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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
89.4K+ 8.9% |
$2.22M - $2.56M
|
1.09M
$37.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
81.6K+ 46.8% |
$2.02M - $2.34M
|
256K
$8.72M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
79.9K+ 7.56% |
$1.98M - $2.29M
|
1.14M
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
79.2K+ 10.97% |
$1.96M - $2.27M
|
802K
$27.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
72.6KNew |
$1.8M - $2.08M
|
72.6K
$2.47M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
61.7K+ 3.47% |
$1.53M - $1.77M
|
1.84M
$62.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
60.5KNew |
$1.5M - $1.73M
|
60.5K
$2.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
55.4K+ 27.47% |
$1.37M - $1.59M
|
257K
$8.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
54.4K+ 24.81% |
$1.35M - $1.56M
|
274K
$9.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
51.3KNew |
$1.27M - $1.47M
|
51.3K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
50.5K+ 18.98% |
$1.25M - $1.44M
|
316K
$10.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
50.3K+ 28.76% |
$1.25M - $1.44M
|
225K
$7.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
50K+ 8.14% |
$1.24M - $1.43M
|
664K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
45.4KNew |
$1.13M - $1.3M
|
45.4K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
44.6K+ 123.15% |
$1.1M - $1.28M
|
80.8K
$2.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
42.4K+ 2.24% |
$1.05M - $1.21M
|
1.93M
$65.8M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
40.7K+ 12.27% |
$1.01M - $1.17M
|
373K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
38.7K+ 209.8% |
$959K - $1.11M
|
57.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6K+ 116.56% |
$957K - $1.11M
|
71.7K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
38.1K+ 143.33% |
$944K - $1.09M
|
64.6K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
36.4KNew |
$902K - $1.04M
|
36.4K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35K+ 14.69% |
$868K - $1M
|
273K
$9.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
33.7KNew |
$835K - $964K
|
33.7K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.8K+ 11.18% |
$788K - $910K
|
316K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
29.1K+ 1.98% |
$721K - $833K
|
1.5M
$51.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.7KNew |
$687K - $794K
|
27.7K
$944K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
26.4K+ 243.49% |
$654K - $756K
|
37.2K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
26.4K+ 0.34% |
$653K - $755K
|
7.81M
$266M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.8K+ 14.91% |
$639K - $738K
|
199K
$6.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
25.2K+ 7.4% |
$625K - $722K
|
366K
$12.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
BUY
|
- |
25.2K+ 8.41% |
$624K - $721K
|
325K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
23.5K+ 15.8% |
$581K - $672K
|
172K
$5.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
BUY
|
- |
22.5K+ 17.27% |
$559K - $645K
|
153K
$5.21M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
22.1KNew |
$548K - $633K
|
22.1K
$753K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
22K+ 5.79% |
$545K - $630K
|
402K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.9K+ 4.2% |
$544K - $629K
|
544K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
21.6K+ 3.65% |
$535K - $618K
|
613K
$20.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
21.4K+ 16.54% |
$531K - $613K
|
151K
$5.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 86.56% |
$523K - $605K
|
45.5K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.9K+ 3.57% |
$518K - $599K
|
607K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
20.3KNew |
$504K - $582K
|
20.3K
$692K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
19.7K+ 20.86% |
$488K - $564K
|
114K
$3.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.1KNew |
$473K - $546K
|
19.1K
$649K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
18.8K+ 7.03% |
$465K - $537K
|
286K
$9.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
18.1K+ 2.94% |
$448K - $517K
|
631K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.9K+ 25.34% |
$445K - $514K
|
88.7K
$3.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.4K+ 483.45% |
$432K - $499K
|
21K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4K+ 4.38% |
$430K - $497K
|
414K
$14.1M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
16.1KNew |
$399K - $462K
|
16.1K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.1KNew |
$399K - $461K
|
16.1K
$548K
|