Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DUHP)
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 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
82.5K+ 4.05% |
$2.77M - $2.94M
|
2.12M
$66.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
81.9K+ 35.71% |
$2.75M - $2.92M
|
311K
$9.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
78.6K+ 9.17% |
$2.64M - $2.81M
|
936K
$29.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
74.5K+ 27.01% |
$2.51M - $2.66M
|
350K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
72.2K+ 38.41% |
$2.43M - $2.58M
|
260K
$8.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
71.9K+ 560.92% |
$2.42M - $2.56M
|
84.7K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
68.4KNew |
$2.3M - $2.44M
|
68.4K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
67.7KNew |
$2.27M - $2.41M
|
67.7K
$2.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
66.4K+ 36.09% |
$2.23M - $2.37M
|
250K
$7.85M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
64.8K+ 5.44% |
$2.18M - $2.31M
|
1.26M
$39.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
58KNew |
$1.95M - $2.07M
|
58K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
57.8K+ 17.72% |
$1.94M - $2.06M
|
384K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
55.9K+ 10.2% |
$1.88M - $2M
|
604K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
55.9K+ 6.39% |
$1.88M - $1.99M
|
931K
$29.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
54.4K+ 9.46% |
$1.83M - $1.94M
|
629K
$19.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52.2K+ 9.31% |
$1.76M - $1.86M
|
613K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
50.5KNew |
$1.7M - $1.8M
|
50.5K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
48.5K+ 456.15% |
$1.63M - $1.73M
|
59.1K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.5K+ 17.38% |
$1.6M - $1.7M
|
321K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
43.2KNew |
$1.45M - $1.54M
|
43.2K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
42.5K+ 21.26% |
$1.43M - $1.52M
|
243K
$7.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
41K+ 88.94% |
$1.38M - $1.46M
|
87.2K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
39.8K+ 19.91% |
$1.34M - $1.42M
|
239K
$7.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39.7K+ 28.44% |
$1.33M - $1.42M
|
179K
$5.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.6K+ 3.95% |
$1.33M - $1.41M
|
1.04M
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
39.3KNew |
$1.32M - $1.4M
|
39.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
38.9K+ 5.66% |
$1.31M - $1.39M
|
727K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9K+ 7.68% |
$1.27M - $1.35M
|
531K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
37.1KNew |
$1.25M - $1.33M
|
37.1K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36.4KNew |
$1.22M - $1.3M
|
36.4K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35K+ 5862.65% |
$1.18M - $1.25M
|
35.6K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33.9K+ 7.73% |
$1.14M - $1.21M
|
472K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.9K+ 3.57% |
$1.14M - $1.21M
|
981K
$30.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33.8K+ 49.08% |
$1.14M - $1.21M
|
103K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
33.7K+ 193.04% |
$1.13M - $1.2M
|
51.1K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.6KNew |
$1.13M - $1.2M
|
33.6K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
33.4K+ 7.53% |
$1.12M - $1.19M
|
477K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
32.3K+ 8.33% |
$1.08M - $1.15M
|
420K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.3K+ 4.2% |
$1.08M - $1.15M
|
800K
$25.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
32.1K+ 2.82% |
$1.08M - $1.15M
|
1.17M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
31.8K+ 2.25% |
$1.07M - $1.13M
|
1.45M
$45.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
31.5K+ 3.84% |
$1.06M - $1.12M
|
851K
$26.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.9KNew |
$1.01M - $1.07M
|
29.9K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
29.6K+ 82.5% |
$996K - $1.06M
|
65.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.5K+ 52.65% |
$990K - $1.05M
|
85.4K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
29.1KNew |
$978K - $1.04M
|
29.1K
$911K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 11.27% |
$971K - $1.03M
|
285K
$8.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28.4K+ 5.84% |
$955K - $1.01M
|
515K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
27.1KNew |
$911K - $967K
|
27.1K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.9K+ 18.1% |
$906K - $961K
|
176K
$5.51M
|