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 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
26.5KNew |
$891K - $946K
|
26.5K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
26.5KNew |
$890K - $945K
|
26.5K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
26.1K+ 8.31% |
$876K - $930K
|
340K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
25.7K+ 8.86% |
$866K - $919K
|
316K
$9.91M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
24.1KNew |
$811K - $861K
|
24.1K
$756K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
23.4KNew |
$785K - $834K
|
23.4K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
23KNew |
$773K - $821K
|
23K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
22.7KNew |
$763K - $810K
|
22.7K
$711K
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
22.5KNew |
$757K - $804K
|
22.5K
$706K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 23.44% |
$755K - $802K
|
118K
$3.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
22.1K+ 45.78% |
$744K - $790K
|
70.5K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
22.1K+ 81.05% |
$742K - $787K
|
49.3K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
21.9K+ 21.17% |
$737K - $783K
|
126K
$3.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.5K+ 284.84% |
$722K - $766K
|
29K
$909K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
19.7K+ 0.98% |
$664K - $705K
|
2.04M
$63.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
19KNew |
$638K - $677K
|
19K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
19K+ 166.98% |
$637K - $676K
|
30.3K
$950K
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
17.9KNew |
$601K - $638K
|
17.9K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
17.3KNew |
$581K - $617K
|
17.3K
$542K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
16.1KNew |
$540K - $573K
|
16.1K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.8K+ 4.79% |
$532K - $565K
|
346K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
15.7K+ 175.23% |
$529K - $561K
|
24.7K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15.7KNew |
$527K - $559K
|
15.7K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 3.34% |
$514K - $546K
|
473K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.2K+ 52.26% |
$511K - $542K
|
44.3K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
15.1K+ 27.24% |
$509K - $540K
|
70.7K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
14.7KNew |
$495K - $525K
|
14.7K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
14.5K+ 5.98% |
$488K - $518K
|
257K
$8.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
14KNew |
$471K - $501K
|
14K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7K+ 3.27% |
$461K - $490K
|
433K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 47.05% |
$453K - $481K
|
42.1K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.9K+ 69.22% |
$435K - $461K
|
31.6K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
12.3K+ 1.36% |
$415K - $441K
|
920K
$28.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 58.85% |
$411K - $436K
|
33K
$1.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
12.1KNew |
$406K - $431K
|
12.1K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$378K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
12KNew |
$405K - $430K
|
12K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
11.9K+ 2.59% |
$401K - $425K
|
473K
$14.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11.8K+ 13.5% |
$396K - $420K
|
99K
$3.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 12.98% |
$392K - $416K
|
101K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 18.41% |
$363K - $386K
|
69.5K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
10.8K+ 2.07% |
$362K - $384K
|
532K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
10.3K+ 2.57% |
$346K - $368K
|
411K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$340K - $361K
|
10.1K
$317K
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.81KNew |
$330K - $350K
|
9.81K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
9.61K+ 2.37% |
$323K - $343K
|
415K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.4K+ 17.44% |
$316K - $336K
|
63.3K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
9.37KNew |
$315K - $334K
|
9.37K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
9.19K+ 2.63% |
$309K - $328K
|
358K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
9.16K+ 12.79% |
$308K - $327K
|
80.7K
$2.53M
|