Purchases and Sales Made in Q4 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 Q4 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
Feb 06, 2025 Q4 2024
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
1.61M
New
$54.3M - $57.6M
1.61M $56.5M
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
833K
+ 18.0%
$28M - $29.7M
5.46M $191M
Feb 03, 2025 Q4 2024
Timonier Family Office, Ltd.

Winston Salem, NC
BUY
 -
651K
New
$21.9M - $23.2M
651K $22.8M
Feb 03, 2025 Q4 2024
Rw Investment Management LLC

Eagle, ID
BUY
 -
527K
+ 751.59%
$17.7M - $18.8M
597K $20.9M
Feb 03, 2025 Q4 2024
Matauro, LLC

New York, NY
BUY
 -
523K
New
$17.6M - $18.7M
523K $18.3M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
477K
+ 868.94%
$16M - $17M
532K $18.6M
Feb 07, 2025 Q4 2024
Tassel Capital Management, Inc.

Matthews, NC
BUY
 -
437K
New
$14.7M - $15.6M
437K $15.3M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
379K
+ 39688.38%
$12.7M - $13.5M
380K $13.3M
Jan 29, 2025 Q4 2024
Wealth Advisors Northwest LLC

Portland, OR
BUY
 -
287K
New
$9.63M - $10.2M
287K $10M
Feb 03, 2025 Q4 2024
Financial Harvest, LLC

Winter Park, FL
BUY
 -
250K
New
$8.4M - $8.91M
250K $8.74M
Feb 05, 2025 Q4 2024
Bouchey Financial Group LTD

BUY
 -
212K
+ 11.57%
$7.12M - $7.56M
2.04M $71.5M
Jan 10, 2025 Q4 2024
Aprio Wealth Management, LLC

BUY
 -
196K
+ 8.24%
$6.58M - $6.98M
2.57M $89.9M
Jan 23, 2025 Q4 2024
Kaufman Rossin Wealth, LLC

Miami, FL
BUY
 -
176K
New
$5.91M - $6.28M
176K $6.16M
Jan 16, 2025 Q4 2024
Shore Point Advisors, LLC

BUY
 -
172K
+ 2037.09%
$5.8M - $6.15M
181K $6.33M
Jan 27, 2025 Q4 2024
Vista Wealth Management Group, LLC

BUY
 -
170K
+ 2.53%
$5.72M - $6.08M
6.91M $242M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
135K
+ 8.63%
$4.53M - $4.81M
1.7M $59.3M
Feb 07, 2025 Q4 2024
Claris Advisors, LLC

BUY
 -
135K
+ 73.5%
$4.52M - $4.8M
318K $11.1M
Feb 06, 2025 Q4 2024
Wolfstich Capital, LLC

Medfield, MA
BUY
 -
131K
New
$4.39M - $4.66M
131K $4.57M
Jan 16, 2025 Q4 2024
Bridgewater Advisors Inc.

BUY
 -
120K
+ 26.24%
$4.03M - $4.28M
576K $20.2M
Jan 23, 2025 Q4 2024
Tci Wealth Advisors, Inc.

BUY
 -
117K
+ 19.48%
$3.94M - $4.18M
718K $25.1M
Jan 16, 2025 Q4 2024
Brady Martz Wealth Solutions, LLC

Grand Forks, ND
BUY
 -
89.8K
New
$3.02M - $3.21M
89.8K $3.14M
Feb 04, 2025 Q4 2024
Wealthstream Advisors, Inc.

BUY
 -
86.1K
+ 9.45%
$2.9M - $3.07M
998K $34.9M
Feb 06, 2025 Q4 2024
Midwest Heritage Bank, Fsb

BUY
 -
81.9K
+ 35.71%
$2.75M - $2.92M
311K $10.9M
Jan 15, 2025 Q4 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
78.6K
+ 9.17%
$2.64M - $2.81M
936K $32.7M
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
72.2K
+ 38.41%
$2.43M - $2.58M
260K $9.1M
Feb 07, 2025 Q4 2024
Warburton Capital Management, LLC

Tulsa, OK
BUY
 -
67.7K
New
$2.27M - $2.41M
67.7K $2.37M
Jan 17, 2025 Q4 2024
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
64.8K
+ 5.44%
$2.18M - $2.31M
1.26M $44M
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
55.9K
+ 6.39%
$1.88M - $1.99M
931K $32.6M
Jan 22, 2025 Q4 2024
Fortress Wealth Management, Inc.

BUY
 -
54.4K
+ 9.46%
$1.83M - $1.94M
629K $22M
Feb 06, 2025 Q4 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
52.2K
+ 9.31%
$1.76M - $1.86M
613K $21.5M
Feb 04, 2025 Q4 2024
Daner Wealth Management, LLC

Alpharetta, GA
BUY
 -
50.5K
New
$1.7M - $1.8M
50.5K $1.77M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
42.5K
+ 21.26%
$1.43M - $1.52M
243K $8.49M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
41K
+ 88.94%
$1.38M - $1.46M
87.2K $3.05M
Jan 14, 2025 Q4 2024
Family Wealth Partners, LLC

Matthews, NC
BUY
 -
39.8K
+ 19.91%
$1.34M - $1.42M
239K $8.38M
Jan 24, 2025 Q4 2024
Gen Financial Management, Inc.

Plymouth, MN
BUY
 -
39.3K
New
$1.32M - $1.4M
39.3K $1.37M
Jan 31, 2025 Q4 2024
Meredith Wealth Planning

Maryville, IL
BUY
 -
38.9K
+ 5.66%
$1.31M - $1.39M
727K $25.4M
Feb 06, 2025 Q4 2024
K2 Financial Inc.

Glendora, CA
BUY
 -
37.1K
New
$1.25M - $1.33M
37.1K $1.3M
Feb 04, 2025 Q4 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
36.4K
New
$1.22M - $1.3M
36.4K $1.27M
Jan 23, 2025 Q4 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
35K
+ 5862.65%
$1.18M - $1.25M
35.6K $1.25M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
33.9K
+ 3.57%
$1.14M - $1.21M
981K $34.3M
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
33.8K
+ 49.08%
$1.14M - $1.21M
103K $3.59M
Jan 22, 2025 Q4 2024
Tru Independence Asset Management 2, LLC

BUY
 -
33.7K
+ 193.04%
$1.13M - $1.2M
51.1K $1.79M
Jan 24, 2025 Q4 2024
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
32.3K
+ 4.2%
$1.08M - $1.15M
800K $28M
Feb 07, 2025 Q4 2024
Efficient Advisors, LLC

BUY
 -
32.1K
+ 2.82%
$1.08M - $1.15M
1.17M $41M
Jan 24, 2025 Q4 2024
Grunden Financial Advisory, Inc.

Denton, TX
BUY
 -
31.5K
+ 3.84%
$1.06M - $1.12M
851K $29.8M
Jan 23, 2025 Q4 2024
Austin Private Wealth, LLC

BUY
 -
29.9K
New
$1.01M - $1.07M
29.9K $1.05M
Feb 05, 2025 Q4 2024
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
28.9K
+ 11.27%
$971K - $1.03M
285K $9.98M
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
28.4K
+ 5.84%
$955K - $1.01M
515K $18M
Feb 04, 2025 Q4 2024
Strategent Financial, LLC

Harrisonburg, VA
BUY
 -
26.5K
New
$891K - $946K
26.5K $927K

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