Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DUHP)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DUHP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.56M+ 15.27% |
$63.4M - $73.3M
|
19.3M
$658M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.5M+ 14.43% |
$61.9M - $71.5M
|
19.8M
$674M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.31MNew |
$57.3M - $66.3M
|
2.31M
$78.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.82M+ 205.35% |
$45.1M - $52.1M
|
2.71M
$92.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.33MNew |
$32.9M - $38.1M
|
1.33M
$45.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.14MNew |
$28.2M - $32.5M
|
1.14M
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.1MNew |
$27.3M - $31.5M
|
1.1M
$37.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.08MNew |
$26.7M - $30.9M
|
1.08M
$36.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
1.07MNew |
$26.6M - $30.7M
|
1.07M
$36.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.05M+ 2977.31% |
$26.1M - $30.2M
|
1.09M
$37.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.04MNew |
$25.9M - $29.9M
|
1.04M
$35.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
885KNew |
$21.9M - $25.3M
|
885K
$30.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
792KNew |
$19.6M - $22.7M
|
792K
$27M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
620K+ 48.53% |
$15.4M - $17.8M
|
1.9M
$64.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
514K+ 216.52% |
$12.7M - $14.7M
|
751K
$25.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
495KNew |
$12.3M - $14.2M
|
495K
$16.9M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
492KNew |
$12.2M - $14.1M
|
492K
$16.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
490K+ 110.61% |
$12.1M - $14M
|
933K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
475KNew |
$11.8M - $13.6M
|
475K
$16.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
463KNew |
$11.5M - $13.3M
|
463K
$15.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
435K+ 38.4% |
$10.8M - $12.5M
|
1.57M
$53.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
420K+ 697.87% |
$10.4M - $12M
|
480K
$16.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
372K+ 30.36% |
$9.22M - $10.6M
|
1.6M
$54.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
363K+ 4374.85% |
$9M - $10.4M
|
371K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
327K+ 244.83% |
$8.11M - $9.38M
|
461K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
321K+ 4.67% |
$7.97M - $9.2M
|
7.2M
$245M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
299K+ 133.44% |
$7.42M - $8.58M
|
524K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
282K+ 110.51% |
$6.99M - $8.08M
|
537K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
269KNew |
$6.68M - $7.71M
|
269K
$9.17M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
268K+ 156.68% |
$6.64M - $7.67M
|
439K
$14.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
244KNew |
$6.05M - $6.99M
|
244K
$8.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
212K+ 111.98% |
$5.25M - $6.07M
|
401K
$13.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
186KNew |
$4.61M - $5.33M
|
186K
$6.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
178K+ 37.94% |
$4.4M - $5.09M
|
646K
$22M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
170K+ 431.55% |
$4.2M - $4.86M
|
209K
$7.12M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
161KNew |
$3.99M - $4.6M
|
161K
$5.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
142K+ 68.45% |
$3.53M - $4.08M
|
350K
$11.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
140KNew |
$3.46M - $4M
|
140K
$4.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 158.11% |
$3.3M - $3.81M
|
217K
$7.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
125K+ 11.59% |
$3.1M - $3.58M
|
1.2M
$41M
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
125K+ 38.01% |
$3.1M - $3.58M
|
454K
$15.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
119K+ 19.02% |
$2.96M - $3.42M
|
746K
$25.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
118K+ 17.46% |
$2.91M - $3.37M
|
791K
$26.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
115K+ 1.75% |
$2.86M - $3.3M
|
6.7M
$228M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
110K+ 20.84% |
$2.73M - $3.16M
|
639K
$21.8M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
108KNew |
$2.67M - $3.09M
|
108K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 431.74% |
$2.6M - $3M
|
129K
$4.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
99.8K+ 52.1% |
$2.47M - $2.86M
|
291K
$9.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
98.3K+ 9.46% |
$2.44M - $2.82M
|
1.14M
$38.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
97.2K+ 161.26% |
$2.41M - $2.78M
|
158K
$5.36M
|