$4.32K - $5.07K
|
600
$20.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
85+ 0.47% |
$1.84K - $2.15K
|
18.1K
$615K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
54+ 0.71% |
$1.17K - $1.37K
|
7.71K
$263K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25New |
$540 - $634
|
25
$852
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-2.6K- 5.78% |
$56.1K - $65.9K
|
42.4K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.21K- 10.41% |
$90.9K - $107K
|
36.2K
$1.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.48K- 27.16% |
$161K - $189K
|
20.1K
$683K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.8K- 46.86% |
$276K - $324K
|
14.5K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.9K- 7.95% |
$430K - $504K
|
230K
$7.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.3K- 21.22% |
$481K - $565K
|
82.7K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-114K- 34.94% |
$2.46M - $2.89M
|
213K
$7.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-201K- 90.35% |
$4.33M - $5.09M
|
21.4K
$730K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-237K- 16.69% |
$5.13M - $6.02M
|
1.18M
$40.4M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-513K- 83.21% |
$11.1M - $13M
|
103K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-527K- 17.37% |
$11.4M - $13.4M
|
2.51M
$85.4M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-527K- 17.37% |
$11.4M - $13.4M
|
2.51M
$85.4M
|