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
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-171- 4.34% |
$5.75K - $6.1K
|
3.77K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-293- 12.26% |
$9.85K - $10.5K
|
2.1K
$73.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-388- 41.99% |
$13K - $13.8K
|
536
$18.8K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-428- 2.12% |
$14.4K - $15.3K
|
19.7K
$690K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-656- 0.81% |
$22.1K - $23.4K
|
79.9K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-816- 7.17% |
$27.4K - $29.1K
|
10.6K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-925- 2.69% |
$31.1K - $33K
|
33.5K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.11K- 0.43% |
$37.4K - $39.7K
|
259K
$9.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-1.15K- 0.06% |
$38.5K - $40.9K
|
2.03M
$71M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-1.26K- 2.06% |
$42.2K - $44.8K
|
59.8K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.32K- 5.54% |
$44.4K - $47.1K
|
22.5K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.37K- 3.21% |
$45.9K - $48.7K
|
41.1K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.09% |
$49.4K - $52.5K
|
133K
$4.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.67K- 2.74% |
$56K - $59.4K
|
59K
$2.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.78K- 2.63% |
$127K - $135K
|
140K
$4.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.83K- 24.4% |
$129K - $137K
|
11.9K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-4.58K- 1.14% |
$154K - $163K
|
397K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-4.64K- 4.24% |
$156K - $166K
|
105K
$3.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-4.92K- 1.22% |
$166K - $176K
|
398K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-5.13K- 1.29% |
$173K - $183K
|
394K
$13.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-6.02K- 21.91% |
$203K - $215K
|
21.5K
$751K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-6.51K- 0.54% |
$219K - $232K
|
1.21M
$42.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-7.08K- 0.7% |
$238K - $253K
|
1.01M
$35.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-8.21K- 1.51% |
$276K - $293K
|
536K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.2K- 0.78% |
$309K - $328K
|
1.17M
$40.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.59K- 19.49% |
$322K - $342K
|
39.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.1K- 3.45% |
$407K - $432K
|
338K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 16.03% |
$442K - $469K
|
68.8K
$2.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-14K- 1.07% |
$470K - $499K
|
1.29M
$45.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-14.3K- 2.08% |
$481K - $511K
|
675K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 0.83% |
$680K - $721K
|
2.41M
$84.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.3K- 2.59% |
$682K - $724K
|
762K
$26.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-21K- 36.9% |
$705K - $748K
|
35.8K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-30.2K- 1.84% |
$1.01M - $1.08M
|
1.61M
$56.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-31.1K- 13.88% |
$1.05M - $1.11M
|
193K
$6.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-44.2K- 17.79% |
$1.49M - $1.58M
|
204K
$7.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-44.3K- 1.67% |
$1.49M - $1.58M
|
2.61M
$91.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-45.1K- 3.54% |
$1.52M - $1.61M
|
1.23M
$43M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-51K- 24.7% |
$1.71M - $1.82M
|
155K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-66.6K- 17.76% |
$2.24M - $2.38M
|
308K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-172K- 9.51% |
$5.8M - $6.15M
|
1.64M
$57.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-192K- 50.76% |
$6.44M - $6.84M
|
186K
$6.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-207K- 83.75% |
$6.95M - $7.38M
|
40.1K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-221K- 23.06% |
$7.43M - $7.89M
|
738K
$25.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-239K- 25.5% |
$8.03M - $8.52M
|
698K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-429K- 55.46% |
$14.4M - $15.3M
|
345K
$12.1M
|