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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
38.9K+ 5.66% |
$1.31M - $1.39M
|
727K
$25.7M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
37.1KNew |
$1.25M - $1.33M
|
37.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
36.4KNew |
$1.22M - $1.3M
|
36.4K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
35K+ 5862.65% |
$1.18M - $1.25M
|
35.6K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
33.9K+ 7.73% |
$1.14M - $1.21M
|
472K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.9K+ 3.57% |
$1.14M - $1.21M
|
981K
$34.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33.8K+ 49.08% |
$1.14M - $1.21M
|
103K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
33.7K+ 193.04% |
$1.13M - $1.2M
|
51.1K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
33.6KNew |
$1.13M - $1.2M
|
33.6K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
33.4K+ 7.53% |
$1.12M - $1.19M
|
477K
$16.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
32.3K+ 4.2% |
$1.08M - $1.15M
|
800K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
32.1K+ 2.82% |
$1.08M - $1.15M
|
1.17M
$41.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
31.5K+ 3.84% |
$1.06M - $1.12M
|
851K
$30M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
29.9KNew |
$1.01M - $1.07M
|
29.9K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
29.1KNew |
$978K - $1.04M
|
29.1K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
28.9K+ 11.27% |
$971K - $1.03M
|
285K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
28.4K+ 5.84% |
$955K - $1.01M
|
515K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
26.9K+ 18.1% |
$906K - $961K
|
176K
$6.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
26.5KNew |
$891K - $946K
|
26.5K
$936K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
26.5KNew |
$890K - $945K
|
26.5K
$935K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1K+ 8.31% |
$876K - $930K
|
340K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.7K+ 8.86% |
$866K - $919K
|
316K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23.4KNew |
$785K - $834K
|
23.4K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$763K - $810K
|
22.7K
$802K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
22.5KNew |
$757K - $804K
|
22.5K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 23.44% |
$755K - $802K
|
118K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.1K+ 45.78% |
$744K - $790K
|
70.5K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 81.05% |
$742K - $787K
|
49.3K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
21.9K+ 21.17% |
$737K - $783K
|
126K
$4.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.5K+ 284.84% |
$722K - $766K
|
29K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
19.7K+ 0.98% |
$664K - $705K
|
2.04M
$71.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
19KNew |
$638K - $677K
|
19K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19K+ 166.98% |
$637K - $676K
|
30.3K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.9KNew |
$601K - $638K
|
17.9K
$631K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.1KNew |
$540K - $573K
|
16.1K
$567K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.8K+ 4.79% |
$532K - $565K
|
346K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
15.7K+ 175.23% |
$529K - $561K
|
24.7K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 3.34% |
$514K - $546K
|
473K
$16.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.1K+ 27.24% |
$509K - $540K
|
70.7K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.7KNew |
$495K - $525K
|
14.7K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
14.5K+ 5.98% |
$488K - $518K
|
257K
$9.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 47.05% |
$453K - $481K
|
42.1K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 69.22% |
$435K - $461K
|
31.6K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12.3K+ 1.36% |
$415K - $441K
|
920K
$32.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$425K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$425K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.9K+ 2.59% |
$401K - $425K
|
473K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8K+ 13.5% |
$396K - $420K
|
99K
$3.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 12.98% |
$392K - $416K
|
101K
$3.58M
|